MoveBoardSome status changes happen without anyone pressing a button. They're set in Settings › Sales & orders › Expiration rules, per move type. The full guide is Quotes that expire; here's how they fit with your automation.
What changes by itself
| Rule card | What happens |
|---|---|
| Quotes the customer can book online | A Can Book Online quote still unbooked the day before its move goes to New Lead Past (or Expired, if you choose that under Expired quotes become) after the hour you set. |
| Quotes with no activity | A Can Book Online quote with no status change for the days you set goes to Expired. |
| The night before the move | A lead nobody booked or reserved becomes Expired or New Lead Past once its move day arrives. |
| After a customer changes their move | What happens to the status when the customer edits their move on the portal. |
These changes run during the day, between 8 AM and 9 PM your branch's time. Booked, reserved and completed jobs are never touched.
They count as moments
An automatic status change is a status change like any other:
- Your templates for Expired or New Lead Past go to the customer, if you send any.
- A workflow whose When is "An order expires" or "An order's status changes" starts.
- The office hears of it through the Order status changed notification, for whoever has it on.
So you can, for example, build a workflow "When an order expires → create a task for the sales rep to call and re-quote".
How to tell it was automatic
The Order Log gives the reason, for example Expiration Rule: Move not Booked/Reserved on current business day. — no person's name.