AUT-001
Trigger: Job status changed to "completed"
Actions:
- Generate invoice from job estimate
- Send invoice email to client
- Sync to QuickBooks
AUT-002
Trigger: Invoice paid + 7 days
Actions:
- Send thank-you email
- Request Google review
- Add to reactivation queue
AUT-003
Trigger: Job scheduled for next business day
Actions:
- Send SMS to crew lead
- Push job details to CompanyCam
- Confirm material availability
AUT-004
Trigger: New lead via Google Form or Nextdoor
Actions:
- Create prospect in Sales pipeline
- Send auto-reply email
- Notify Sales manager
AUT-005
Trigger: License/cert expires within 60 days
Actions:
- Create Admin task
- Email responsible party
- Add to compliance dashboard
AUT-006
Trigger: Vehicle mileage threshold or date trigger
Actions:
- Create maintenance task
- Notify office manager
- Block vehicle scheduling if overdue
AUT-007
Trigger: Estimate over $5,000 submitted
Actions:
- Route to owner for approval
- Hold send until approved
- Log approval decision