The complete list, with what each one does and whether you can stop it.
The AI agents — each has a switch on the Agents page, and every one of them genuinely stops when switched off.
| Agent | What it does |
|---|---|
| Payment reminder | Chases invoices that are overdue |
| Lead follow-up | Nudges leads that have gone quiet |
| Estimate expiry | Warns before a quote expires and follows up after |
| Meeting reminder | Sends the confirm-or-decline email before an appointment |
| Customer satisfaction | Asks for a review after a job completes |
| Daily briefing | Emails you a summary of the day |
| Cash flow predictor | Flags a shortfall ahead of time |
| Weekly backup | Takes a copy of your data |
Things that happen when a record changes — these are not agents and are not on the Agents page.
| When | What happens | Can you stop it? |
|---|---|---|
| A client signs an estimate | The job and the invoice are created; you get an email | No — this is the core behaviour |
| An invoice is paid | An income record is written; a receipt goes to the customer | Receipt: Settings → Notifications |
| An invoice balance reaches zero | A thank-you email goes out, once | Settings → Notifications |
| A purchase order is marked Delivered | An expense is created | No |
| A fuel log has a job attached | An expense is created | Leave the job blank |
| A contractor payment is marked Paid | An expense is created | No |
| A vehicle reaches its service interval | A service-due banner appears | No — but it only shows on the vehicle |