See how StepThru is designed to work
Try the planned experience below. It's an example with sample data: nothing is saved, and nothing is sent. StepThru is not yet available.
A sample job moves through the planned steps. Press Pause any time.
Example animation of one sample job moving through the planned stages: booked, invoiced, paid, scheduled, confirmed, completed. Planned client messages appear when the date is scheduled, before the visit, and after the job. The thank-you includes a public review link and a private feedback link. Nothing here is sent.
Don't lose a 5-star job to a missed follow-up.
Text version of the preview video
No speech and no sound. It plays by itself when you scroll to it; you can pause it any time.
Preview. Launching soon. Not yet available. Sample messages, fictional business, sample calendar.
0:00 A job card reads: Roof repair, Oct 9, Booked. Text: The job went great.
Dramatization. Text: Then the client was left wondering. A client asks, "Hey, are you still coming Friday?" then, "Hello?" Text: Small misses. Not bad work.
Text: Planned: the key follow-ups, sent for you. Two sample email-style messages from a fictional business, Sample Roofing Co.: "Hi Dana, you're booked for Roof repair on Oct 9." and "Reminder: we'll see you on Oct 9 for Roof repair."
Text: Planned: you write the words. A message editor shows the confirmation being edited, a planned default timing of 2 days before the visit, and a note that both the Public review and Private feedback links are always included in the thank-you. Changes are not saved.
Text: Planned: every visit in one view. A sample October calendar fills with sample jobs, each labeled with its stage. Planned feature, not yet available.
Text: Planned: a thank-you for every client. A sample thank-you reads, "Thanks for choosing us for Roof repair. You can leave a public review or send us private feedback," with two equal buttons, Public review and Private feedback. The same message is designed to go to every client, with both links.
Text: Don't lose a 5-star job to a missed follow-up. So no client is left wondering what's next.
StepThru logo, StepThru™. Client updates that run themselves. Launching soon. Join the waitlist.
- Roof repairDana
- Sent before the visit date
- 01 Booked
Planned: you would be reminded to send the invoice.
No message to the client at this step.
- B Booked
- I Invoiced
- P Paid
- S Scheduled
- C Confirmed
- C Completed
- Client
- Dana
- Stage
- Scheduled
- Date
- Oct 9 (sample)