Why Does This Matter?
You can add Arrivy tasks to your project automation workflows. This feature is only available for the project module and for all job types. By eliminating manual task creation, your team can streamline scheduling, improve coordination, and ensure field teams receive the right tasks at the right time without extra effort.
What You Will Need
Access to SubcontractorHub Platform.
The organization needs to have the Arrivy task integrated.
Step by Step Instructions
Step 1: Click “Manage Database” from the main menu and click “Database” from the dropdown.
Step 2: Click “Additional” and click “Automations” from the dropdown.
Step 3: Click “+ Add” to add new automation.
Step 4: Provide a title for the automation and click “Next”.
Step 5: Select “Project” as your job type and click “Next”.
Step 6: Select your preferred job type and click “Start Now!”.
Step 7: Click the “+” icon beside “Add Start Trigger(s)”.
Step 8: Click the preferred trigger. For this workflow, we are selecting “When Field Updated”.
Step 9: Select the preferred field from the dropdown and click “Save”.
Step 10: Click the “+” icon above “Automation Ends Here”.
Step 11: In the action list, scroll down to find “Arrivy Task” and select it.
Step 12: Provide category, title, and customize the scheduling options. Click “Save”.
Step 13: Click “Launch” to finish the process.