STEP 01
Choose the trigger
Start from a meaningful event such as a stage or status change.
Automate the follow-up work your process already expects
Run routine handoffs automatically and keep a record of what happened.
Why it matters
The expensive failures are often ordinary steps that never happened
For operations-minded owners whose follow-up still depends on memory.
01
A won job waits for someone to create production work.
02
Customer follow-up depends on memory.
03
The same task list is rebuilt for every project.
04
Teams distrust automation they cannot audit.
Trigger the handoff
One job action can start the next four.
A job event can email the customer, notify the PM, create the work order, and assign the follow-up task—with execution history showing what ran.
How it works
A visible trigger-to-action chain
STEP 02
Add conditions
Limit the rule to the jobs, people, or values where the action belongs.
STEP 03
Choose actions
Create assigned tasks, send notifications or email, and make the appropriate work order.
STEP 04
Read the history
See what ran, what it created, and why an action was skipped.
Questions buyers ask
Straight answers, before the demo.
What can start an automation?+
Rules begin from supported job events such as process or status changes, then evaluate their configured conditions.
What can a rule do?+
Supported actions include creating tasks, sending notifications or email, and creating work orders.
Can we see why something happened?+
Yes. The job keeps automation history showing the trigger, actions, created records, and skipped steps.
See it in action