AUTOMATIONS BY VORTEX LOCAL

Automate the busywork. Focus on growth.

Put your follow-ups, reminders, and customer messages on autopilot—so you can save time, reduce manual tasks, and grow your business with less effort.

Home >> Features >> Automations

Tell us your trade to see how Vortex Local can help

Never miss a job opportunity

AUTOMATIONS AND WORKFLOWS

Deliver a professional experience every time

Calendar image

Stay top-of-mind without lifting a finger.

Send personalized texts and emails after jobs, missed calls, or estimates—automatically.

  • Send thank-you messages or review requests after every completed job.

  • Re-engage customers who haven’t booked yet with friendly reminders.

  • Customize timing, message tone, and trigger conditions.

    Calendar image

    Convert more leads—without manual follow-up.

    From the moment a new inquiry comes in, let automations do the heavy lifting.

    • Send intro messages and service info right after a form submission or chat.

    • Add unbooked leads to a 3-day or 7-day nurture campaign.

    • Tag and segment leads based on how they engage.

    Calendar image

    Create custom automation paths that match your process.

    No coding or tech skills needed—build drag-and-drop workflows that fit your unique operations.

    • Choose from templates or build from scratch.

    • Add delays, conditions, and branches for smarter targeting.

    • Integrate with your CRM, booking tools, and call flows.

    Calendar image

    See what’s working and where to improve.

    Your automation dashboard shows which messages are sent, opened, clicked, or replied to.

    • View performance metrics at a glance.

    • Monitor every contact’s journey through your automation flows.

    • Make data-backed decisions to improve engagement and conversion.

    Trusted by 200K+ Local Pros.
    Built for teams of 1 to 100+

    100M+
    pro jobs completed

    35%
    avg. pro revenue growth

    8+
    avg. hours saved per week

    I can’t say enough about this team of people. They really take care of so much of my digital business needs.”

    ROBERT K.  ┃ BRICO AIR

    Additional features

    Dispatching

    Stay ready for anything with fast, flexible dispatching. Assign and sync your team and track jobs in real time.

    Price Book

    Pressure washing price book software helps you maximize profits with precise flat-rate pricing and transparent quotes.

    Payments

    Get paid faster and easier with full payment functionality built into every part of the platform.

    Reporting

    Customizable reports help you track goals, uncover insights, and turn data into actionable strategies for growth.

    See how Vortex Local works for you.

    Start a 14-day free trial.

    Frequently asked questions

    What can I automate with Vortex Local?

    You can automate texts, emails, lead follow-ups, review requests, reminders, birthday messages, estimate sequences, and much more. You choose the triggers—Vortex Local handles the rest.

    Can I customize the timing and messages?

    Yes! Every automation is fully customizable. You can choose when a message is sent, what it says, and who it goes to. Start from a template or build your own flow from scratch.

    Will I still be able to reply manually if needed?

    Definitely. You can jump into any conversation at any time. Automations handle the initial outreach and reminders, but you stay in control when a personal touch is needed.

    Do automations work with my other tools?

    Yes. Automations connect to your CRM, Booking Bot, Missed Call Text Back, and more—so everything works together to keep your business running smoothly.

    With you every step of the way
    Vortex Local grows with your business—helping you stay ahead of what’s next at every size and stage.