Recurring work and routine steps that run themselves
Automation rules with a run history, and recurring service agreements that generate the next job on schedule instead of being remembered.
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- Quarterly boiler serviceToday1 job created
- Job completed → follow-upYesterday3 follow-ups
- Overdue invoice reminder2 days ago2 flagged
Let the routine steps run in the background
Set up rules for the repeat steps your office still does by hand, and each rule runs on its own and records what it did.
- Rules with the trigger and action you set
- Runs in the background on your data
- Enable or pause a rule at any time
- TriggerJob status becomes complete
- ConditionCustomer has a service agreement
- ActionFollow-up task in 3 daysNow
Maintenance agreements that produce the next visit
A recurring service agreement holds the schedule and scope for a customer, and generates the next job when it is due.
- Recurring agreements per customer
- Next job generated on schedule
- Occurrence history you can review
- Quarterly boiler serviceEvery 3 monthsActive
- Next occurrence12 Jan 2027Scheduled
- Last generated12 Oct 2026 · JOB-2081
The next job is produced on schedule, not remembered.
See what ran, when, and what it created
Every run is recorded with its result, so you can confirm a rule did what you expected rather than trusting it quietly.
- Run history per rule
- Result and details on each run
- Generated jobs traceable to the agreement
- Quarterly boiler serviceToday 06:001 job
- Job completed → follow-upYesterday3 tasks
- Overdue invoice reminder2 days ago2 flagged
What it changes for your business
Repeat visits that do not get missed
Less routine admin each week
A record of what ran automatically
Agreements billed from real jobs
Works alongside
Communications
Portal access, a customer message inbox, and saved replies, so what you told a customer stays on their record instead of in someone's phone.
Learn moreTeam
Invite the people who work with you and give each one a role, with seats that follow your plan and availability kept in the same directory.
Learn moreAnalytics
Collected revenue, outstanding balance, job completion, lead conversion, and the open estimate pipeline, with trends and status breakdowns.
Learn morePut automations to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.