What Automations Do
An automation sends a chosen email template automatically when an event happens, so routine follow-ups run themselves.
Triggers
Automations can trigger on quote, invoice, lead and job events - for example a quote being sent, a job completing or an invoice becoming overdue.
Enabling and Timing
Enable or disable any automation, and control its timing and delivery behaviour so emails arrive at the right moment.
Customer-Added Automations
Some automations can be added per customer, giving you fine control over who receives what.