Settings
67 results found
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Expand the different conditions that are allowed for automations to trigger on.
For instance, allowing an automation to filter by a certain word in the name of a job. Allow greater freedom for creating more specific conditions for automations.
3 votes -
Automation based on Job Due date/start
I would like to be able to use the job due date/start as an automation trigger.
Currently the drop down in the automation options does not include this field.
If I create a custom field with a date I can build automations off that but I would like it to be the due date/start.
1 vote -
Automation to Send Invoice Document
Logo is trying to set up a automation that will send the full invoice once it is paid
2 votes -
automation
With the new Jobs version 2, it brings to light the issue with automations where a task is to be assigned to the sales rep. It has always been an issue that a contact may have one sales rep but multiple jobs might all have different sales reps. The automation only assigns the task to the sales rep for the contact and not the sales rep for the job.
With Jobs V2, you can't assign a sales rep to the contact during initial entry and can only assign the sales rep to the job. If you don't go back after…
1 vote -
Job Automation With Ability to Change Type, Not Just Status
Warranty jobs go in the warranty workflow, but sometimes they end up not being warranty. This means the type/workflow needs to change. Our sales reps only really change statuses, not the workflow/type, because it requires extra time to open the edit box. We need to create an automation that changes the type/workflow based on a status in the warranty workflow that triggers this change.
3 votes -
Contact Automation With Ability to Change Type, Not Just Status
This is needed because it is not possible to create a job automation with a parent contact Type condition. My workaround was going to be to have the parent contact of the job change to a status that is a trigger status to change the contact type (so the use of both a job and a contact automation to accomplish what we need).
3 votes -
View Automation Activity
I would like to be able to view activity for changes within the automation so I can help troubleshoot when automations have been modified and if that would have caused one to trigger unexpectedly or not.
9 votes -
Auto Create Work Order Upon Status Change
I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!
30 votes -
Advanced Logic paths for automations
When creating an automation, the conditions are very limited because they are specific to the type of automation, and the trigger can not be made to be very specific. also, the actions are limiting since we can only send emails, update record status, etc.
what would be ideal is if we could add additional conditions which apply to other job details.
for example, we have an automation which, upon sending an estimate, it updates the status to "pending customer approval." the only issue we have is that we use the new estimates for preliminary contingency agreements with no dollar amount.…
4 votes -
Groups
I would like to be able to assing automations based on a position instead of a specific person. i.e. Create a production group, assing the people handling the production aspects, and update the members when we have new hires or fires, but that way we only have to update who the member is instead of remembering to go into each thing an indiviudal is assinged ot and update that where you will end up loosing the previously assinged tasks.
3 votes -
ability to filter automations
I ultimately would like a cleaner way to see all the automations. so the ability to filter through them. Like seeing by who is assigned or jobflow or status as examples.
1 vote -
Automations to Change Work Order Status
Would like to be able to Work Order status as an option in the actions of an automation. For now, actions can update contacts and jobs, but it would be helpful if it could update the Work Order too.
6 votes -
Ability to "not send" a First Payment Reminder email if there is a payment recorded under Payments
We currently send out a First Payment Reminder email when the job status is changed to "Roof Build Complete" It would be helpful if we could exclude a contact from receiving this reminder if there is a payment already recorded under Payments.
1 vote -
Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
6 votes -
Email Notification When EagleView is Uploaded
I would like to be able to set up an automation so I can be notified when an EagleView report comes in.
4 votes -
automation for when a job status is moved out of a status
We want to put an automation in that will tell us if someone changes the status of a current status? Specifically, if someone takes something out of one of our Key status. Or if there was a way to Lock a status so that only one person can move it out of a status?
1 vote -
Folders or Ability to Reorder Automations
That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.
26 votes -
Automation for multiple invoices or based on multiple record types
I progress bill, meaning I bill up to 3 times (deposit, in-progress, and final bills). Having an automation that can change the job's status once all invoices have been paid or be based on all invoices being closed and the jobs status matching a specific status would be very helpful. I need to make sure the automation only happens from the Pending Payments status and ALL invoices created have been paid/closed
4 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
4 votes
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