Help centre / AI & Automation

Automations that run for you

Every scheduled job the platform runs, so nothing surprises you.

Daily/continuous

Contract visit top-up (90 days ahead, nightly); quote SLA checks (every 10 minutes) and the 07:30 outstanding-quotes digest; invoice reminders (3 days before due, then overdue); compliance expiry reminders; recurring job spawning; supplier onboarding chasers (3/7/14 days); profile-refresh chasers (14 days); route-plan logging.

• Weekday mornings: 06:30 operative briefing with route; 08:00 supplier profile-change digest; 09:00 completeness reminders.
• Weekly: Monday admin digest; Monday Staff Monitoring team report.

Event-driven

Acknowledgements, assignment emails, client status/milestone alerts, contract booking flags, rating alerts, mention emails, low-activity alerts.

Related: Notification preferences