Automation Log

5
Claire GautreauxOwner

Top Tasks

Send estimate for bed weed controlSend estimate for bed weed controlFollow up on large patch
Clocked in 2h 27mToday: 5 stops

Talk

MessagesEmailsShared Notes

Work

Tasks4My DayMy Timesheet52.6h

Me

Time OffMy PayMy FilesMy EarningsDocuments
My Settings
Help
Help CenterSupport ChatAnnouncementsFeature Requests
Sign Out
Log Out
Switch
OfficeCustomer
Automation Log
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Reference Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Customers

Automation Log

Everything automations did for this customer.

Open Automation Log

Where and How

Automation Log

Customers › Customers › Customer › Automations

Everything automations did for this customer.

What It Does

Lists each step with when, which automation, what happened and the result.

What It Changes

Read only.

How to Use
  1. Find the date.
  2. Read What Happened.
  3. Open the automation to change it.

From the same help as the card in the app.

Quick Calc

Type a rate, mix or unit question, or tap an example.