Pro

Your workflow, without the repeated admin

Choose what happens when a job is created, scheduled or completed, an engineer is booked, or a certificate contains wording that needs follow-up.

Try it freeAutomations are on Pro and managed by company owners and admins.

Automations

What you get

Pick the event, conditions and actions your company wants, rather than a fixed workflow.

Run your chosen actions when a job is scheduled or completed, alongside existing job and booking events.

Match wording such as Unsatisfactory and automatically raise a linked follow-up job, without duplicating it when the certificate is edited.

Create an unsent draft quote or invoice from saved job line items, ready for review. Existing documents are checked to avoid duplicates.

Use available email, note and job-update actions to keep your workflow moving.

Free to start · no card needed