Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Automove (Basic): How to Send Contracts and Link Them to Jobs
- Automove (Basic): Move Job Automatically When Locked Document Paid
- Automove (Basic): Move Job Automatically When Document Approved
- Jobs (Basic): Link Job to Jobs
- Workflow (Advanced): Tags in Pipelines
- Automation Examples (Basic): Updating Job Assignees
- Job recurrences (Advanced): View, sort, search, filter & export
- Pipelines Conditions (Advanced): Automated discounts for returning clients
- Job recurrences (Advanced): Using with job templates
- Pipelines Conditions (Advanced): Handling Filing Extensions
- Workflow (Basic): Bulk actions
- Pipelines Conditions (Advanced): Sending different contracts to New & Returning clients
- Documents (Advanced): Link Documents to Jobs