Automations

CONSISTENT FOLLOW-THROUGH

Keep work moving automatically.

Rules turn work that needs attention into visible office alerts. Every alert is recorded, with duplicate protection.

Manual checks available · scheduler setup pending

Unacknowledged assignments

Alert the office when a technician has not acknowledged an assignment after 10 minutes.

0

actual alerts created in the last 30 days

Enabled

Overdue invoice follow-up

Create an office reminder for each issued invoice past its due date. One reminder per invoice per day.

0

actual alerts created in the last 30 days

Paused

Open quote follow-up

Create an office reminder when a sent proposal has been unanswered for 3 days.

0

actual alerts created in the last 30 days

Paused

Customer messaging & advanced automations

Missed-call text-back, review requests, maintenance renewals, automatic scheduling, and customer SMS campaigns still require their respective integrations and workflows. These are not running in the background.

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