Mia Chen ●
FRIDAY, SEPTEMBER 11
Automations
Creation is disabled in this fictional demo environment.
Estimate follow-up
When an estimate is viewed twice without approval, create a task for the owner.
Active · 24 runs
Missing closeout documents
At job completion, verify required photos and signed forms before invoicing.
Active · 8 checks
Maintenance renewal
Create renewal outreach 30 days before a service plan expires.
Active · 41 queued
New lead routing
Assign leads by service area, work type, and coordinator capacity.
Active · 17 routed
Deposit received
Update estimate, create installation readiness checklist, and notify scheduling.
Active · 6 runs
Stalled job review
Surface active jobs with no field or office activity for two business days.
Draft