What it does:
Automatically executes an action based on job activity triggers.
Purpose:
To perform the standardized tasks that are needed to complete a job that are typically done manually.
Pre-Requisites: Using job stages to move your job through the pipeline in your Roofr job board.
Available on:
Pay as you go: 1 automation rule enabled
Pro: 3 automation rules enabled
Premium: Unlimited rules
Elite: Unlimited rules
Step 1: In your navigation bar, go to automations
There are two ways to create an automation.
Using a template for automations is like, automating the automation process (🤯). These templates are made to match common roofing workflows - to save you even more time.
Step 1: Choose “Browse automations” to open up the template library
Step 2: Pick an automation from the library to preview and edit it.
Note: You can also edit the templated automations before adding them to automation list.
Automations work on simple “if/then” statements.
When creating an automation from a template, the “If” statements are set, but you can edit the actions that follow the “then” statement.
Step 3: Choose the frequency of the automation by selecting “every time” or “only once per job”
Step 4: Turn your automation on by switching the “Not Enabled” toggle at the bottom of the pop-up to “Enabled.
Note: You can also add the automation without enabling it first. This will add it to your automations list and you can turn it on later. You can easily enable and disable automations from the list view in your Automations tab.
Step 5: Add the automation to your list, and keep going!
Note: If you’ve edited the automation before adding it to your list, the template remains the same.
Automations are meant to save you time - not cost you time setting them up. Creating an automation from scratch gives you simple choices, so you can get the job done.
Step 1: Choose “Create Custom”.
Step 2: Name your automation in the top section where it says “Automation Name”
Pro tip: Choose a name that will let you easily understand what the automation does. As your list grows, you’ll want a way to keep them organized. Good things to include in the name are;
Step 3: Create your “if” statement by choosing a trigger from the drop down menu. Once you choose the trigger type, the options will appear.
Step 4: Create your “then” statement by selecting the action from the drop down menu. Once you choose the action type, the options will appear.
Step 5: Choose the frequency of the automation by selecting “every time” or “only once per job”.
From the list view in your automations tab you can easily manage which automations are turned on or off, add and delete automations, get a quick look at the details of all your automations together, or edit the details of those existing automations at any time.
Enable / Disable
To quickly enable or disable an automation from your list view, simply click on the toggle beside the name of the automation
Quick Look
To get a snapshot of the details of your automation, hit the blue arrow on the left hand side of the automation list item. This will show a drop down of the triggers and actions that are set-up. This lets you view the details of all your automations at once. To hide them, simple click the blue arrow again.
Delete
Click edit on the right hand side of the automation you want to delete to open up the edit screen and hit delete at the bottom.
Edit Existing
Click edit on the right hand side of the automation you want to change, update the details, then hit save.
Summary: It’s no secret automations save you time, but if you’ve got lots on your plate it can be hard to prioritize getting them set up. That’s what we’re here for. Book a free session with the Roofr Implementation team and we’ll help you set them up right then and there. A 30 minute call will save you hours of manual work each week. Book a Call.
