Business

Automations

Nine rules ran the back office overnight — six POs raised, a G99 chase, a deposit nudge — 154 hands-off actions this month, roughly 11h/week the office never had to touch. Click any rule to see exactly what it did.

1 rule paused — review requests off since 19 Aug

Automation rules

9 active · 10 configured

Rule	Category	Runs	Last fired
Low stock → draft PO when Any location hits its reorder levelthen Auto-draft a PO to the part’s supplier + flag Ciaran	Stock	34	18 min ago
Stock allocation on job win when A deal is marked wonthen Reserve panels, inverter & battery from stock immediately	Stock	41	1 hr ago
Van kit shortfall alert when A booked install needs parts not on the assigned vanthen Warn the office to transfer from warehouse the night before	Stock	9	Yesterday
G99 before install when An install is scheduled without DNO G99/G98 loggedthen Block the booking + chase the DNO application	Compliance	12	2 hr ago
MID registration deadline when A job is commissionedthen Remind office to register MCS ≤10 working days (unlocks SEG)	Compliance	28	5 hr ago
EIC + BS EN 62446 on commission when A crew books a commissioning slotthen Attach the EIC + test-cert checklist to the job	Compliance	17	4 hr ago
Deposit chaser when A 30% deposit isn’t paid within 3 days of quote acceptancethen Email + SMS the customer, nudge the consultant	Sales	19	3 hr ago
Quote follow-up sequence when A sent quote goes 5 days with no replythen Send a value recap + 0% VAT reminder from the rep	Sales	23	Yesterday
Post-handover review requestpaused when 3 days after MCS handoverthen Ask the customer for a Google review	Aftercare	0	never fired
Underperformance watch when A monitored system drops below 80% of estimatethen Flag a fault + book an aftercare visit	Aftercare	11	2 days ago