Workflow Configuration
Enable or configure pre-built automation workflows for common scenarios.
Auto-Estimate on New Job
ActiveAutomatically generate an AI-powered estimate when a new job is created in the system. Saves time by drafting quotes without manual input.
Auto-Procure on Job Approval
Trigger procurement requests automatically when a job is approved. Ensures materials are ordered without delay after approval.
Lead Auto-Response
ActiveSend an instant personalized response to new leads via email or SMS. Improves conversion by engaging prospects within minutes.
Procurement Approval Gate
Route procurement orders above a set threshold for manager approval before processing. Maintains budget controls automatically.
Communication Templates
Customize the email and SMS templates used for automated communications.
Lead Response Email
EmailHi {{customer_name}}, Thank you for reaching out to {{company_name}}! We received your inquiry and will get back to you shortly. Our team typically responds within {{response_time}} hours. In the meantime, feel free to browse our services at {{website_url}}. Best regards, {{agent_name}} {{company_name}}
Estimate Delivery Email
EmailHi {{customer_name}}, Please find your estimate attached for the work requested on {{job_date}}. Estimate Total: {{estimate_total}} Valid Until: {{expiry_date}} To approve this estimate, simply reply to this email or call us at {{phone_number}}. Thank you for choosing {{company_name}}! {{agent_name}}
Appointment Confirmation SMS
SMSHi {{customer_name}}, your appointment with {{company_name}} is confirmed for {{appointment_date}} at {{appointment_time}}. Address: {{job_address}}. Reply STOP to cancel. Questions? Call {{phone_number}}.
Approval Rules
Set dollar thresholds that control when the system automatically approves actions without requiring manual review.
Auto-approve procurement skips manager sign-off for orders below the threshold, speeding up low-risk purchases. Auto-send estimates delivers quotes to customers without a manual review step for jobs under the set value.
Procurement orders at or above this amount will require manual manager approval.
Estimates at or above this amount will be held for review before being sent to customers.