Automation & Workflows

What the automation engine actually is, when to use it instead of doing things manually, and the rough mental model for building your first workflow.

The common triggers (job created, status changed, payment received) and actions (send email, change status, create task) you'll combine into automations. With recommendations on which to actually use.

The three starter automations almost every service business benefits from: appointment confirmations, past-due nudges, and post-job follow-up. With concrete cadence and copy guidance.