FSG
6
MP
Search or ask…
⌘
K
Ask
6
New
Home
6
Inbox
7
Tasks
Projects
More
Operational program
·
Work order sent
Work order acceptance
Running
2 steps over ~4 days
Sends from the record owner
Pause
Test send
Enrolled
Duplicate
Settings
More
Pause
Enrolled
2
2
Sent
0
Open rate
—
Reply rate
—
Builder
2
Enrollments
2
Rules & settings
2
In plain words
· updates as you edit
2 steps over 4 days · no sends yet
When
work order sent
day 0
wait 2 days
text
wait 2 days
call task
Stops when vendor accepts or wO cancelled.
No sends yet — a test send fills the first message with real data from project 23239.
Texts only go to opted-in contacts; replies of 1, 2 or 3 are handled for you.
Test send to me
Flow
read top to bottom · hover between steps to add one
Add step
Start
Starts when
Work order sent
2 enrolled
Records enroll on their own. Locked projects are always skipped.
Wait 2 days
business days
Day 2
Step 1 · Text
· day 2
SMS: WO
wo.number
— reply 1 to accept, 3 to talk
From (262) 336-0420 · opted-in contacts only
Wait 2 days
business days
Day 4
Step 2 · Call task
· day 4
Task: call vendor (Morgan)
Lands in the power-dialer queue
Exit
Leaves the program when
Vendor accepts
WO cancelled
or after the last step
Edit exit rules