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 invoices get a reminder so you chase less by hand: a gentle one at 7 days, a firmer one at 14, a final notice at 30, never more than one a week per invoice.
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 at your digest hour.
Monthly report — a once-a-month email summarising last month's revenue, clients and jobs.
Booking reminders, review requests, bank feeds, bank consent checks and budget alerts — each on its own timetable.

Quickie's scheduler checks roughly every 15 minutes, and each job picks its own moment — payment reminders once a day from 09:00, booking reminders from 17:00, the finance digest on Mondays, the monthly report from the 1st of the month. If the scheduler misses the 1st, the monthly report still goes out later that month rather than being skipped. 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.
Choose Automation health on the left.

URL: /dashboard/settings?tab=automation

Owner-only: the Automation health tab is only shown to owners. Members won't see it.

Step by step

Check that automation is healthy

The Automation card has a row for each scheduled job, by its name:

Follow-up digest
Payment reminders
Weekly finance digest
Monthly report
Booking reminders
Review requests
Bank feed sync
Bank consent check
Budget alerts
Housekeeping

Each row carries a status badge:

Healthy (green tick) — it ran successfully on its schedule recently.
Running (spinner) — a run is under way right now.
Stale (amber warning) — it's gone longer than expected without a successful run on its schedule. The line beneath says how long it's been.
Failed (red) — its last run failed. If the failure was in a run for your business, the reason is shown beneath; if it was the scheduled run for all businesses, the card says only that it failed — the detail may concern another business, so only Quickie's team sees it. A run that started and never finished says so.
Paused — Quickie's team has switched this job off for everyone for now; the line beneath says when. Nothing runs, and Run now is greyed out, until it's switched back on.
Never run (grey clock) — no runs are recorded yet (normal for a new or rarely scheduled job).

Under the badge you'll see the job's timetable (for example Daily, from 09:00), when it last ran, and — for a run you started yourself — what it did, in words: 1 overdue invoice checked · 1 reminder sent.

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 run a job by hand:

Find the job's row on Automation health.
Click Run now beside it.
Quickie runs that job for your business only, straight away, without waiting for its hour.
You'll see a message such as "Ran Payment reminders — 2 overdue invoices checked · 1 reminder sent.", and the row updates with the fresh run.

Good to know:

Payment reminders still keep to one reminder a week per invoice, even from Run now — a customer you chased a few days ago isn't chased again. To chase one invoice by hand, use Chase on that invoice.
Run now can be used once every 10 minutes per job. Pressed again sooner, Quickie says how long to wait.
Housekeeping has no Run now: it tidies Quickie as a whole, not your business.
Quickie's team can re-run a failed scheduled run for every business, for payment reminders, booking reminders, review requests, the bank consent check and budget alerts. None of those sends anything twice — a customer already reminded, or an alert already given, isn't repeated. While their run is under way, your Run now for that job waits: Quickie says it is running now.
Every Run now is recorded in your Audit log, with who pressed it.

Owner-only: only owners can use Run now.

What each screen shows

Settings → Automation health → Automation card:

A short note that Quickie checks the jobs about every 15 minutes and that Run now runs one for your business only.
One row per job, each with: the name, a status badge (Healthy / Running / Stale / Failed / Paused / Never run), its timetable, the last run time (with Run now by … when someone ran it by hand), a line of detail when there is something to say, what your own last run did, and a Run now button.

Tips & good to know

What you see is your business's. The results of a run you start are shown in full. The scheduled runs cover every business on Quickie at once, so for those you see whether and when they ran — not their totals, which include other businesses.
Run history is kept for 90 days. Older runs are cleared automatically, except each job's latest run and latest successful run, so Last run and Healthy stay true however rarely a job runs.
Stale isn't always a problem — some jobs only run occasionally (the finance digest weekly, the monthly report once a month), so a longer gap is expected. A job you ran by hand doesn't reset Stale: that's about the schedule.
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

Problem	What to try
I can't see Automation health	It's owner-only — members don't see it. Sign in as an owner.
A job shows Failed with a reason	Your own run failed. Fix the cause if you can, then click Run now to retry. If it keeps failing, contact support with the message shown.
A job shows Failed with no reason	The scheduled run for all businesses failed. Quickie's team sees the detail, and may re-run it for everyone; otherwise it runs again at its next scheduled time. Run now still runs it for your business.
"… is running now — it started …"	A run of that job is under way — the scheduled one, or Quickie's team re-running it for every business. Try again once it has finished.
A job says Paused	Quickie's team has switched it off for now. It starts again when they switch it back on.
"… was run 2 minutes ago. It can be run again in 8 minutes."	Run now can be used once every 10 minutes per job. Wait, then try again.
Run now on payment reminders sent nothing	Every overdue invoice was chased in the last week, isn't due its next reminder yet, or has had its final notice. Use Chase on an invoice to chase it by hand.
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 run it early.
Digest/report emails aren't arriving even though it's Healthy	Check the org switch in Settings → Business & targets and the recipient's personal Your notifications opt-in — both must be on.

Automation