Pre-built automations are ready-to-use workflows that address common construction billing scenarios. Simply toggle them on to start automating your notifications and reminders.
Available Pre-Built Automations
Payment Due Reminders
Send reminder emails when payments are approaching their due date (7 days, 3 days, due today).
Overdue Payment Alerts
Notify your team when a payment becomes overdue. Escalating alerts at 1, 7, 14, and 30 days.
Lien Waiver Deadline Notifications
Alert when lien waivers are pending signature or approaching expiration.
New Document Alerts
Notify team members when new documents are uploaded and processed.
Pay App Status Updates
Notify when pay apps move between statuses (submitted, approved, rejected, paid).
Enabling Automations
- Go to Workflows in the sidebar
- Find the pre-built automation you want to enable
- Toggle the switch to On
- Optionally, click Configure to customize settings
Start Simple
Customizing Settings
Each pre-built automation can be customized:
Recipients
Choose who receives notifications (yourself, team members, specific roles).
Timing
Adjust when alerts are sent (e.g., 7 days before vs 5 days before).
Projects
Apply to all projects or only specific ones.
Delivery
Email, in-app notification, or both.
Need help? Contact our support team at support@slpwlk.io