Automation Rules
10 total · 10 active
| Code | Name | Description | Status |
|---|---|---|---|
| A01 | Technician reminder - visit not scheduled (24h) | Path A only (estimate_path = visit_required). Fires once when a technician has been assigned to a WO for 24+ hours and no technician_schedule row exists yet for that WO. REQ-AUTO-003. Foundation-only: writes to automation_log but does not actually deliver a message yet (no channel integrations exist). | Active |
| A02 | Technician escalation - visit not scheduled (48h) | Path A only. Fires once when a technician has been assigned to a WO for 48+ hours and no technician_schedule row exists yet. Logs both a technician escalation entry and a coordinator alert entry. REQ-AUTO-004. Foundation-only, log-only. | Active |
| A03 | Estimate follow-up - account, under $500 (3 days) | REQ-AUTO-005: follow up with account if no decision after 3 days on estimates under $500. | Active |
| A04 | Estimate follow-up - account, $500+ (7 days) | REQ-AUTO-006: follow up with account if no decision after 7 days on estimates $500 or over. | Active |
| A05 | AR aging alert | Alert CEO via WhatsApp when an AR invoice is 10+ days overdue (unpaid, past date_due). | Active |
| A06 | Insurance expiry warning | Alert DOO when a technician GL insurance expires within 30 days. | Active |
| A07 | Resident Greeting SMS | Sends a greeting SMS to the resident when a work order is created with a resident phone number on file. Asks for photos of the issue if they can share them. | Active |
| A08 | Resident satisfaction follow-up | SMS to resident 60 minutes after QC sign-off (work order marked completed). | Active |
| A10 | Visit confirmed - notify PM | Auto-notify PM when a technician visit is confirmed with the tenant. | Active |
| A11 | Visit rescheduled - notify PM | Auto-notify PM when an existing technician visit is rescheduled to a new date. | Active |