Automation
Automate workflows and streamline operations
Weekly Maintenance Reminders
active
Automatically send reminders to clients before scheduled maintenance
Trigger
7 days before appointment
Action
Send email notification
Executed 245 times
Payment Follow-up
active
Send payment reminders for overdue invoices
Trigger
3 days after due date
Action
Send email + SMS
Executed 89 times
Job Completion Survey
active
Request feedback after job completion
Trigger
1 day after job completion
Action
Send survey email
Executed 156 times
Equipment Maintenance Alert
paused
Alert technicians when equipment maintenance is due
Trigger
Based on equipment schedule
Action
Create alert + assign task
Executed 67 times