Outreach puts five AI follow-up tools on one screen in the mobile app. Each one finds a group of customers and drafts a message for them. Nothing is sent from this screen. You review each draft and send it yourself.
To open it, go to the AI Tools screen and tap Outreach under Sell & convert. See Finding every AI tool in the mobile app.
Pick a list
Tabs across the top switch between the lists. You only see the tabs your role can use.
Stale Quotes
Finds quotes that never turned into a job. Set Lookback (days) and tap Refresh. You see Stale quotes, Total at risk and Drafts ready. Each draft shows who it's for, the message and why. Tap a draft to open that customer, then send it from their conversation. The web version is Using AI Quote Win-Back.
Churn Risk
Ranks your customers by how likely they are to stop coming back. Each row shows a risk score out of 100, the last visit, an estimated lifetime value, and the next service to invite them back for. It only reads and ranks. Tap a customer to open them. The web version is Using the AI Churn & LTV tool.
Slow Days
Tap Find slow days & draft a campaign. You see Upcoming slow days with open slots, a Suggested limited-time offer, an SMS draft, an Email draft, and Customers to invite back. If there's nothing to fill, it says No slow days to fill. The web version is Filling slow days with AI.
Maintenance Due
Finds ceramic and PPF customers whose yearly inspection or recoat is Overdue or Due soon. Pick SMS or Email under Channel, then read each Reminder draft. The web version is Using AI Maintenance Reminders.
No-Shows
Scores upcoming appointments by no-show risk. You see how many were scanned and flagged. Each risky appointment shows its score, the reasons, and a Suggested confirmation text. The web version is Using the AI No-Show Risk tool.
Who can use it
Outreach is for sales staff, owners and managers. Installers see only the No-Shows tab. Stale Quotes and Churn Risk also need the "View financial reports" permission. If no tab fits your access, you see Sales access needed.
Frequently asked questions
Q: Does Outreach send texts or emails to customers?
A: No. It only drafts messages. You review each one and send it yourself.
Q: Why don't I see the Stale Quotes or Churn Risk tabs?
A: Those two tabs need the View financial reports permission. Ask your shop owner if you need them.
Q: Can installers use Outreach?
A: Installers only see the No-Shows tab. The other tabs are for sales staff, owners and managers.