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.
Related guides
Related features and guides
- Dispatch & Work Orders — Documentation. How jobs are routed to service pros, how work orders track status, and how approval limits keep spending in check.
- Calendar & Scheduling — Documentation. One calendar over everything Seayora already knows is happening — what it draws, what you can add to it, how reminders and repeats work, and how to read it in the calendar app you already use.
- Accounting Automations — Documentation. How to build rules that act when something happens in your books — tell you, email a customer a note, hold a bill for approval, tag a class or suggest an account.
- AI-Assisted Maintenance Dispatch — Feature. AI-assisted dispatch routing and configurable automation rules send maintenance work to the right service pro, so routine repairs never wait on a manual decision.
- Calendar & Scheduling — Feature. Schedule showings, inspections, site visits, and maintenance jobs on a shared calendar so field work and leasing activity stop colliding.
- Technician Dispatch & Live Arrival Times — Feature. Plan each technician’s route, tell the customer when they set off, and send a live arrival link that says how the time was worked out — without tracking your crew.