How to use automation to remind the contractor or manager that a workorder remains pending after x no of days

Modified on Tue, 26 Mar 2024 at 09:00 AM

If you want to send an automated reminder to a contractor that the job has still not been accepted manual events are a good way to set those up. 


A custom trigger is required based on time   Go to preferences>automation

      

 Step 1 Chose area

 


  Step 2  

   

 Step 3 Set up the conditions In this case, its workorders pending and created date -7 days


 

 Step 4 Add the action to the trigger. This is linked to how to add action to tiggers


    

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