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Course 4: Automating with Fees, Workflow, and Inspections

Automating with Fees, Workflow, and Inspections

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Overview

Lessons:

  1. addFee, updateFeeItemAmount, voidFee, invoiceFeeAll

  2. Handling Invoicing and Payments

  3. Accessing and Updating Workflow Tasks

  4. Scheduling & Canceling Inspections via Script

  5. Reading Inspection Checklists + Results

  6. Using Conditions to Trigger Automation

🛠 Final Exercise:

Automate late fee addition and reinspection scheduling when a record is overdue.

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Curriculum

Curriculum

  • 1 Section
  • 6 Lessons
  • 1 Day
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Free