Send Touch-Up Kit Information
Automatically deliver customized touch-up kit information and paint specifications to clients immediately after job completion, enhancing customer satisfaction and reducing follow-up inquiries.
When
Painting Job Status Changed to Complete
Then
Client Receives Touch-Up Kit Information Package
3 hours per week
Time Saved
70% fewer follow-up calls
ROI Impact
A painting job touch-up kit automation sends customized paint specifications, color codes, product recommendations, and application instructions to clients immediately after job completion. This eliminates manual follow-up while ensuring clients have all necessary information for future touch-ups.
How This Automation Works
Painting Job Status Changed to Complete → Client Receives Touch-Up Kit Information Package
Job Completion Detected
The system monitors your job management database and detects when a painting project status changes to 'Complete'. It captures the job ID, client contact information, project location, completion date, and associated paint products used during the project.
Paint Specifications Retrieved
The system automatically retrieves detailed paint information from your project records, including brand names, product lines, color codes, sheen levels, and any custom color formulations. It also gathers surface preparation notes and special application instructions relevant to the specific project.
Touch-Up Kit Package Generated
Using retrieved data, the system generates a customized touch-up kit information package. This includes formatted paint specifications, recommended touch-up tools and materials, step-by-step application instructions, storage guidelines, and branded documentation with your company logo and contact information.
Delivery Channel Determined
The system checks client communication preferences and selects the appropriate delivery method (email, SMS, or both). It formats the content appropriately for each channel, with detailed information for email and concise quick-reference data for SMS with links to full documentation.
Information Sent to Client
The touch-up kit package is automatically delivered to the client through selected channels. Email includes a comprehensive PDF attachment with all specifications, while SMS provides immediate access links. The system logs delivery confirmation and tracks client engagement with the materials.
Follow-Up Scheduled
The system automatically schedules a follow-up check-in for 30 days post-completion to ensure client satisfaction and answer any touch-up questions. This creates an additional touchpoint for relationship building and potential future project discussions while demonstrating ongoing commitment to client success.
How It Works
Transform your post-job customer experience by automatically sending comprehensive touch-up kit information the moment a painting project is marked complete. This system eliminates manual follow-up tasks while ensuring clients receive essential paint color codes, product recommendations, storage instructions, and application tips. By providing immediate access to touch-up resources, you reduce service callbacks, minimize color-matching inquiries, and position your business as proactive and professional. The process captures job completion data, retrieves specific paint formulations used, generates customized care instructions, and delivers everything via email or SMS within minutes. This approach not only saves administrative time but also creates a premium customer experience that drives referrals and repeat business.
The Trigger
The system monitors your job management database and activates when a painting project status is updated to 'Complete' or 'Finished'. This trigger captures essential job details including project ID, client information, paint products used, and completion date to initiate the touch-up kit delivery process.
The Action
The system automatically compiles and sends a personalized touch-up kit information package to the client via their preferred communication channel. This package includes paint color codes, brand specifications, recommended touch-up products, storage guidelines, application instructions, and links to purchase materials. The delivery includes professional formatting with your company branding and optional follow-up scheduling links.
Common Use Cases in Painting
- Residential painting contractors automatically sending touch-up kits to homeowners after interior repainting projects
- Commercial painting companies delivering maintenance specifications to facility managers after large-scale building projects
- Property management painting services providing standardized touch-up information to landlords for multiple unit renovations
- Specialty finishing contractors sending detailed product information for custom color applications and decorative treatments
- Multi-location painting franchises ensuring consistent post-job communication across all branches and service territories
Results You Can Expect
Eliminate Manual Follow-Up Tasks
Remove the burden of manually compiling and sending paint specifications to each client. The system handles information gathering, formatting, and delivery automatically, freeing your team to focus on billable project work rather than administrative tasks.
Reduce Service Callbacks
Provide clients with complete touch-up information upfront, dramatically reducing phone calls and emails requesting paint codes months after job completion. Clients have immediate access to all specifications, eliminating information-seeking interruptions to your workday.
Enhance Professional Image
Demonstrate exceptional attention to detail and customer care by automatically providing comprehensive touch-up resources. This proactive approach differentiates your business from competitors and creates memorable experiences that drive word-of-mouth marketing and repeat business.
Ensure Information Accuracy
Eliminate transcription errors and mismatched paint codes by pulling information directly from your project management system. Automated delivery guarantees clients receive exact product specifications, preventing costly color-matching mistakes and customer dissatisfaction.
Frequently Asked Questions About This Automation
An effective touch-up kit delivery should include paint brand and product names, specific color codes or formulation numbers, sheen level (flat, satin, semi-gloss, etc.), recommended touch-up tools, application instructions, storage guidelines, and approximate coverage estimates. Include links to purchase materials and high-quality photos of the painted surfaces for reference.
Set Up Job Completion Triggers in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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