Workflows created
automatically on booking.
Set up autocreation rules that instantly generate a repair workflow whenever an appointment matches your conditions, no manual steps needed.
Set the rules, walk away.
Stop tabbing into the workflow page after every booking. Rules turn each new appointment into a workflow with the right starting status automatically.
Trigger on any appointment status
Create rules that fire when an appointment reaches Pending, Approved, Quoted, Completed, or Canceled status. Match the trigger to your actual workflow, for example, auto-create a workflow the moment a booking is approved.
Filter by delivery method
Each rule can target a specific delivery method: Come by our store, Ship device, Pickup service, or Repair on location. Combine status and delivery method conditions so workflows are only created for the exact appointment types that need them.
Assign the right starting status
When a rule triggers, the new workflow is created with the initial status you configured. This means the repair immediately enters the correct stage, like Pickup Scheduled for pickup orders or In Diagnosis for walk-ins, without anyone manually selecting it.
Catches admin status edits too
Rules don't only fire on freshly created bookings. They also trigger when you change an appointment's status by hand from the dashboard, so a matching workflow appears whether the status change came from the customer flow or the admin panel.
Three steps. Then automatic forever.
Open the rules panel, define the matching conditions, save. Every booking from then on routes itself.
Open workflow settings
Go to RepairPlugin, Settings, Repairs Workflow and scroll down to the Autocreation Rules section below the status configuration.
Create a rule
Click Add New Rule. In the modal, select the Appointment Status that triggers the rule, the Delivery Method that must match, and the Workflow Status to assign as the initial status. Click Add to save the rule.
Save and activate
Click Save Settings to activate all rules. From now on, when a new appointment is created or its status changes and it matches a rule's conditions, a workflow is automatically created. Delete any rule by clicking the trash icon next to it.
Included from Growth onwards.
Autocreation rules ship with Repairs Workflow on the Growth and Scale tiers. Activate by upgrading in one click.
Not included
Autocreation rules included
Autocreation + per-location rules
Common questions.
Can I create multiple autocreation rules?
Yes. You can add as many rules as you need, each with different combinations of appointment status, delivery method, and initial workflow status.
Do rules apply when I change an appointment status manually?
Yes. Rules trigger both when new appointments are created and when you change an existing appointment's status by hand from the dashboard.
Does the customer get notified when a workflow is auto-created?
If the assigned initial workflow status has notifications enabled and the customer's notification preference is set to Email, they will receive a notification about the new workflow status.
Can I delete an autocreation rule?
Yes. Click the trash icon next to any rule in the rules list to remove it. Click Save Settings to confirm the change.
Read the full guide.
How to set up rules, what conditions are supported, how rules behave on manual status edits, and how to manage your rule list.
- Setting Up RulesCreating autocreation rules with status, method, and initial status conditions.
- Trigger ConditionsHow appointment status and delivery method matching works.
- Notifications on Auto-CreateWhen the customer is emailed if the initial workflow status has notifications enabled.
- Managing RulesAdding, viewing, and deleting autocreation rules.
Pair it with these.
Repairs workflow
The full per-method status pipeline that autocreation feeds into.
Learn moreAuto / manual approval
Send approved bookings straight into the workflow with no manual review.
Learn moreAppointments dashboard
Manage every booking from one overview, then let autocreation rules pick up the workflow.
Learn moreTurn visitors into customers.
Join 583+ repair shops already fixing their massive drop-offs.
Easy to install and live on your WordPress site in minutes.