As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.

I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.

I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition

I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
Thank you for your consideration.

We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.

The ability to turn off an automation for certain customers then turn it back on once the customer catches up in the process they have laid out.

Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.

i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.

The ability to have an automation change the job workflow along with the job status. So they do not need to go in and manually change the workflow when they want to change boards.

We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.

The ability to set an automation to change the estimate to "approved" and the invoice to "open" when the job or contact is moved into the "sold" status. In other words, building out automations to be able to do more than create tasks or send emails.

In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"

It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")

Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.

For days in status as part to an option in the conditions section of automations.

Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.

I would like to build automations based on an empty or blank field

The ability to add an estimate total as a condition to a contact triggered automation.

A way to automate tasks, where it can tag everyone instead of having to assign each individual.