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60 results found

  1. 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

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    0 comments  ·  Automation  ·  Admin →
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  2. 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.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  3. 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.…

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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  4. 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

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    0 comments  ·  Automation  ·  Admin →
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  5. 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.

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  6. 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

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    1 comment  ·  Automation  ·  Admin →
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  7. 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.

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  8. 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…

    5 votes

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    2 comments  ·  Automation  ·  Admin →
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  9. 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!

    8 votes

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    1 comment  ·  Automation  ·  Admin →
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  10. 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

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    0 comments  ·  Automation  ·  Admin →
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  11. Automation to add assignee to contact/job

    Automation to add assignee to contact/job. This would be helpful when a new contact is created by an integration like salesrabbit, where it could assign the team member that is the sales rep.

    2 votes

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  12. 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

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  13. 3 votes

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    0 comments  ·  Automation  ·  Admin →
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  14. Document type as an automation condition

    I would like to set up an automation where the Document is the trigger record and include a "Document Type" as a condition so I can send notifications when different types of documents are signed. They need to go to different people.

    2 votes

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  15. The ability to automate note creation on a job or contact.

    The ability to automate note creation on a job or contact.

    2 votes

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  16. Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting

    Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.

    This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.

    5 votes

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    1 comment  ·  Automation  ·  Admin →
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  17. Triggers need a HUGE upgrade.

    I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.

    This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).

    Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…

    6 votes

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    4 comments  ·  Automation  ·  Admin →
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  18. Additional template fields for Engage

    Add template fields for assignee on the job/contact and for the sales rep within Engage templates.

    2 votes

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  19. Recurring Automations

    I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days

    6 votes

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  20. Automation Ideas

    Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.

    2 votes

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