Event triggers
React when quotes are sent or accepted, jobs are scheduled or completed, contracts go unsigned, invoices become overdue, leads arrive, or staff clock in late.
LevelUpAutomation
Build rules: when something happens, LevelUp responds.
Define triggers, filters and actions - notifications, email, SMS, tasks or webhooks - when events happen across LevelUp.
Scheduled checks
Daily and hourly background checks chase unsigned quotes, proposals and contracts, remind customers about visits, and flag overdue jobs.
Conditions
Narrow rules by status, customer, job reference or contract state so the right team hears about the right situation.
Ordered actions
Chain create notification, send email, send SMS, create task and webhook steps. Optional delay between trigger and action.
In context
Automations connect the modules you already use. Instead of relying on memory for follow-ups, LevelUp can notify the right people, send customer messages, create tasks, or call a webhook when business events occur.
Why it matters
Why teams rely on Automation
Less manual chasing
Quotes, contracts and invoices can follow up on a schedule while your team focuses on customers.
Consistent process
Every enquiry and job follows the same rules, whether Monday morning or Friday afternoon.
Visible queue
When a message fails, administrators can inspect the automation queue instead of wondering if anything sent.
What's included
What you get with Automation
- Event and scheduled triggers
- Conditional filters per rule
- Ordered actions with optional delay
- Email, SMS, notifications and tasks
- Webhook support
- Optional Sales Build templates
Built for
Who uses this day to day
Business owners
Office managers
Administrators
Finance teams
Role permissions control who sees and changes each part of the platform.
How it works
Built into your daily workflow.
Name the rule
Give automations clear names so the next administrator knows what they do.
Pick the trigger
Choose an event or scheduled check that matches the business moment.
Add conditions and actions
Filter when needed, then chain notifications, messages, tasks or webhooks.
Enable and monitor
Turn the rule on, then watch the queue if emails or SMS fail.
How automations work in LevelUp
Each automation is a named rule with a clear IF / THEN structure. Administrators enable templates that match how the business runs, or build custom rules from scratch.
- Choose a trigger from quotes, proposals, jobs, contracts, invoices, payments, leads, cases, portal activity, workforce and more.
- Add optional conditions so the rule only runs when status or references match.
- Set actions to run immediately or after a delay in minutes.
- Toggle rules on or off without losing configuration. Review the system queue when messages need a second look.
What you can automate
LevelUp ships with optional templates for common field-service workflows. Most Sales Build templates start disabled until your process is agreed.
- Proposal and quote follow-up when customers have not responded.
- Unsigned contract reminders paired with system timing settings.
- Visit reminders by email and SMS around 24 hours before a job.
- Invoice payment chase when balances remain outstanding.
- Office notifications when proposals are accepted or jobs are finalised.
- Workforce alerts for late clock-ins, shift overruns and leave requests.
- QuickBooks daily sync digest for finance visibility.
Automations support people - they do not replace judgement
Rules handle repeatable follow-up and nudges. Staff still open the quote, job or contract to verify facts before calling a customer or changing a schedule.
Outcomes
What changes when Automation is part of your workflow
Fewer missed follow-ups
Chase rules run even when the office is busy with phone calls.
Clear accountability
Tasks created by automations land with named staff roles.
Safer scaling
Add staff without losing the process that made the business reliable.
Related
Explore more of the platform.
See Automation in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.