Lesson 12 – Triggers
Save even more time by automating recurring GorillaDesk tasks.
With the Trigger feature, you have the option to:
- Automatically send all invoices by email when the job’s status is set to complete.
- Automatically email a receipt when an invoice is paid.Â
- Automatically pulls materials from the previous service to the next recurring active job.
- Automatically skip the Draft step when generating invoices.
Frequently Asked Questions:
Do triggers apply to all customers?
Yes, triggers are a global setting which will apply to all customers in your account.Â
Does 'Auto-Receipt' apply to online payments as well?
Yes, if a customer pays an invoice online, ‘Auto-Receipt’ will automatically email a receipt to the customer.
Chat with Support
For any questions, you can start a live chat with a GorillaDesk representative from inside your account. The support team is available Mon-Fri from 8am-5pm EST.
Call our support line
Our support team is available for any support related questions Mon-Fri from 8 am-5 pm EST at 855-536-7470.
Still have questions?
Check out our Knowledge Base and YouTube channel.