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Job › Milestone reached: Completed

Job › Milestone reached: Completed

Trigger an automation when a job is marked completed

Nicole avatar
Written by Nicole
Updated over 2 months ago

Runs immediately or at 8am studio time on the day specified in the Executes box.

As we saw when learning about how to turn leads into booked jobs, jobs in Táve have four stages they go through: Lead, Booked, Fulfillment, and Completed.

When observing Job › Milestone reached: Completed, you can execute an automation based on the date that it goes from Fulfillment to Completed.

In the example below, when the job moves to the completed stage, 2 days later an email is sent to the client with a link to a feedback questionnaire. You could also include links in that email for your client to leave you a review on Google and social media.

If you'd like to install this automation and questionnaire in your own account, you'll find it here in the Template Gallery:

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