Run a Call has a set of built-in automations that fire on schedules.
There's no Settings → Automations page for editing them — they're hard-coded and run via background jobs.
What auto-fires today
| Automation | When it fires | What it does |
|---|---|---|
| Day-before reminder | Daily at 8 AM ET | Sends a reminder SMS to customers with appointments tomorrow |
| Post-job review request | 2 hours after job completion | Sends a SMS asking the customer to leave a review |
| Membership renewal invoice | 14 days before next billing date | Creates a renewal invoice for active members (email sending is separate) |
| Invoice overdue reminders | Daily | Sends reminders for invoices past due date |
| Lead follow-ups | Daily | Surfaces leads with a scheduled follow-up date |
| Trial reminders | Daily | Sends reminders to accounts approaching the end of their trial |
| Subscription dunning | Daily | Handles failed-payment recovery on the platform subscription |
These run as daily background jobs. You don't configure them; they just work.
What is NOT auto-fired
- Booking confirmation emails/SMS to the customer when they submit the public booking form. The booking is logged for the office to handle — there's no auto-reply to the customer.
- Custom triggers like "send X when Y happens" — there's no automation builder.
- Auto-assignment of jobs to specific techs based on rules.
- Auto-escalation of overdue invoices to collections.
Editing the automation copy
Today, most copy is hard-coded. You can't edit the text of an "On my way" SMS or a renewal reminder from a settings page.
The exception: email templates use {{variable}} interpolation — see Email template variables. The variable substitution is editable in template files; the templates themselves are deployed by the platform team.
Turning automations off
The built-in automations can't be turned off via a UI toggle. If you need to suppress a specific automation for a specific customer (e.g. they're a friend and don't need review-request SMS), the workaround is to mark the customer's record so that downstream automations skip them — talk to support for the right field to flag.
Tracking what fired
| Where to look | What you'll see |
|---|---|
| Messages page | Every SMS and email sent (manual + automatic). Filter by type to see automation-fired messages. |
| Customer profile → Communication tab | Per-customer log |