5 Ways to Use Time-Based Automations

By Kaili Spear, JobNimbus.

Time-based automations are a great way to increase productivity.

Change a status automatically after a period of days, send reminders before an appointment, change from one status to another automatically! ​This is wonderful for re-occurring work or quarterly maintenance. 

JobNimbus is super excited to now have time-based automations as a feature. Here are 5 ways you can use it:

​1. Send Emails

Set up an automatic email to customers to let them know the status of their job or send an email to your team after a certain task is completed. See how to set it up in your JobNimbus account here. 

2. Change Customer Status

​Move your customer to another status automatically after certain tasks are done or after a certain amount of time. From after the sale is made, to the first appointment is scheduled, you can stay on track. 

3. Create a Task

​Create a task for a job after a certain amount of time or after a work order or job status has changed. This can show up on your calendar and assigned to specific members of your team so you’re not waiting on each other. 

​4. Stay Ahead

​Automatically change a job status after different tasks are completed or after a certain amount of time. This can help keep processes on track and make sure nothing gets overlooked. Also, if your team is ahead of schedule, you’ll be able to keep that momentum going.

5. Send Reminders

Automate reminders to keep your teams on track. You can also create an appointment reminder for your team and for your customers. 

Ready to try it out? If you’re a current JobNimbus user see how to set it up here. 

Learn More About JobNimbus Roofing Software
 

Read, Listen or Watch on demand to learn more about starting to use software automation and how you can leverage technology to improve your business.  

Source: JobNimbus