Setting up job follow-up automations
Automatically send follow-up messages to customers a set number of days after a job is completed to check in and drive repeat bookings.
How to set up a follow-up automation
- 1Go to Automations in the Trade2Base dashboard and click “New automation”
- 2Select the trigger: “Job completed” — this fires when a job status is changed to Completed
- 3Set the delay: choose how many days after completion to send the follow-up (typically 3–7 days)
- 4Choose the action: Send WhatsApp message, Send email, or both. Select a message template or write a custom message — you can include the customer name, job address and a link to book their next service
- 5Click Save and Activate — the automation will run automatically for every completed job from now on
The follow-up automation works alongside the review request automation. Set your follow-up 3–5 days after completion and the review request 7–10 days after — customers are more likely to leave a review after they have confirmed they are happy.
Frequently asked questions
Yes. When creating an automation, use the Filter conditions to target specific job types, categories or tags. You can create separate automations for boiler services, installations, and repairs, each with tailored messaging and timing.
Yes. Add a discount code to your message template using a custom variable. You can generate single-use codes in Settings > Discount Codes and reference them in your automation message to encourage repeat bookings.
Yes. Open the completed job, go to the Automations tab and toggle off any scheduled automations for that job. This will cancel any pending follow-ups before they are sent.
Go to Automations and open the automation. The Performance tab shows delivery rates, open rates (for emails), and any replies received. You can also view individual message logs in the customer's communication history.