What runs automatically, and what you control
Some work in ASTRO happens on a schedule rather than when someone clicks: recurring invoices are drafted, reminders are proposed, expired quotes and trials are flagged, and notifications are prepared. These scheduled jobs run for every company and use your company's time zone for "today".
There is no screen for the jobs themselves. Whether a job runs at all is switched by ASTRO CSM's operators, and anything that e-mails customers or creates financial records starts switched off. What your company decides is set on the screens below, and a job does nothing for your company until both are on.
What you switch on, and where
| What | Where |
|---|---|
| Proposing payment reminders for review, and sending them without approval | Reminder schedule: Propose payment reminders for review and Auto-send reminders |
| Sending recurring invoices without review | Subscription automation: Turn on auto-send… |
| Renewal opportunities for subscriptions nearing renewal | Subscription automation: Make an opportunity for each Active subscription nearing its renewal |
| Whether notifications can be e-mailed at all | A verified e-mail connection on Company settings; the Notification e-mail card there shows the state |
| Which notifications each person gets, and when by e-mail | Each person on Notification preferences: Never by e-mail, Right away or Daily digest, and quiet hours |
The screens say when the operators' switch is still off, for example "The operator's job switch must also be on". If you need an automatic job turned on for your company, ask ASTRO CSM support.
What runs without a switch of yours
- Drafting recurring invoices from subscriptions. They stay drafts for review unless auto-send is on.
- Marking sent quotes past their expiry date as Expired, and flagging quotes and trials about to expire.
- Flagging opportunities that have gone quiet.
- Preparing in-app notifications about sales, revenue and payments, and clearing old ones.
- Emptying the recycle bin of records deleted long ago, and keeping the forecast's history.
None of these sends anything to a customer.