Business guide
Automating job follow-up: start with one process you can verify
Plan a reliable trade-business workflow with a trigger, conditions, timing, action and stop rules before enabling quote or job follow-up automation.
Read the guide →Business guides & product help
Automation & reports
Start with one process you can explain and one result you need to understand. Configure carefully, test exceptions and use reports to decide what to do next.
- Choose one repeat task and its owner.
- Test the action and stop conditions.
- Review runs and business results.
Understand the process
Practical guides
Follow the product steps
In Axiom Blue
These instructions open on our documentation site.