Automations allow you to automate following up with customers, letting them know when you will service their property, and more.
Set Up a New Automation
More on Automations
Customer Specific Automations
Automation Trigger Conditions
Learn about Automation Trigger Conditions
Edit Text Templates for Automations
When setting up or turning on an automation that will send a text, you will use a text template....
Learn How to View Automation History
Invoice Specific Automations
Sometimes you might want automations to run for certain invoices and not others. You can set automations up to run...
Estimate Specific Automations
Learn About Estimate Specific Automations