Enjoy better control and convenience with the automation section, featuring the "Appointment" module, as well as triggers for when appointments are created and fields are updated.
Follow the steps below to see where and how you can access these features.
Step 1: From the main menu, go to “Database” under “Manage Database”.
Step 2: Open the “Additional” drop-down and go to “Automations”.
Step 3: Click on the “+Add” icon on the right to add a new automation.
Step 4: Name your automation and click “Next”.
Step 5: Select “Appointments” and click “Next”.
Step 6: Choose your preferred job type and click “Start Now!”. You can choose any of the following: roof, solar, HVAC, battery, generator, or water filter.
Step 7: Click “Add Start Trigger(s)”.
Step 8: Click on “When Field Updated”.
Step 9: Select the field from the drop-down menu and click “Save”.
Step 10: After saving, proceed to the next steps to complete your automation