Custom Task automation: an internal task instead of customer outreach
An asset group's automation can be set to Custom Task instead of Automated Outreach. With Custom Task nothing is sent to the customer: each cycle, when the service comes due, Essential automatically creates an internal task for your team carrying the notes you set up, and that task lands in the Custom group under Recurring Services on the Tasks page.
Use it for recurring work that doesn't need the customer's approval - an internal inspection, a routine check - where you just want a reminder to do the work. It contrasts with Automated Outreach, which messages the customer for approval, and with None, which fires no automation at all (you schedule the work yourself).
Like outreach, creating the custom task moves the recurring service to Awaiting Service Completion until the work is recorded.
Where to find it: Chosen as the Type on the asset group's Automation Setup card; the task it creates lands in the Custom group under Recurring Services on the Tasks page
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