Feature Request

Currently, the Stop action in sequence automations is limited to one option capped at 3 days. For estimate outreach, sequence automations often need to run longer than 3 days. Request: Provide the ability to manually set the number of days before the Stop action triggers. This would give users more flexibility in timing their automations and better align with longer outreach sequences.

Request an automation feature that notifies users when a contract is about to expire. This would help ensure timely follow-ups and reduce the risk of missed renewals. Currently, there is no automation in place for this scenario.

Add a toggle option on individual invoices and estimates that allows users to temporarily disable sequence automations for that specific record only.

Currently, sequence automations can trigger when a visit is completed, but there isn’t an option to add an AND condition based on the specific service provided. It would be very helpful to have an action in automation that triggers when a specific service is indicated, so automations only run for relevant visits.

Allow the option to designate a separate accounts payable or accounts receivable email address for invoices, so that invoices can be sent directly to the appropriate department instead of only going to the customer’s default invoice email.

Currently, the “estimate accepted” automation trigger runs for the entire estimate, even if individual services within the estimate are not selected/checked. We’d like the trigger to only run for services that are checked/selected when the estimate is accepted.

Would like the ability to trigger clock-in or clock-out reminders based on: A specific time (e.g., start or end of a shift) A specific location using geofencing Additionally, it would be valuable to have a lock screen reminder or notification that prompts employees to clock in or out when they reach the set time or location. This feature would help ensure accurate time tracking and reduce missed clock-ins or clock-outs.

Add the ability to trigger automated SMS replies based on keywords in incoming client messages. When a client texts the business number, the system should listen for specific keywords (e.g., “ESTIMATE” or “CALL”) and automatically respond with a predefined message and link, such as an estimate request form or a scheduling link. This feature would help reduce inbound phone calls and guide clients into self-service workflows without ringing the business phone.

We would like to request a new internal automation trigger that activates after the first visit of a job or service is completed. This trigger should only fire once, after the initial visit, and not after subsequent visits. This would allow users to automate actions such as sending internal notifications, updating job statuses, triggering follow-up workflows, or applying tags specifically tied to the first completed visit.

Add the ability to use services as conditions so that when an estimate is accepted, the system can automatically apply corresponding tags to the client and/or property based on the services included, reducing manual tagging and improving workflow automation.