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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Workflow automation

Automation

Automatic tasks

Automation

Recurring emails

Automation

Further automation

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