Automations & Workflows

Set it once.
Let it run.

Build if-then automation rules without writing a line of code. Customer reminders, follow-ups, warranty triggers, and status updates — all running automatically while you focus on the work.

0 lines
of code required
Rules you can build
Auto
Every customer touch
app.voice2work.com / automations
Automation Rules 6 Active
My Rules
Job Complete → Warranty
Appt Reminder 24h
Tech En Route SMS
Review Request 2d
Invoice on Complete
Parts Follow-Up
WHEN Job status changes to Complete
IF Job has warranty-eligible equipment
Send warranty claim to manufacturer
Sub-Zero / Cove auto-detected
Send follow-up SMS to customer
Scheduled: immediately
Rule Name
Job Complete → Warranty
Status
Enabled
Triggered
47 times this month
Last Run
2 hours ago
/ Automation rules
0 / Lines of code
Auto / Customer reminders
47 min / Saved per day per tech
Visual Builder

Build workflows visually.

Drag trigger blocks, condition blocks, and action blocks together. If a job is completed and the customer hasn't left a review in 24 hours — send a reminder. It's that simple.

  • Visual WHEN / IF / THEN builder
  • 20+ trigger events
  • SMS, email, and in-app actions
  • Test rules before enabling
Review Request Workflow ● Active
WHEN Job status changes to Complete
IF Customer has not left a review
WAIT 24 hours after job completion
THEN Send review request SMS to customer
THEN Tag job as "Review Requested" in system
Customer Communications

Never miss a follow-up.

Appointment reminders, arrival notifications, job completion confirmations, review requests — all sent automatically. Customers love it. You barely notice it.

  • 24-hour appointment reminder SMS
  • "Tech en route" real-time alert
  • Job complete + invoice sent automatically
  • Review request 2 days after service
Voice2Work
Appointment Tomorrow 9am
Hi Margaret! Your tech arrives Tue 9–11am. Reply CONFIRM.
8:00 AM
Voice2Work
Tech En Route — 12 min away
Marcus is heading your way. ETA 9:08am. Track live →
8:56 AM
Voice2Work
Job Complete — Invoice Sent
Your Sub-Zero repair is done. Invoice: $385. Pay online →
11:22 AM
Voice2Work
How did we do?
We'd love a quick review! Takes 30 seconds: ⭐⭐⭐⭐⭐
2d later
Warranty Automation

Never miss a warranty claim.

When a job closes on warranty-eligible equipment, Voice2Work automatically flags the claim, validates against manufacturer requirements, and queues it for submission.

  • Auto-detect warranty-eligible jobs
  • Validate before submission
  • Queue for one-click submit
  • Track approval status in-app
Job #JOB-48631 Closes
Sub-Zero Model 648PRO — 14 months old
Trigger
Warranty Flag Detected
Equipment within Sub-Zero 5-year coverage
Auto-detect
Validate Against Requirements
Labor codes, part numbers, tech cert — all checked
Validate
Submit to Sub-Zero Portal
Queued for one-click submission — approval tracked
Submit
Full Feature Set

Everything automation can do for your shop

Six powerful automation modules. Zero code. All working together.

Visual Rule Builder

WHEN/IF/THEN block interface. Drag trigger events, set conditions, and choose actions — no code needed. Anyone on your team can build a rule in minutes.

Customer Reminders

Appointment, en-route, complete, and review request messages sent automatically. Customers feel looked after — without you lifting a finger.

Warranty Automation

Auto-detect warranty-eligible jobs, validate against manufacturer requirements, and queue claims for submission. Sub-Zero, Cove, Bosch — all supported.

Multi-Step Chains

Chain multiple triggers, conditions, and actions into complex multi-step workflows. Run parallel branches, merge paths, and handle exceptions — all in the visual builder.

Delay Controls

Add precise time delays between steps. Wait 1 hour, 24 hours, or 7 days before triggering the next action. Perfect for review requests, follow-ups, and warranty reminders.

AI Agent Chains

Let AI agents handle complex decision branches. When a rule hits an edge case — parts unavailability, warranty disputes, missed appointments — an AI agent steps in and resolves it.

I set up 6 automations in an afternoon — appointment reminders, review requests, warranty flags. Now they just run. Customers think we have a full-time customer service team. It's just Voice2Work.

Lisa Nguyen Nguyen's Appliance Experts, Houston TX
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Touch nothing.

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