1. Help center
  2. Creating Invitations
  3. Sending invitations using Automation

Automating the creation of invitations

Learn how betterbunch Automation connects with popular software platforms to automatically generate invitations once your service has been completed.

betterbunch has the ability to connect with a number of leading Customer Relation Management (CRM), Job Management and Invoicing platforms, including: 

Note: Xero and MYOB automation function when an invoice that includes customer contact details is created inside. This applies to invoices that are manually created inside Xero or MYOB and invoices generated through your job management platform (like Fergus or Mechanic Desk) and then synchronized with Xero or MYOB for accounting purposes.

Once your systems are connected, betterbunch will automatically receive notifications when your service or job is completed. It will then generate and send an invitation to your customer on your behalf automating the invitation creation process.

Automation increases customer engagement with your invitations and improves betterbunch results by ensuring that customers receive timely invitations for feedback quickly after their service is completed. Automation also helps enhance your team's productivity by saving time in the office. 

This feature is available with all betterbunch Pro plans. 

Book-a-demo-and-skyrocket-your-reviews-1