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Recall for visits that are due

The six-month cleaning comes due and nobody calls. The patient doesn't either.

Month 6Concept

Not built for a client yet. This is how we would set it up.

How it works.

01The system knows when each patient is due back.

02They get a message with a few open times.

03One tap books it. No answer goes on a call list for the front desk.

What it connects to
Your patient listText messagesYour calendar
What you see

Who is due, who booked and who needs a call.

After a job is marked doneRunning
TriggerJob marked completeby you, or by the CRM
TextThank-you messageto the customer · right away
Wait1 daythen
TextAsk for a Google reviewwith your review link
Wait30 daysthen a check-in
If reviewedThank them, ask for a photo
If notRemind once, 3 days later
Todayexample
Maria R. · kitchen backsplashThank-you text sent
4:53 pm
Maria R.Review request queued
Tomorrow 10:00
Jorge A. · bathroom floorGoogle review received · thanked, photo requested
11:10 am
Dani P. · shower30-day check-in sent
9:00 am
Follow-up automation. Example run.
Example data

The first call is free.

You tell us where your hours go. You leave knowing what we'd build first, and you decide after that. We call back within one business day.

Get my free consultation