Auto-follow-ups, stage-triggered actions, deadline reminders and review requests. Set it once — and never lose a job to silence again.
You sent the quote. Then the install crew showed up, the granite truck broke down, and three days later you forgot. The client signed with someone else. Sound familiar? Remnant Finder runs the boring sequence — follow-up emails, stage notifications, deadline pings, review requests — so your hands stay free for the actual work.
Every kanban stage in your pipeline can have its own auto-actions: when a project moves into 'Approved', notify the fab manager and create a 'cut sheet' activity. When it moves into 'Installation', email the client a confirmation with arrival window and crew name. You build the rules once — they run on every job from then on.
Quote follow-up sequences are configurable per company. Default: a friendly nudge after 3 days, a value-add email after 7 days, and a 'still interested?' after 14. Override per quote when needed.
Auto review requests use a smart routing: 4–5 star ratings get nudged toward Google Reviews, 1–3 star ratings stay private and route to you so you can fix the issue before it goes public.
What changes when you use it
Yes. Every automated email uses templates you can edit — subject, body, signature. Include merge fields like {{client_name}}, {{quote_total}} and {{install_date}}.
Only if you want them to. The emails come from your domain (or your team member's address) and read like a person wrote them. Nothing screams 'robot'.
Toggle automations off per project, per quote, or globally. Useful for VIP clients you'd rather call personally.
After you mark a job complete, the system waits the number of hours you configure (default 24), then sends a request. High ratings link to your Google Business Profile; low ratings stay internal so you can intervene.
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