Automations
2 active automations
Auto-Assign Work Orders
Automatically assign new work orders to available employees based on skill and location
New work order created
Assign to best-match employee
Paused
Phase Completion Notifications
Notify admin and client when an employee completes a project phase
Phase marked complete
Send email & push notification
Active
Auto-Generate Invoice on Completion
Automatically create a draft invoice when a project is marked complete
Project completed
Create draft invoice
Paused
Overdue Invoice Reminders
Send automatic reminders for invoices past their due date
Invoice past due
Send reminder email to client
Paused
Client Welcome Email
Send a welcome email with portal login details when a new client is added
New client created
Send welcome email
Active
Daily Activity Summary
Send a daily summary of completed work orders, hours logged, and project updates
Daily at 6:00 PM
Email summary to admin
Paused