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Features/Automations

Rules that
run themselves

Marketing automation for contractors, built in: ECHOPS already sends review asks, surveys, follow-up lists and reminders on its own. See each one, pause what you don’t want, and add your own rules for the rest.

On the Crew and Company plans · 14-day free trial

An office team working at their desks
ECHOPS Automations: built-in rules and when-then rules of your own, each with an on and off switch
Built-in rules and your own

See it in action

Watch automations and integrations

Your automation rules, integrations and lead sources, sending leads to your CRM, downloading your data, and the Archive.

3:51 · Filmed in ECHOPS with sample dataTranscript and chapters →

What you get

Contractor marketing automation,
each with a pause switch

01

Built-in, listed

Every automatic email, text and notification in one list, with when it last ran and a switch to pause it.

02

Your own rules

When something happens, like a deal won or a lead booked, and your conditions hold, run up to four steps.

03

Steps that matter

Notify people or roles, email from your company, text the client, send a signed webhook or send a client survey.

04

Runs once

Each rule runs once per event, and every run is logged with how it went.

05

Test it

Run a rule once with a sample event before you rely on it.

06

Reviews on autopilot

Ask for a review when a job is completed, follow up once, and thank them with your other review links.

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In practice

Reminders that
stop on their own

  • Signature reminders that stop once signed
  • Survey reminders sent once
  • Follow-up lists every morning
  • Paused automations stay paused until you switch them back

Automations, built-in and your own rules, come with the Crew and Company plans.

Works with

Review request software,
connected to every job

Questions

Contractor automations, answered

What is marketing automation for contractors?

Messages and tasks that run on their own when something happens: a review ask when a job is completed, a feedback survey after the estimate, a morning list of follow-ups due. In ECHOPS, each one is listed with when it last ran and a switch to pause it.

How do automated review requests work?

When a job is completed, ECHOPS asks the client for a review, follows up once and thanks them with your other review links. Reviews and feedback surveys are in every plan; the automatic review ask runs with the automations on Crew and Company, and you can pause it from the automations list whenever you like.

Can I build my own automations?

Yes, on Crew and Company. A rule starts when something happens, like a deal won or a lead booked, checks your conditions and runs up to four steps: notify people or roles, email from your company, text the client from your business number, send a signed webhook or send a client survey. Rules run right away; follow-ups that wait a few days, like the review ask, are built in. Test a rule with a sample event first; every run is logged.

Will automations message my clients without me knowing?

Only the ones you leave on. The automations list shows every automatic email, text and notification with when it last ran, and paused ones stay paused until you switch them back. ECHO, the AI teammate, never sends an email or text: it writes drafts you send. See how ECHO works.

How much does marketing automation cost?

Automations come with Crew ($299/mo, 8 users) and Company ($599/mo, 20 users): the built-in ones and your own rules. Solo ($149/mo, 3 users) doesn’t include automations. With our special price, your first two months are $49, $59 or $69 a month, then the regular price.

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.