Setting up specific delivery windows for automations

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In this article, you will learn how to create specific delivery windows for automations.

Workiz Automations is an add-on designed to send automatic notifications to your team and clients based on certain conditions you define. This feature is designed to save you time, prevent job cancellations, and help scale your business with less effort.

When creating automations, you can specify the time window for when automations should be sent, ensuring you aren’t bothering your customers at inappropriate hours.

Creating automation delivery windows

In order to limit the delivery window of your automations, you will first need to enable the Workiz Automations add-on from the Marketplace.

To learn more about enabling the add-on, please see this article.

  1. Open the automation rule you want to edit
  2. On the bottom-left, select the field under Automation will be sent and choose Custom window
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  3. Create your custom window and select Save
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  4. Select Add automation (or Update automation)

If you are creating a new automation rule, the rule will only apply to new jobs, leads, estimates, and invoices that were created after creating the rule.

If you are updating an existing rule, the changes to the delivery window will be applied to all existing jobs, leads, estimates, and invoices that were already created and would otherwise be impacted by this rule.

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