Automations:Less administrative work. More time growing your business.
Guardian Ops turns the follow-up your team means to do into workflows that run every time — confirmations, reminders, quote follow-ups, review requests, and handoffs between people.
01Interactive flow
Watch a lead move through the system.
Choose a lead source and follow each automated step, from first response to team notification.
Choose a lead source
- 01
Lead Arrives
RunningInbound call · 7:48 PM
(856) 555-0142 · after hours · Cherry Hill
+0:00
- 02
AI Responds
PendingAI receptionist answers
“Thanks for calling Northfield Comfort — how can I help?”
+0:01
- 03
Lead Qualified
PendingQualified: no-heat call
Homeowner · in service area · same-day need
+0:52
- 04
Appointment Booked
PendingBooked today 3:30 PM
Furnace diagnostic · tech R. Ortiz assigned
+1:40
- 05
Follow-Up Triggered
PendingConfirmation & reminders
Text now, 2h before arrival, and post-visit check-in
+1:41
- 06
Business Notified
PendingOn-call manager notified
SMS summary with call recording link
+1:42
Running Lead Arrives…
0/6 stages
02Workflow library
Proven workflows for service businesses.
Start from templates designed around how service work is sold, scheduled, and delivered — then tune them to your business.
- 01
TriggerNew form or chat lead
RunsText within seconds → create contact → assign owner → add to pipeline
- 02
TriggerCall not answered
RunsMissed-call text-back → offer to book → notify team if no reply
- 03
TriggerAppointment booked
RunsConfirmation now → reminder 24h before → reminder 2h before
- 04
TriggerEstimate sent, no response in 3 days
RunsFriendly follow-up text → second follow-up → task for owner
- 05
TriggerJob marked complete
RunsThank-you message → review request → internal satisfaction check
- 06
TriggerNo visit in 11 months
RunsSeasonal maintenance reminder with booking link
03Capabilities
Follow-through, without the follow-up list.
- Speed-to-lead response
- Instant acknowledgement for every new inquiry.
- Appointment reminders
- Confirmations and reminders that reduce no-shows.
- Quote follow-up
- Polite, scheduled nudges for open estimates.
- Review requests
- Sent after completed jobs, following platform policies.
- Customer reactivation
- Seasonal and maintenance reminders for past customers.
- Internal handoffs
- Tasks and alerts that move work between team members.
04How we build them
Mapped, tested, and monitored.
- 01
Map your process
We document how leads, jobs, and follow-up actually move through your business today.
- 02
Choose proven workflows
Start from tested templates for service businesses, then adjust timing, wording, and conditions.
- 03
Test every path
We run each workflow end to end — including edge cases like opt-outs and reschedules.
- 04
Monitor & refine
Run counts, failures, and outcomes are visible so workflows can be improved over time.
05Straight answers
What's required — and what we won't promise.
Some steps depend on carriers, platforms, or your own approvals. Here's what to expect before you commit.
Messaging rules apply
Automated texts follow A2P 10DLC registration, consent, quiet hours, and opt-out rules.
Triggers need good data
Workflows like review requests depend on jobs being marked complete. We set up the simplest way for your team to do that.
Third-party integrations
Triggers from outside tools depend on what those tools support. Some require middleware or are not available.
06Works together
Part of one connected system.
Every Guardian Ops module shares the same contacts, inbox, pipeline, and reporting.
07FAQ
Automations: common questions.
Less administrative work. More time growing your business.
See how Guardian Ops would capture, respond to, and book the opportunities your business is already generating.