Automations
The rules that draft invoices, send reminders, and flag exceptions for you.
Configure them under SettingsAutomations. The one that usually pays for itself first is Automatically Send Draft Invoices. If you have the Sales Pipeline add-on, Automated Quote and Lead Follow-Ups chases every unsigned quote for you. To have the office warned a few days before jobs that need a call or a check — irrigation sites, tagged customers, first visits, unassigned work — set up the Upcoming Work Digest. To hear right away when a customer rates a visit low — by role or by name, in the app and by email — set up Low Rating Alerts. Season Sign-Up Deadline Reminders under Customer Comms chases every open season sign-up quote up to its respond-by date and once after; it is covered in Run a Season Sign-Up.
- Automatically Send Draft InvoicesEmail (and optionally text) draft invoices after they sit for a set number of hours, per work type.
- Automated Quote and Lead Follow-UpsFollow up on every sent, unsigned quote and every new lead automatically, as a note from the rep, until the customer signs, replies, or is quoted.
- Get a Daily Heads-Up on Upcoming JobsEmail and notify the office each morning about jobs a few days out that match what you watch for — tags, irrigation, first visits, unassigned work, and more.
- Get Alerted About Low Customer RatingsTell the right people when a customer rates a visit low — by role or by name, in the app and by email — with rules for star levels, comments, and work types.
- Pay Period CloseTell managers when a pay period closes, remind them when it is still unapproved after a few days, and tell workers when their statement is approved or paid.