SMS & Email Automation
Text and email sequences that fire on what actually happens in your pipeline — new lead, estimate sent, claim filed, job complete — so the right message goes out without anyone drafting it.
The problem
Follow-up is the first thing a busy week deletes
Every contractor knows the money is in the follow-up, and almost nobody does it consistently, because it is the one task with no deadline attached. A lead that went quiet three days ago does not page anyone. An estimate sent last Tuesday does not raise its hand. So the leads that needed two more touches get one, or none, and they close with the company that happened to send a text on the right day. The problem is not that your team does not care — it is that manual follow-up competes with a roof that has to be finished today.
Consistency is what follow-up is made of, and consistency is exactly what storm season takes away from a crew working daylight hours.
What it actually does
In plain terms.
Sequences triggered by pipeline events rather than by someone remembering — new lead, estimate sent, claim filed, job complete
Text and email in one sequence, so the message reaches the homeowner on whichever they actually read
A reply pulls the homeowner out of the sequence automatically and routes to your team as a live conversation
Send windows respect quiet hours, with consent captured and opt-outs honoured on every send
Every message logged against the contact record, so whoever picks up the thread sees the whole history
In practice
An estimate goes out on Tuesday and the homeowner goes quiet
Without Orbit
- Someone means to chase it on Thursday.
- Thursday turns into a full day on a roof.
- The estimate is remembered the following week, or not at all.
- It closes with whoever followed up on Wednesday.
With Orbit
- Sending the estimate starts the follow-up sequence automatically.
- A text lands the next morning, an email two days later.
- The homeowner replies with a question and drops out of the sequence.
- Your rep picks up a warm conversation instead of a cold callback.
How it fires
Step by step, in your business.
A pipeline event fires
The sequence starts
Quiet hours are respected
A reply stops it
Everything is logged
How it connects
It doesn't work alone.
This is the engine underneath Automated Follow-Up and Homeowner Nurture — both are sequences this system sends. It reads its triggers from Roofing-Built Pipelines, and the consent and opt-out state it checks before every send is maintained by Compliance Built In.
Related
Works closely with.
See SMS & Email Automation working on a real pipeline.
Book a demo and we'll show you it configured for a business like yours.