Settings
System configuration & company preferences
Automation Workflows
Trigger-based rules that run without human intervention.
Active workflows
5
Runs this month
63
Failed runs
0
Your Workflows
Auto-invoice on job completion
Active
Job status → CompletedCreate invoice from job costsNotify PM & customerSchedule 5-day follow-up
34 runs this month · Last ran 2h ago
Quote follow-up reminder
Active
Quote sent + 5 days no responseNotify sales repAdd task to CRM
18 runs this month · Last ran 1d ago
Low-stock reorder alert
Active
Inventory ≤ reorder pointDraft PO to preferred supplierNotify office admin
7 runs this month · Last ran 4h ago
Overdue invoice escalation
Active
Invoice unpaid + 45 daysNotify ownerFlag customer in CRMPause new work
3 runs this month · Last ran 6d ago
Safety incident report
Active
Incident submitted (mobile)SMS + email to ownerCreate audit recordAssign PM to follow up
1 runs this month · Last ran 12d ago
New customer welcome
Paused
Customer createdSend welcome emailCreate onboarding task
0 runs this month · Last ran —
Templates
Ready-made automations you can enable with one click.
Weekly A/R digest
Every Monday 8am
Email the owner an A/R summary
Job photo reminder
Job In Progress + no photos in 24h
SMS the crew lead
Time entry approval nudge
Timesheet pending 24h
Notify supervisor
Cert expiry alert
Certification expires in 30d
Notify crew + admin