See and browse your automated outreach (the Automated Outreach page)
The Automated Outreach page lists the automated outreach your business has scheduled or sent. Each row is an outreach batch: the sequence of emails or texts that goes to a contact about upcoming work, such as a recurring service approval, a quote, an invoice, or a visit reminder.
Filter the list by status (Scheduled, In Progress, or Complete) and by the outreach type (Job Approval, Quote Outreach, Invoice Outreach, Visit Reminder, or Tech En Route). Each row shows an ID, who it's going to (Send To), the property and the asset groups it covers, and the send time (the next send for scheduled outreach, the last send for completed).
Click a row to open that specific automation, where you can see its steps and use Stop Automation to halt it. You can also ask Essential to find automations for a contact or account, or about the automation you're viewing.
Where to find it: Automations, then the Automated Outreach page (route /automations/outreach)
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