Set the rules once. Let them run.
Quote approved? Job created. Job done? Invoice generated. Overdue? Manager notified. Trigger-and-action rules that handle the repetitive stuff.
Rules that do the clicking so your team does not have to.
Set up automation with a trigger and action. When this happens, do that. No coding. Pick the trigger, pick the action, turn it on.
Trigger plus action. Simple rules, big savings.
Each rule has a trigger and an action. Quote approved creates a job. Job completed generates an invoice. No coding.
- Quote approved creates job
- Job completed generates invoice
- Payment received updates status
Notifications keep everyone in the loop.
Job moves to a new stage? Client gets a status update. Manager gets an alert. Press operator gets a heads up. Automatic.
- Client notifications at milestones
- Team alerts for assignments
- Email, in-app, or text
Escalation for overdue jobs.
Job sits too long? Manager notified. Priority bumped. Surfaces at the top of the board.
- Time-based escalation per stage
- Priority bump after delay
- Manager notification
How workflow automation works in PrintSked
From start to finish, every step is tracked and connected.
Pick a trigger
Quote approved, job completed, payment received.
Set the action
Create job, generate invoice, send notification.
Rule runs automatically
Every time the trigger fires.
Monitor and adjust
See which rules fired and adjust.
What shops see with workflow automation
Real outcomes from shops using PrintSked.
Saved per job
Automation handles repetitive clicks.
Forgotten notifications
Clients and team notified automatically.
Consistency
Same process every time.
Frequently asked questions
Common questions about workflow automation in PrintSked.
No. Simple dropdowns for triggers and actions.
Quote approved, status changed, completed, payment received, proof approved.
Create job, generate invoice, send notification, change status, escalate.
Yes. Toggle any rule without deleting.
No. Manual always takes priority.
See workflow automation in action.
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