All features
Automations
Stop doing the next step by hand.
Automations watch for events on your jobs and act on them: create the work order, assign the task, notify the office, or skip a stage. Build them with plain if-this-then-that rules.
Triggers
Stage changes, accepted estimates, signed documents, and more.
Conditions & branches
Only act when the job matches, or branch on the details.
Waits
Do something two days later, not just right now.
01
How it works
Each automation is a trigger, optional conditions, and a list of actions.
- Trigger on events like a job entering a stage or an estimate being accepted
- Conditions narrow it to the right jobs, such as job type or location
- If-branches take different paths based on the job
- Wait steps pause before continuing
02
What automations can do
The busywork the office does after every milestone.
- Create work orders and tasks
- Send notifications to the right people
- Update fields on the job
- Skip ahead to a later stage when steps don't apply
Works hand in hand with
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