Active rules
5
of 6 configured
Actions this month
134
POs, reminders, chasers
Est. admin saved
~11h
per week
Automation rules
Low stock → draft PO
When any location hits its reorder level, auto-draft a PO to the part’s supplier.
on
34 runs
G99 approaching install
Block scheduling an install until DNO G99 approval is logged.
on
12 runs
MID registration deadline
Remind the office to register MCS ≤10 working days after commissioning.
on
28 runs
Deposit chaser
Email + SMS the customer if a 30% deposit isn’t paid within 3 days of quote acceptance.
on
19 runs
Post-handover review request
Ask for a Google review 3 days after MCS handover.
off
0 runs
Stock allocation on job win
Reserve panels/inverter/battery from stock the moment a deal is marked won.
on
41 runs