Module overview
Automation
Let the system handle routine follow-up so you can focus on the work.
What it does
The Automation module runs time-based rules every day — stale-lead alerts, quote-expiry warnings, overdue-invoice reminders, recurring invoices, and your own follow-up rules — without anyone on your team having to remember.
- Stale-lead alerts when a prospect has not been contacted within a configurable window
- Quote expiry notifications before a quote lapses
- Overdue-invoice reminders sent automatically to clients
- Recurring invoices generated and emailed on schedule
- Your own follow-up rules, configured in Settings → Automation
- Clients can opt out of optional follow-up emails — one-click unsubscribe in every automated message
Why it matters
The highest-leverage work in a professional service firm is building relationships and delivering quality — not manually chasing unsigned quotes or overdue invoices. Configurable rules handle the predictable cadence so nothing slips through the cracks.
How it fits in
Automation runs as a scheduled job that scans all businesses once per day. It reads CRM leads, open quotes, unpaid invoices, and recently closed projects to determine what needs action. Client-facing automated emails (overdue reminders, recurring invoices, post-project follow-ups) are switched on per business, and a business can turn each one off at any time in Settings.
Ready to see Automation in action?
Book a live demo and we will walk through your exact workflow — using your business name and branding from the first screen.
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