Save time on every job with Jobs and Quotes Automation

Article by Alison Cheung Communications Manager 19 August 2026

Jobs and Quotes Automation is here, one of our most requested updates from the community. Building on the Job Templates, Checklists and Automations release from June, this release takes it a step further.

Jobs and Quotes Automation lets you build custom workflows that automatically trigger actions as jobs and quotes progress, helping you keep follow-ups moving, speed up approvals and reduce the manual work involved in managing every job.

Automate follow-ups at every stage of a Job 

Create customisable workflows that trigger actions when a job reaches a particular status or meets your chosen conditions. 

You can automatically: 

• Send messages and reminders 

• Set or update a job’s priority 

• Update due dates 

• Follow up on outstanding work orders 

• Chase missing invoices 

• Remind owners to approve work 

Message suppliers in bulk with new Quote templates 

Quotes now have their own message template category, complete with quote-specific merge fields. You can use these to send messages to multiple suppliers at once, including to let them know if their quote was successful. 

You can trigger quote messages from the Quotes table or add them to your Jobs Automation workflows, so follow-ups can happen automatically. 

See Quote statuses without opening each Job 

A new Quote Status column on the Jobs list shows you where each quote is at. 

Under the Quoted tab, you can see a quick breakdown such as 1 Approved, 2 Rejected, without opening the job and checking each quote individually. 

This makes it easier to spot what needs your attention and keep jobs moving. 

Give owners a clearer view of Jobs and Quotes 

You can now generate and attach two new PDFs to your messages, making it easier to give owners the information they need to make decisions. 

Job Summary brings together the high-level details of a job, including photos, in one clean document. You no longer need to download and re-upload photos or copy and paste job information. 

Quote Comparison puts every quote received for a job side by side, giving owners a simple way to compare their options and decide how they want to proceed. 

These PDFs can be used with message templates and Automations, so the right information can be sent at the right stage of your workflow.

Close the loop with new system templates 

Two new system message templates are available to help you keep owners and suppliers informed: 

• Share quotes with owner sends owners a Quote Comparison PDF so they can review their options. 

• Quote rejected lets suppliers know when their quote hasn’t been successful, so no one is left waiting for an update. 

We’ve also updated the existing Request owner approval to proceed with work template to include the Job Summary PDF, giving owners the key information they need to review the request. 

Manage all your Job Automations in one place 

Existing automated Job messages have now been migrated into Automations, bringing your automatic Job actions together in one place. 

There is nothing you need to do. Your existing Job message workflows will continue working as they do today. 

But if you want to get more from Automations, you can now build on your existing workflows with additional actions, such as updating priorities, changing due dates and triggering follow-ups. 

We’ve also updated the Automation builder used for Tasks and Renewals, so you can now set up multiple events within a single rule. This gives you more flexibility to organise and build the workflows that suit the way you work.

See Jobs and Quotes Automation in action 

We put Jobs and Quotes Automation to the test. Delainey and Peter raced to complete the same job from start to finish, with Delainey using Automations and Peter managing everything manually. 

Watch the video to see who finished first. 

Ready to explore a smarter maintenance workflow? 

Now you’ve seen how Jobs and Quotes Automation can save your team hours every week, it’s time to put it to work in your own portfolio. 

These new Jobs features are already available to you if you’re a Standard or Advanced user. Watch a walkthrough to see how they work and get set up quickly. If you’re on the Basic plan, unlock complete access to the new features by upgrading your plan today. 

Not yet using PropertyMe? Book a demo today to see how PropertyMe helps agencies streamline maintenance and save valuable time.