Doc Summary
Trigger Rules are automatic process setup within FieldRoutes for certain items to “trigger” actions. Examples of some trigger rules setup in our Arrow Pest Control System:
| Category | Description | Action |
| Reminders | Email Reminder | Email is sent to all customers at 7AM for 2 calendar days ahead |
| AR | Statement email | Statements are emailed at 7, 12, 14, 38, 55, 80, and 90 days past due |
| AR | Statement SMS | Statements balances are texted out at 26, 65, and 100 |
| AR | Statement VOICE | Statements balances are sent voice messages at 45 and 85 days past due |
| AR | Statement Mail | Statements are mailed at 31, and 70 days |
| Service Due | 5/7 Years SMS | Text message on due date, 14 days past due, 32 days past due |
| Renewals | Renewal Email | Renewals Emailed 14 days prior, 1 day past, 8 days past due |
| Renewals | Renewal Mail | Renewals Mailed 12 days prior, 8 days past due |
| Proposal | Unsigned Proposal | If a proposal is unsigned for 3 days, a task is sent to the sales rep to follow up, and email is sent to the customer 2 days following an unsigned proposal. |
| AR | Subscription on HOLD | Subscription will be placed on HOLD 180 days following payment not remitted |