Automations & Visibility

• Automation
  • Create a new automation
  • Configure tasks in automations
  • Configure texts in automations
  • Configure emails in automations
  • Activate, edit, and deactivate automations
  • Monitor automations: Queue and Analytics
  • Triggers, timing, and Ideal/Infinity/Aspen behavior
• Orders
  • Look up inventory (wholegoods and parts)
  • Look up orders
• Mobile app — inventory, customer orders, and task notifications
  • Mobile app — inventory, customer orders, and task notifications
• Analytics and User Activity
  • Dashboard — Analytics and User Activity