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Automation

Automate reminders when jobs stall, materials are overdue, invoices are unpaid, or leads need a chase.

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, lead follow-up / status), severity, and which roles to notify.

For leads, choose Applies to: Leads. Examples:

  • Next follow-up is overdue → notify the salesperson or admins
  • Lead not updated for N days → chase no-response enquiries

Lead rules can notify the team only (same as stock alerts). Customer email actions stay on jobs.

Automation settings
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.