AUTOMATION
Automation is a system-wide rule engine: pick a trigger (a deal changes stage, a Help Desk ticket is created or breaches its SLA), add conditions, and choose the actions — send an email, assign a user, add a note, notify someone or create an invoice. Every run is logged, including the runs that were skipped and why.
Rules with a memory
A won deal drafts its invoice, an urgent ticket finds its owner, a breached SLA reaches a manager — and every run, including the ones that were skipped, is written to a log the team can read.
Inside Automation
CRM Deals and Help Desk events are wired in today, and the engine is built so other modules register their own triggers as they are connected.
Send email, assign user, add note, notify user and create invoice — each reusing the platform's existing function, not a parallel copy.
Every execution attempt is recorded, including skipped runs with the reason, so you can see exactly why a rule did or did not fire.
Who can manage rules and who can read the log is set in Users → Modules & Permissions, with conservative defaults because rules can send email and create invoices.
Triggers are available for CRM Deals and Help Desk today; further source modules are added as they are wired in.
The rest of the platform
Automation isn't a silo — it shares clients, jobs and order numbers with the rest of ScaleBespoke.
From won deal to shipped and installed — one order, followed the whole way.
Explore Orders → CRMEvery deal, every conversation, every client — in one native pipeline.
Explore CRM → ACCOUNTINGFinance that talks to production, not just to your accountant.
Explore Accounting → INVENTORYKnow what you have, where it is, and what it's reserved for.
Explore Inventory & Warehouse → RESOURCE PLANNINGSee active projects, team capacity and dated assignments in one planning workspace.
Explore Resource Planning → TIME & ATTENDANCEClock-ins tied to real jobs, not just a timesheet.
Explore Time & Attendance → COMPLIANCE & HMSHealth, safety and compliance documentation that lives with the work, not in a binder.
Explore Compliance & HMS → QUALITY MANAGEMENTEvery non-conformance recorded, every certificate traceable — quality that holds up to an audit.
Explore Quality Management (QMS) → BUSINESS INTELLIGENCEThe numbers that actually run the business, in one place — not an export away.
Explore Business Intelligence → ASSET MAINTENANCEKnow your equipment's condition before it stops production, not after.
Explore Asset Maintenance → FIELD SERVICESWhat happens after installation, tracked with the same care as the order itself.
Explore Field Services → CUSTOMER PORTALEvery client message, drawing, invoice and document — kept with the right order.
Explore Customer Portal → SCALE CADConfigure the opening, see the drawing update, and save it back to the order.
Explore Scale CAD → DOCUMENT MANAGEMENTEvery file organized by the job it belongs to, not by whoever last saved it somewhere.
Explore Document Management → HELP DESKSupport after the sale, tracked as tickets — not lost in the sales pipeline.
Explore Help Desk → AUTOMATIONWhen this happens, do that — across the whole platform, with no code.
Explore Automation → APP BUILDERDesign the form your business needs and get a working records screen for it — without a developer.
Explore App Builder → HR & PAYROLLEmployee records, org chart and skills — built on the accounts your team already logs in with.
Explore HR & Payroll → SOCIALInstagram, Facebook, LinkedIn and TikTok enquiries into the CRM — and your workshop photos back out as posts.
Explore Social Inbox & Publisher → SCALE FIELDBOOKAnnotate site surveys on an iPad — ink, shapes, measurements and photos on real pages, exported as a PDF.
Explore Scale Fieldbook →