The Operations module lets you automate task creation. The system automatically generates tasks based on triggers. For instance, when there’s a checkout, it creates a new cleaning or inspection task for your team.

Tasks can be automatically assigned to specific agents or personnel if properties have designated staff. You can also include a checklist of subtasks to ensure your team completes all chores and set a fixed or hourly price for task completion.

Once the automation is set up, the system will generate tasks for the next 14 days and continue to do so within that timeframe.

There are two ways to create automation, also known as rules:

Individual Property Rule: This affects only the specific property.
Master Rule: This option generates a rule for each property in your portfolio.

Automations use your tasks catalog items to define the tasks created.

Learn more about the Catalog here

Create your Automation Rule

As a general rule, if a task is relevant to all properties, it’s best to use the Master Rule option for automation. This applies task creation to all your properties, including any new ones added in the future. For unique scenarios where a task is specific to one property, create an individual property rule.

Open the Operation module from the main menu and navigate to the "Automations" section
Click on the "+ New Rule" button
Fill in the form:
1. Description: Name your automation for easy identification.
2. Priority: Set the priority by selecting Low, Medium, High, or Critical (optional).
3. By Catalog: Select the relevant catalog item for the task.
4. Expense Type: Choose the expense type (optional).
5. Select Listings: Choose the listings this automation applies to. To apply the rule to all properties, toggle on “Create a Master Rule” at the top, which removes the “Select Listings” field and applies the rule universally.
6. Planned duration (hours): Enter the expected time for task completion in hours (optional).
7. Price per visit: Set a fixed price for task completion (optional).
8. Management fee visit: Enter the management fee amount (optional).
9. Assigned Person:
  - Contractor: Assign to team members by selecting the user.
  - Personnel: Assign to designated staff (properties must be set up with designated personnel).
10. Time Settings: Select when tasks are created. Options like check-in, checkout, during stays, and garbage days are available only when using the Master Rule.
  
  Time Settings Options
  - Exclude on: Allows you to exclude task creation in certain scenarios, such as “while-staying,” to prevent tasks when guests are present.
  - Days without cleaning task: Select the number of days without a cleaning task to trigger task creation (can be used for a cleaning refresh tasks).
  - Reservation min length: Select the minimum reservation length to trigger task creation.
  - Whitelist channels: Select which channels the rule applies to, or leave empty to include all channels.
  - Blacklist channels: Select channels to exclude from the rule.
  - Allowed visit days: Choose the days this task can be created. If none are selected, tasks can be created on any day.
11. Click Save

Pre-made Automations

Boom has provided two pre-made automations that you can activate and use:

Checkout Cleaning
Check-out Inspection

To activate the pre-made automation

Open the Operations module from the main menu and navigate to the "Automations" section
Toggle of the "Active only"
Activate the desired automation.

Add Your Checklists

A checklist is a feature used to display a set of subtasks related to a main task. It helps ensure that all necessary steps or chores are completed. For example, in a cleaning task, a checklist might include specific actions to ensure nothing is missed.

Checklists are part of the task catalog and can be added in the catalog item settings. To include checklists in your tasks, please refer to this article.

Edit Your Automation Rules

To edit an existing automation rule, open the Operation module and navigate to the "Automations" section. Click on the pencil next to the desired rule to edit it.