What it does
Several jobs run automatically on a schedule — you don't press anything for them to happen. They cover:
- Recurring-job auto re-book — when a recurring client's job is done, the next visit is lined up so the work keeps cycling without you re-entering it.
- Auto-invoicing of completed recurring jobs — if your organisation has Auto-invoice recurring clients switched on, finishing a recurring job creates a draft invoice from it.
- Payment reminders — overdue (and soon-due) invoices get a reminder email so you chase less by hand.
- Follow-up & finance digests — a daily follow-up digest (who's due a chase) and a weekly finance digest are emailed to opted-in teammates.
- Monthly report — a once-a-month email summarising last month's revenue, clients and jobs.
These run to a timetable in the background (Quickie's scheduler nudges them roughly every 15 minutes, and each job picks its own moment — e.g. payment reminders once a day, the finance digest weekly on Mondays, the monthly report on the 1st). You don't need to think about any of that day to day.
Where to find it
- Click your avatar (top-right) and choose Settings.
- Scroll to the Automation card.
URL: /dashboard/settings
Owner-only: the Automation card is only shown to owners. Members won't see it.
Step by step
Check that automation is healthy
In the Automation card you'll see a row for each scheduled job. Quickie lists them by their friendly label:
- Follow-up digest
- Payment reminders
- Weekly finance digest
- Monthly report
Each row carries a status badge:
- Healthy (green tick) — ran recently and successfully.
- Stale (amber warning) — it's gone longer than expected since its last good run.
- Errored (red) — its last run failed; the error message is shown beneath.
- Never run (grey clock) — it hasn't run yet (normal for a new or rarely-scheduled job).
Below each badge you'll see when it last ran and, where relevant, a short count of what it did (for example how many emails were sent or invoices considered).
Run a job now
If you don't want to wait for the schedule — say you want to send payment reminders straight away, or re-send the monthly report — you can trigger a job by hand:
- Find the job's row in the Automation card.
- Click Run now beside it.
- Quickie runs that single job immediately, ignoring its usual timing/throttle.
- On success you'll see a toast such as "Ran Payment reminders — 3 remindersSent", and the row updates with the fresh run details.
Owner-only: only owners can use Run now.
What each screen shows
Automation card:
- A short note that scheduled jobs run automatically (a scheduler hits them about every 15 minutes).
- One row per job, each with: the label, a status badge (Healthy / Stale / Errored / Never run), the last run time and a brief count summary (plus the error if it failed), and a Run now button.
Tips & good to know
- Stale isn't always a problem — some jobs only run occasionally (the monthly report runs on the 1st), so a longer gap is expected.
- Run now ignores the normal timing, so it's the quickest way to test that emails are sending or to force a one-off send. Use it sparingly for emails your teammates receive.
- Whether digest and report emails actually go out also depends on your Settings switches (daily digest, monthly report) and each teammate's personal opt-in — automation only sends what those settings allow.
- Auto-invoicing only kicks in when Auto-invoice recurring clients is enabled in Business & targets, and it creates draft invoices for you to review.
Troubleshooting
- I can't see the Automation card. It's owner-only — members don't see it. Sign in as an owner.
- A job shows Errored. Read the error line beneath it, fix the cause if you can, then click Run now to retry. If it keeps failing, contact support with the message shown.
- A job says Never run. That's fine for a brand-new setup or a job whose schedule hasn't come round yet (e.g. the monthly report before the 1st). Use Run now if you want to trigger it early.
- Digest/report emails aren't arriving even though the job is Healthy. Check the org switch in Settings → Business & targets and the recipient's personal Your notifications opt-in — both must be on.