Automation
Routine work that runs itself.
Follow-up emails, payment reminders, permit alerts, and status notifications — Arcvena's automation handles the recurring communication so your team can focus on the work.
Examples of what you can automate
WHEN: Estimate sent
THEN: Follow-up email after 48 hours if no response
WHEN: Job dispatched
THEN: SMS to customer with technician ETA
WHEN: Invoice sent
THEN: Payment reminder after 7 days if unpaid
WHEN: Permit approved
THEN: Internal notification to schedule inspection
WHEN: Inspection failed
THEN: Alert to office manager with job details
WHEN: Job completed
THEN: Customer satisfaction follow-up next day
How automation works
Rule-based triggers
Define rules: when X happens, do Y. Triggers include job status changes, estimate events, payment events, and more.
Internal notifications
Alert specific team members when things need attention — failed inspections, overdue invoices, new leads.
Customer communications
Automated follow-ups, appointment confirmations, and invoice reminders sent on your schedule.
No-code rule builder
Rules are built through a simple interface — no programming required. If this happens, send that.
See automation in action.
We'll show you how to set up follow-up sequences and internal alerts in minutes — no code required.