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. 
  • 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. 

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.

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