EstimatorPRO's Automation Rules Engine lets you define rules that run your business automatically. When an estimate goes 7 days without a response — send a follow-up text. When a job is marked complete — trigger a review request. When an invoice is overdue — send a reminder. Set it up once.
How It Works
Define a Trigger
Choose the event: estimate sent, job completed, invoice overdue, etc.
Set the Action
Choose what happens: send SMS, send email, create task, notify owner.
Set Timing
Immediately, after X days, or on a specific schedule.
Rules Run Automatically
Every qualifying event triggers the rule without manual action.
What's Included
- Visual rule builder — no coding
- 20+ trigger events
- Actions: SMS, email, task creation, owner notification
- Timing: immediate, delayed, or scheduled
- Multiple rules per trigger
- Rules can be paused or deleted
- Full automation log and retry history
- Integrates with CRM, estimates, invoices, and scheduling
Who Uses This
- Busy contractors who can't manually manage every follow-up
- Businesses that want consistent customer communication
- Owners who want to set standards and have the system enforce them
- Growing operations that need to automate repetitive tasks
Automate the Repetitive Stuff
Included with every plan. 14-day free trial, no credit card.
Start Free Trial →Part of a Complete System
This tool is one of 40+ features inside Roofing EstimatorPRO. Everything works together — your satellite measurements flow into estimates, estimates become proposals and contracts, contracts generate invoices, invoices send payment links. One system, one price.