Get started with Workorder Automation
Navigate to your username and click on Account Settings > Location.
Click on Work Order Automation under Lightspeed R-Series on the left-hand side menu then click Create.
Create an automation for each Lightspeed status.
Use the smart fields in purple to fill in the necessary details and add a personal touch.
Assign a Minimum Delay, we recommend a 15-minute buffer to prevent the automation from triggering in case a status is selected by mistake.
⏳ Status Must Stay the Same
The selected status must remain unchanged for the entire delay period for the message to be sent.
⚡ What “ASAP” Means
Choosing “ASAP” sends the message after approximately 3–4 minutes.
🕒 Store Hours Only
Messages only send during store hours — if your store is closed, they’ll queue and send when you reopen.
How the logic works behind the scenes
📩 One Message Per Status Per Workorder
Each status only sends one automated message per workorder.
If a workorder cycles through all statuses and then needs more work, create a new workorder to re-trigger automations.
💬 No Extra Conversations in Your Inbox
We don’t create conversation cards in your main Ikeono inbox unless:
A message is manually sent to the customer
A message fails to deliver
The customer replies
📊 Track Automation Activity
Check the Reports > Automated Messages report to see:
What messages are queued
What messages have successfully been sent
What messages have an error
We designed it this way to avoid cluttering your inbox and ensure you only get relevant, actionable conversations.