Workflow automation
Each stage of your workflow can be automated to create tasks, assign jobs/orders to admin staff, create proformas/invoices, send emails and more.
Automation
Automatic tasks
Automatically create tasks for admin teams or users when a job reaches a particular stage.
Automating task creation removes human error and increases efficiency.
Automation
Recurring emails
Automatically create emails for admin staff, customers or suppliers to notify or prompt them about the job.
Recurring emails can also be scheduled to make sure jobs are not forgotten.
Automation
Further automation
Yodah has many further automation options such as automatically updating a job stage if a booking is created, or a proforma/invoice is paid.
Please speak with us if you have any questions about our workflows and/or automation.
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