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Multi-step workflows/automation for field service software companies

Hello Field Service Community,
Our company is building infrastructure for multi-step notification and automations for field service companies. We have choosen GETJOBBER and SIMPRO to do our first integration

Currently simpro/getjobber users:
can set up alerts to let you know when X days have past since action Y, but there's no follow-up automation built into the SaaS

We are extending this multi-step automation.

Invoice multi-step workflow example:

  • Send an invoice email after the invoice is created
  • After 3 days, send an email if the payment is not received
  • Send an email 2 days before the invoice due date

Estimate multi-step workflow example

  • Send an estimate email
  • After 2 days, send an email if the customer has not approved the estimate
  • If the estimate has an expiration date, then send an email 1 day before the expiration date.

Please DM me and help with your use cases for multi-step followups with the customer.

on December 4, 2025