What can fire on a stage change?
SMS to the customer, internal team notifications, crew assignment, invoice generation, payment-schedule milestones, AI follow-up sequences, calendar events, and warranty timer starts — all configurable per stage.
Glossary · Job-Stage Automation
What is Job-Stage Automation?
What is Job-Stage Automation?
Job-stage automation fires real operational actions every time a job moves through its lifecycle — dispatching crews, sending customer updates, generating invoices, requesting reviews. URBLD attaches automations directly to SmartBoard columns so progress in the pipeline produces work in the field.
Why does it matter operationally?
Without stage automation, every transition becomes manual coordination work. With it, the pipeline becomes a workflow engine — fewer dropped balls, faster cash, less swivel-chair work between tools.
How does URBLD configure stage automations?
Automations are defined per SmartBoard column, scoped per team or trade, and respect human override. Every fired automation lands in the audit trail with the actor, entity, and metadata.
Related modules
FAQ
Frequently Asked Questions
Straight answers about how URBLD runs the business end-to-end.
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