Automations
Work that used to sit in someone's inbox now happens on its own
7 automations running for MaxiServ
2,591 actions completed automatically — roughly 31 hours of admin saved each month.
Active automations
7 of 9
Actions this month
412
SMS sent this month
268
Invoices auto-raised
37
Leads
Website enquiry → Lead + auto-reply SMS
When
New website enquiry received
Then
Create Lead, assign salesperson, send auto-reply SMS
Last triggered 22/09/2026 4:42pm 184 runs
Quotes
Quote follow-up after 3 days
When
Quote sent and not approved after 3 days
Then
Send follow-up email to customer contact
Last triggered 22/09/2026 9:00am 96 runs
Jobs
Day-before job reminder SMS
When
Job scheduled for tomorrow
Then
Send reminder SMS to site contact
Last triggered 22/09/2026 5:00pm 612 runs
Field
On the way → ETA text
When
Technician taps "On the way" in the field app
Then
Send live ETA text to customer
Last triggered 23/09/2026 6:52am 431 runs
Invoicing
Job complete → auto-generate invoice
When
Job marked Complete
Then
Generate invoice from actuals and queue for Xero
Last triggered 22/09/2026 3:18pm 258 runs
Invoicing
Overdue invoice reminder (7 days)
When
Invoice overdue by 7 days
Then
Email reminder with payment link, notify accounts
Last triggered 21/09/2026 8:00am 74 runs
Jobs
Recurring contract → next job
When
Recurring maintenance job completed
Then
Create next job in cycle and add to Schedule
Last triggered 22/09/2026 3:20pm 903 runs
Field
Photo missing at completion
When
Job completed without before/after photos
Then
Notify supervisor and flag job for review
Last triggered 12/09/2026 11:30am 22 runs
Schedule
Wet weather rescheduling
When
Rain forecast > 15mm for scheduled day
Then
Flag affected jobs and suggest next available slot
Last triggered 04/09/2026 5:30am 11 runs
Recent automation log
- 23/09/2026 6:52amETA text sent to Carindale Central — Kyle Ferreira on the way to JOB-5121
- 22/09/2026 5:00pmReminder SMS sent to 6 customers scheduled for 23/09/2026
- 22/09/2026 3:18pmINV-8212 generated from completed JOB-5131 and queued for Xero
- 22/09/2026 9:00amFollow-up email sent for QTE-3083 — no response after 3 days
- 21/09/2026 4:00pmNext recurring job JOB-5149 created for Springwood Business Park
- 21/09/2026 8:00amOverdue reminder emailed for INV-8209 — 7 days past due