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 workorder by email 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.
Auto-Mats
Automatically pulls materials from the previous service to the next recurring active job.
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.
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.
Please Note: This is a Global setting and cannot be modified for specific customers.
