Automations

Workflow builder, triggers, actions, and auto-call

Actions and Step Types

Every action type you can add to an automation workflow.

intermediate

Auto-Call

Use provider-powered call steps, voicemail drops, and inbound call routing inside Clean Estimate Pro automations.

intermediate

Creating Workflows

Start in the guided wizard or jump straight into the visual builder to build an automation from trigger to activation.

beginner

Merge Fields

Personalize automation messages with dynamic data from your contacts, estimates, and jobs.

beginner

Migrating from Follow-Up Sequences

Move your existing follow-up sequences to the new automation engine.

intermediate

Monitoring Workflow Runs

Track automation execution, view step-by-step timelines, and troubleshoot failures.

intermediate

Automations Overview

Build event-driven workflows that send messages, update records, and orchestrate follow-up automatically.

beginner

Workflow Templates

Start fast with pre-built automation templates for common field service scenarios.

beginner

Triggers

Every event type that can start an automation workflow.

intermediate

Visual Workflow Builder

Design workflows on a drag-and-drop canvas with connected nodes.

intermediate