Automations & integrations

Alerting, escalation and finance rules that run in the background, plus the on-call rota and the systems Greenlight already relies on.

Rules active

7 of 9

Toggle any rule on or off instantly

Runs this month

390

Across enabled rules

On call now

Wiktor K.

Primary plumber · escalates to David R.

Integrations live

2

Xero two-way · BrightPay payroll export

  • P1 emergency dispatch alert

    Alerts

    When a P1 emergency job is logged, SMS the on-call engineer and post an alert to the office channel within 60 seconds.

    Enabled24 runs this monthLast run 16 minutes ago

  • SLA 80% elapsed escalation

    Escalation

    When 80% of a job's SLA window has elapsed and it is not yet on site, escalate to the supervisor and flag it on the dashboard.

    Enabled63 runs this monthLast run 1 hour ago

  • Certificate renewal 30 days out

    Compliance

    Thirty days before a statutory certificate expires, create a renewal job, assign it by trade and email the managing agent.

    Enabled18 runs this monthLast run Today, 07:00

  • Job completed → push to Xero

    Finance

    When a job is signed off on site, draft the invoice line in Xero against the managing agent's rate band, ready for the batch run.

    Enabled51 runs this monthLast run 38 minutes ago

  • Engineer ticket expiry watch

    Compliance

    Alert the office 45 days before an engineer's Safe Pass, RGII or MEWP ticket expires and block dispatch on expired tickets.

    Enabled9 runs this monthLast run Yesterday, 07:00

  • Van walkaround defect → workshop job

    Field

    A defect logged on the daily vehicle walkaround raises a workshop task and notifies the fleet controller.

    Enabled7 runs this monthLast run 2 days ago

  • Offline sync reconciliation

    Field

    When an engineer regains signal, queued job updates, photos and signatures sync and any conflicting edits are flagged for review.

    Enabled218 runs this monthLast run 4 minutes ago

  • AI job triage suggestion

    AlertsAI assisted

    Suggests a trade, priority and likely parts from the reported fault text. Suggestions are advisory — a coordinator always confirms.

    Paused132 runs this monthLast run 9 minutes ago

  • Overdue invoice chase

    Finance

    Thirty-five days after invoice date, email the managing agent a reminder and copy the accounts inbox.

    Paused6 runs this monthLast run 3 days ago

Automations run on EU-hosted infrastructure (Ireland region). Personal data is processed under GDPR with data-minimisation and retention rules per client. AI-assisted rules are advisory only, logged and human-reviewed, in line with EU AI Act transparency expectations for limited-risk systems.