Follow-ups that happen without you
Set the rule once and let it run. When a job moves stages, Orbit fires the text, email, or task for you — new-lead replies in seconds, review requests after the crew wraps, nudges on leads going cold. The busywork you always meant to do, done every time.
- Trigger on any stage change — new lead, install done, cold lead
- Send a text, email, or assign a task to the right person
- Wait steps and conditions so nudges fire on your schedule
Every follow-up handled the second it should be
Stop relying on sticky notes and good intentions to keep leads warm.
Stage-based triggers
Fire an action the moment a job lands in any stage — new lead, inspection booked, install complete, closed lost.
Auto text and email
Send the homeowner a templated text or email in their name, with job details and your branding filled in.
Auto-assigned tasks
Drop a task on the right rep or the office — order material, call the adjuster, schedule the crew — so it never gets forgotten.
Review requests on autopilot
When the crew wraps, ask for a Google review at the exact moment the homeowner is happiest.
Wait steps and timing
Hold an action for hours or days, then send — so a cold-lead nudge lands three days out, not the same afternoon.
Conditions and rules
Only fire when it fits — insurance jobs, a certain rep, deals over a set value — so the right message reaches the right homeowner.
Up and running in three steps
Pick the trigger
Choose the stage or event that kicks things off — a new lead lands, a proposal gets signed, an install wraps up.
Set the action
Decide what happens: text the homeowner, email a follow-up, or task a rep. Add a wait step or condition if you need one.
Let it run
Turn it on once and it fires on every matching job from then on — no reminders, no dropped follow-ups.
Pairs perfectly with
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