Everything your app can do — status at a glance
Appointment reminder emails/SMS before each visit
✅ BuiltDaily appointment reminders are built and scheduled. SMS via Twilio, email via Resend.
View SettingsAuto-email new clients their welcome pack when they sign up
🔴 To DoWelcome email template exists (in Millionaire Blueprint) but the automation trigger on new client creation needs to be activated.
Automated CampaignsAlert you when a technician marks a job complete
✅ BuiltJob completion notifications are built. Alerts fire when appointment status → completed.
View AlertsWeekly revenue/booking summary every Monday morning
✅ BuiltScheduled weekly business report automation is active.
View AnalyticsGmail — auto-send booking confirmations, invoices, follow-ups
✅ BuiltEmail sending is handled via Resend (not Gmail directly). Booking confirmations, invoices and follow-ups are all configured.
Email MarketingGoogle Calendar — sync appointments so technicians see their schedule
✅ BuiltGoogle Calendar sync is authorised and active. Appointments sync bidirectionally.
Calendar SettingsGoogle Sheets — export client/payment data for reporting
✅ BuiltGoogle Sheets connector is authorised with read access.
AnalyticsSlack — instant notifications when new clients book or pay
⏳ FutureSlack is a supported connector but not yet authorised. Can be set up to ping a channel on new bookings or payments.
Daily/weekly business summaries (clients, revenue, appointments)
✅ BuiltBusiness Analytics dashboard shows clients, revenue, and appointment stats. Weekly scheduled report is active.
Business AnalyticsLow stock alerts for your inventory
✅ BuiltInventory monitoring with low-stock alerts is built and active.
InventoryFlag clients who haven't had a service in a while
✅ BuiltRe-engagement campaigns and churn risk detection are built.
Re-EngagementBulk update client records
🔵 PartialIndividual client editing is fully built. True bulk update (select many → change field) is not yet a UI feature.
ClientsClean up duplicate or test entries
🔴 To DoNo deduplication tool exists yet. Manually delete via the Clients page for now.
ClientsImport new clients in bulk
🔴 To DoBulk import from CSV/Excel is not yet available as a UI feature. Can be done via the Google Sheets connector.
ClientsFix or rebuild any broken page in your app
🔵 PartialMost pages are functional. Known gaps: Terms of Service checkbox, welcome email automation trigger, bulk client import.
Blueprint Priority ListAdd new functionality — payment tracking, route planning, etc.
✅ BuiltRoute optimiser, live tracking, Stripe payments, and appointment map are all built.
Route OptimizerResearch pricing in your area
✅ BuiltPostcode pricing matrix and commercial pricing are in the Industry Research Hub and Commercial Proposal Kit.
Industry Research HubDraft emails, contracts, or marketing copy
✅ BuiltEmail templates, Terms of Service copy, welcome emails, commercial proposals, and follow-up scripts are all built.
Proposal Kit