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Automations

The rules that do the chasing: flows, tiers, routing, time limits, reminders, business hours and brands.

Who can change them

Automations opens for people who can change automations or company settings. Changing anything needs "Change automations, SLAs, tiers and routing", which only the CEO has in a new company. Everyone else sees the page read-only.

The Automations page: the Flows card with the acknowledgment email and text, the intake task, the missed-call text-back, the time-limit alarms, the proposal follow-up, the handoff, the billing form chase and the nurture check-in, each switched on.
The Flows card on Automations.

Flows

Twelve switches, all on in a new company:

  • Acknowledgment email, and acknowledgment text
  • Intake task and team alert
  • Missed-call text-back
  • New lead over its limit, Sizing over its limit, Estimating over its limit (and the escalation)
  • Proposal follow-up
  • Won to Production handoff
  • Billing form chase
  • Lost to nurture: a check-in after 90 days
  • Intake end of day, at 4:30 PM

The other cards

Automations cards
CardWhat it holds
TiersWhere Tier 1 and Tier 2 start (50,000 and 10,000 sq ft), your service area counties, and what Tier 3 leads get: the decline template (to start), or a draft estimate for a person to review. See Estimates.
RoutingOne person each for intake, Tier 1 estimates, Tier 2 estimates, PlanHub bids, escalations and Tier 1 alerts, the office (contracts, COI, billing) and operations (plant, trucking, schedule). All start as the owner.
SLA timersThe time limit for each stage, in business hours. See Time limits and reminders.
Untouched remindersHow many business hours a lead may sit untouched in each stage (16 to start).
Business hoursWhen the company opens and closes, and which days. Monday to Friday, 8 AM to 5 PM to start. At least one day is needed. Holidays are not counted as closed.
Handoff and nurtureWhich customer types need a notice to owner (general contractor and tenant to start), the NTO deadline (30 days) and when lost leads get a check-in (90 days). See Paperwork and the handoff.
BrandsEach brand's name, phone and sending address.

The time zone is set on Settings.

How the shared inbox sorts its mail is set with the same permission, on the inbox's own Rules tab: its categories, rules in plain words that sort and assign each email as it arrives, and its AI assistant's switches, quality and daily cap. See Categories and rules and The AI assistant.

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