Automation Rules

Automate repetitive tasks to save time and reduce human error.

Available Automations

• Job Confirmation — Automatically send an SMS/email when a job is scheduled
• Day Before Reminder — Remind customers 24 hours before their appointment
• Job Complete Notification — Notify customers when the engineer finishes
• Invoice Due Reminder — Chase outstanding invoices automatically
• Review Request — Ask for a review 24 hours after job completion

Setting Up Automations

1. Go to Settings > Automation
2. Enable the automations you want
3. Customise the message templates
4. Set timing rules
5. Save