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Create New Automation
Automation Details
Automation Name
Category
Customer Contact
Admin Notification
Project Manager Reminder
Builder Reminder
Status
Active
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Description
Trigger
Schedule Type
One-Time
Recurring "Every"
Timing - How Many
Timing - When
Days After
Days Before
Weeks After
Weeks Before
Year After
Year Before
Equal To
Weeks
Months
Years
Trigger Event
Project Start Date
Project End Date
Project Created
Installation Date
Message Details
Send to:
Admin
Customer
Project Manager
Builder
Installer
Subject:
Sender Name
Sender Company Name:
Message Body:
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Create New Material
Material Information
Material Name
Category
Framing
Surface
Acoustic
Electrical
Hardware
Finishing
Flooring
Add New +
Default Vendor
Cost Configuration
Cost Per Unit ($)
Square Foot Coverage (optional)
Cost Per Square Foot
Use Square Foot Calculations
Internal Cost Only
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Project
Staley Hills Sim Build
Prairie Fire Project
Falcon Ridge Remodel
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