Automations

This guide will explore how automations can revolutionize your workflow by handling repetitive tasks seamlessly in the background. Automations not only save time but also enhance professionalism and ensure efficient business operations.

Accessing and Managing Automations

Automations are available in the Pro and Premium tiers of Trak. Here's how you can set them up and manage them:

  • Navigate to Company Settings and select Automations.
  • View existing automations, edit, pause, or delete them to suit your business needs.

Choosing Automation Triggers

Automations in Trak are triggered based on specific events. For example:

  • Trigger: Change in quote status to "Awaiting Approval".
    • Action: Automatically send an SMS to the client after a 2-hour delay (during business hours only), ensuring timely follow-up.

Customizing Automation Actions

Tailor your automations with personalized actions:

  • Customize SMS content using placeholders like client's name and quote details.
  • Ensure messages are sent only if the quote status remains "Awaiting Approval", preventing unnecessary communication.

Building Automation Journeys

Create comprehensive automation sequences tailored to your business processes:

  • Example: If quote status remains unchanged after 7 days, automatically create a task to follow up with the client. This ensures no opportunity is missed.

Use Cases and Applications

Automations cater to various business needs:

  • Streamline scheduling with automatic booking confirmations sent to clients before jobs start.
  • Enhance customer communication by automating requests for Google reviews or confirmation of job readiness.

Monitoring and Managing Automations

Stay informed and in control:

  • Monitor upcoming and pending automations at the job level.
  • Manage, review, or cancel scheduled automations as needed directly from the job's automation tab.

Benefits of Automations

Automations in Trak empower businesses to:

  • Reclaim valuable time previously spent on manual tasks.
  • Improve customer satisfaction through timely and professional communication.
  • Boost operational efficiency by automating routine follow-ups and confirmations.

Support and Feedback

Need help setting up or optimizing automations in Trak?

  • Reach out to our support team at contact@trak.co or via the support chat in the platform.
  • We're committed to helping you leverage automations effectively to streamline your business processes.

Conclusion

Automations in Trak are designed to simplify your workflow and elevate your business operations. Whether you're automating client communications, scheduling tasks, or managing job statuses, Trak's automation capabilities provide the tools you need to succeed. Start optimizing your business processes today with Trak automations and see the difference in efficiency and professionalism. Thank you for choosing Trak!