Automations

Set the rule once. It runs every time.

The follow-ups you keep forgetting become rules that fire on their own. Pick a trigger, add a condition, choose what happens. No code, just plain English.

Triggers across calls, voicemails, jobs, visits, and tasks
Conditions so a rule only fires when it should
Multi-step actions: text the customer, alert the on-call tech, and more
Reads back in plain English before you switch it on
How it works

Three steps, then it runs itself.

1

Pick a trigger

A missed call, a new voicemail, a job that moves to a stage, a task coming due. Choose what starts the rule.

2

Add your conditions

Only for VIP customers, only after hours, only for emergencies. The rule fires when it matters and stays quiet when it doesn't.

3

Choose what happens

Send a text, alert a teammate, move the job, open a task. Stack several steps into one rule.

Do I need to be technical?

No. You pick from menus, and OneBy shows the finished rule as a plain-English sentence before it goes live.

What can trigger an automation?

Calls and voicemails, job and visit stages, and task events like created, assigned, or due. We add more triggers over time.

See it on your own calls.

Book a quick demo and watch Automations work on a real call, live.