Dispatch Automation Rules
How to set up rules that automatically route, escalate, or approve dispatched jobs based on conditions you define.
Dispatch automation rules apply the same if-this-then-that idea used elsewhere in Seayora to incoming jobs, so routine dispatch decisions don’t need a human every time.
What a rule can do
- Auto-assign a job to a specific pro or team based on trade and location.
- Auto-approve jobs under a spending threshold.
- Escalate to a manager when a job goes unassigned past a time limit.
- Notify the right people the moment a request comes in.
Balancing automation with oversight
Automate the routine and predictable cases — a standard repair under a set dollar amount — while keeping approval thresholds in place for anything larger or unusual, so spending controls stay intact even as routing speeds up.
Testing before you rely on a rule
As with accounting automations, test a new dispatch rule against a real-looking scenario before turning it fully loose, so you catch an unintended match before it reaches a customer or tenant.
Frequently asked questions
Can a rule apply to only one property or trade?
Yes — scope a rule as narrowly as you need, for example auto-approving small repairs only for a specific property or only for a specific trade.
What happens if two rules conflict?
Rules are evaluated in a defined order, and a more specific rule generally takes precedence — review your rule set periodically if you have several that could overlap.
Can I temporarily pause a dispatch rule?
Yes — pause a rule without deleting it, useful during a busy period when you want more manual control before turning automation back on.