Workflow automation for service businesses

Primemgr watches what happens in your workspace and does the next step for you. Turn Automation on in Settings → Modules, then start from a ready-made workflow or build your own.

Ready-made workflows

• Quote follow-up, and a fresh offer when a quote expires unanswered.
• Overdue invoice reminders.
• A thank-you to the customer after a job.
• Service due reminders for the equipment you look after.
• Win back a customer who has gone quiet.
• Alerts to your team when a payment fails, stock runs low, or a licence is about to expire.
• A follow-up task when a form is submitted.

What starts a workflow

Things that happen: a booking is made, moved, cancelled or finished; a job is created, moves stage or is finished; a quote is sent, opened, accepted, declined or expires; an invoice is issued, paid or goes overdue; a payment arrives or fails; a form is submitted; a customer sends a message. Or a date: a service coming due, a customer quiet for a while, a schedule you set.

What it can do

• Email the customer, or post to their portal.
• Notify someone on your team.
• Move a job to another stage, assign it, tag it, add a note or a task.
• Create a job or an invoice, and send an invoice.
• Call a webhook in another system.

Steps can wait (a delay, or until a time, business hours only if you like) and check a condition first, so a reminder is not sent to someone who has already paid.

Built not to run away

Every workflow runs through the same limits: messages are held back in the customer’s quiet hours, the same customer is not emailed over and over, workflows cannot trigger each other in a loop, and one switch pauses every automation at once. Each run is recorded, so you can see what happened and why.

What it does not do yet

Text and WhatsApp messages are not sent. A step that would send one is shown as failed, not silently skipped.