Ridgeline
SM

Automations

When something happens on a job, the CRM handles the reminder so nobody has to babysit it.

SalesActive
When
New lead created
If
Lead has not been contacted within 15 minutes
Then
  • →Notify assigned salesperson
  • →Create high priority task: Contact new lead
  • →Notify sales manager after 30 minutes
Assign
Assigned salesperson
Recent activity
  • SuccessMarisol ReyesSR-2440Aug 27 - 9:42 AM· High priority task created for Devon Carter
  • SkippedKelsey BraunSR-2439Aug 26 - 4:05 PM· Lead contacted in 6 minutes, no task needed
FieldActive
When
Inspection scheduled
Then
  • →Send customer confirmation text
  • →Create reminder 2 hours before
Recent activity
  • SuccessDevin OkaforSR-2427Aug 26 - 11:20 AM· Confirmation text queued, reminder created
SalesActive
When
Inspection completed
If
Measurement missing
Then
  • →Create task: Request measurement
Assign
Estimator
Recent activity
  • SuccessDevin OkaforSR-2427Aug 26 - 3:41 PM· Task created for Priya Raman, provider left open
SalesActive
When
Proposal viewed
If
Proposal not signed
Wait
24 hours
Then
  • →Create follow-up task
  • →Send proposal follow-up text (optional)
Assign
Salesperson
Recent activity
  • SuccessAmanda WhitfieldSR-2418Aug 27 - 9:12 AM· Follow-up task created for Sarah Mitchell
ProductionActive
When
Contract signed
Then
  • →Move job to production handoff
  • →Assign production manager
  • →Create production readiness checklist
Assign
Rachel Kim
Recent activity
  • SuccessNicole BarreraSR-2431Aug 24 - 2:11 PM· Handoff created, 10 item checklist started
ProductionActive
When
Material order delivered
Then
  • →Mark material requirement complete
  • →Recalculate production readiness
Recent activity
  • SuccessAmanda WhitfieldSR-2418Aug 26 - 7:30 AM· Readiness recalculated to Ready for install
ProductionActive
When
Install date scheduled
Then
  • →Send customer confirmation
  • →Send pre-install instructions 24 hours before
Recent activity
  • FailedTheo NallSR-2396Aug 26 - 6:00 PM· Customer install confirmationNo valid mobile number
ProductionActive
When
Install completed
Then
  • →Create QC task
Assign
Production manager
Recent activity
  • SuccessGrant HalvorsenSR-2402Aug 20 - 5:02 PM· QC task created for Rachel Kim
FinancialActive
When
QC passed
Then
  • →Create final invoice task
Recent activity
  • SuccessTheo NallSR-2396Aug 18 - 10:15 AM· Final invoice task created
FinancialPaused
When
Final payment received
Wait
2 days
Then
  • →Send closeout package
  • →Send review request
  • →Move job toward closed
Recent activity
  • SuccessGrant HalvorsenSR-2402Aug 21 - 9:00 AM· Closeout package sent, review request queued