Save time when automating recurring GorillaDesk tasks by utilizing our Trigger feature.
To activate this feature, access Addons and then proceed to the Triggers panel.
With the Trigger feature, you have the option to:
Completionist:
Automatically send invoices by email when the job's status is set to complete.
This trigger does not work on recurring invoice, recurring invoices has their own actions.
Automatically send all invoices by SMS when the job's status is set to complete.
This trigger does not work on recurring invoice, recurring invoices has their own actions.
Automatically send work order by email when the job's status is set to complete.
Automatically send all work orders by SMS when the job's status is set to complete.
Automatically charge the available card on file when the job's status is set to complete (Must have Stripe or Square and Credit card on customer's file)
This trigger does not work on recurring invoice, recurring invoices has their own actions.
Automatically apply credit when a job's status is set to complete or when an invoice is marked as sent
This trigger does not work on recurring invoice, recurring invoices has their own actions.
Auto-Receipt:
Automatically email a receipt when an invoice is paid.
Automatically send receipt by SMS when an invoice is Paid.
Auto-Mats
Automatically pulls materials from the previous service to the next recurring active job.
Recommended to be disabled unless you fully understand the purpose of these triggers.
Advance Balance
Automatically skip the Draft step when generating invoices. All future invoices will show up as SENT, sent invoices will show active balance, this is used to collect payment for the current + advance collection of the next upcoming service.
Recommended to be Disabled unless you want all future invoices to show as payable. This needs to be communicated to your customer as they will see balance for a future invoice.
Mark Zero Invoice as Paid
With this trigger, when you mark a $0 invoice as “Sent,” it will automatically be marked as “Paid.” This allows you to generate a clean report of invoices that need payment, without $0 invoices appearing when filtering by “Sent” status.
When this trigger is on, all $0 invoices will automatically be marked as “Paid.”
You cannot have some $0 invoices marked as “Sent” and some as “Paid.”
$0 invoices in DRAFT status are not affected.
If this setting is enabled, you cannot mark a $0 invoice as “Sent” again.
If you need it to appear as “Sent,” you can edit the invoice amount (e.g., change it to $1), and it will revert to “Sent” status.
If you want to keep a $0 invoice without it being marked as “Paid,” you can revert it to “Draft.”
Since “Paid” status is locked, you cannot change it directly to “Draft.” You’ll need to add a value (e.g., change it to $1), which will revert it to “Sent” status, and then you can mark it as “Draft.”
Please Note: This is a Global setting and cannot be modified for specific customers.
