1. FAQ - Frequent Asked Questions
  2. 2. Automate - Scheduling, Dispatching & Service Pricing

I added a new property, what are the steps I have to follow to automate services?

Learn how to add a property to an existing automation, or create a new one, to have all services automatically scheduled

Last UpdatedNov 20 2023

Applies to: only registered users with roles: owner, admin, manager 

 

1. Create an automation

2. Add a property to an existing automation


1. Create an automation

Using automations makes the daily operation workflow easier since all the reservation for your property will automatically generate a service request.

To create an automation check this article and follow the steps!


2. Add a property to an existing automation

a. Go to Automation and select the automation where to add the new property.

b. From the top menu select edit

Screenshot 2023-11-20 alle 11.51.17

c. Scroll to reach the property section and select Add more properties

Screenshot 2023-11-20 alle 11.51.46

d. A new window will open. Look for the property, select it and confirm.

Screenshot 2023-11-20 alle 12.10.05

e. The new property is now added

Screenshot 2023-11-20 alle 11.51.46 2

f. Don't forget to check the quantities for extra services and lines sets for the new property and edit if needed

Screenshot 2023-11-20 alle 11.51.57-1

Screenshot 2023-11-20 alle 11.52.22

g. When it's all set, save the automation

h. Your property will now generate services according to the setting of the automation