Workflow Automation

Admin rules that turn quote-to-cash blockers into assigned tasks.

Rule Name Trigger Stage Condition Assigned Role Priority Due In Days Active Notes

Status	Rule	Stage	Condition	Assigned Role	Priority	Due
Active	Approval blocker follow-up Creates a task when an approval is blocking quote, repair, purchasing, or accounting flow.	Approval	Any Open Item	Approver	High	1 day(s)
Active	Labor review follow-up Creates a task when labor needs review before billing.	Labor	Any Open Item	Shop Foreman	Normal	1 day(s)
Active	Parts urgency follow-up Creates a same-day task for urgent or late parts requests.	Parts	High Priority Only	Parts Department	High	0 day(s)
Active	Payment collection follow-up Creates a task for overdue customer payment follow-up.	Payment	Past Due Only	Accounts Receivable	High	1 day(s)
Active	Executive report review Creates a task when reporting shows overdue AR risk.	Reports	Past Due Only	CFO	Normal	2 day(s)
Active	Accepted quote conversion Creates a task when accepted work is ready to become a work order or build.	Work Order / Build	Any Open Item	Operations Manager	High	1 day(s)

Automation Rules