Automation

Automate reminders when jobs stall, materials are overdue, or invoices are unpaid.

Preset alerts

Available on all plans — enable common alerts like stale job status or overdue materials.

Custom rules (Pro)

Build rules with conditions (job status, dates, fields), severity, and which roles to notify.

Screenshot: Automation page showing preset toggles and one expanded custom rule (Pro). (App route: /dashboard/settings/automation)

tip

Custom automation rules require the Pro plan.

Related

• Notification types
• Plans and limits
• Payment tracker