Automation
The issue
Material readiness, quote chases, and due dates live in someone’s head.
Turn on shop-ready alerts - or build your own rules - so nothing relies on memory.
Prebuilt alerts are available on Starter. Custom rules - including quote follow-up templates and lead rules - are a Pro feature.
Turn on ready-made reminders for the things worktop shops actually miss: material not ready before cut or fit, nothing assigned after accept, overdue order dates, fit due soon, low stock, and jobs stuck with no updates.
On Pro, build your own rules for quote chase, customer type, material status, outstanding invoices, lead follow-ups, and more. Notify the team or email the customer - including a ready-made quote follow-up for end customers.
Automation decides when an alert should fire. Each person still chooses how they receive it. Team alerts show up in Inbox with a path back to the job or leads list; customer emails go out from the rule you configure.
Who it helps
Stop relying on memory for quote chase, lead follow-ups, material readiness, and fit dates.
Get nudged when material status or a stuck job would otherwise block the bench.
Fewer last-minute surprises when office follow-ups and readiness checks actually fire.
Start your 14-day free trial or book a demo with our team. Built specifically for stone and worktop fabricators.
