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How to use automation to remind the contractor or manager that a workorder remains pending after x no of days

If you want to send an automated reminder to a contractor that the job has still not been accepted manual events are a good way to set those up. A custom trigger is required based on time

 

Go to preferences>automation

 

 

Step 1

Chose area

 

 

Step 2

 

 

Step 3

Set up the conditions

In this case, its workorders pending and created date -7 days

 

Step 4

Add the action to the trigger.

This is linked to how to add action to tiggers

 

 

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