Repeat

Reconnect with past clients

Clients you haven't touched in a year, with a draft check-in for each

Needs: Jobber or Housecall Pro or HubSpot or Pipedrive, and Gmail or Outlook

Seasonal service reminders

Customers due for the seasonal work you do, before the season

Needs: Jobber or Housecall Pro or HubSpot or Pipedrive, and Gmail or Outlook

Being proven — The scheduled pass isn't proven yet; the one-off version works when you ask.

Am I keeping relationships strong?

A quarterly read on which past clients have gone quiet

Needs: Jobber or QuickBooks Online