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Frontdesk

Running-late notices for home services

When the morning job runs long, one field update texts the rest of the day’s customers their new windows. Nobody stands at a window wondering. Frontdesk runs it for homeowners.

Trigger

Dispatch updates the Running late field or shifts the day’s windows.

Built from

Ticket fieldOutbound SMSTwo-way textingCalendarTeam notification

Why teams set this up

A twenty-minute overrun at 9am becomes four angry customers by 4pm, each angrier than the delay deserved, because nobody told them.

One update reaches every affected customer

Fewer doorstep confrontations about timing

Reschedules sorted before the truck arrives

How the automation runs

The 8am water heater turns into a bigger job. Dispatch flags it once, and the 11, 1, and 3 o’clocks each get their new windows by text. The 3 o’clock moves to tomorrow by reply, which conveniently gives the crew their lunch back.

  1. 1Ticket field

    Dispatch flags the delay once

  2. 2Outbound SMS

    Every affected customer gets their personal revised window

  3. 3Two-way texting

    Reschedule replies are handled on the spot

  4. 4Calendar

    Accepted changes rewrite the day’s schedule

  5. 5Team notification

    Dispatch sees who accepted, moved, or went quiet

How home services teams run it

A long morning job texts the rest of the day their new windows.

Also tailored for:Multifamily

Synced with your systems

HubSpot
Salesforce
Pipedrive
Google Calendar
Outlook
Webhooks

Built from standard Frontdesk blocks

No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.

Common questions

How does the running-late notices workflow start?

Dispatch updates the Running late field or shifts the day’s windows.

Which channels does this use?

This workflow runs over sms, two-way sms. Each step can use the channel that fits the customer and the urgency.

Can my team stay in control of when it fires?

Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.

Does it keep our records up to date?

Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.

What happens when a customer needs a human?

The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.

Which systems does this work with for home services businesses?

Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.

Thinking bigger than one workflow?

The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.

Explore customer journeys →

This workflow also runs for any industry.

See the all-industry version →

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