Guides Automation and Companion Service Schedule + Automation Rules

Service Schedule + Automation Rules

⚡ Quick Start👤 Audience🎯 Goals📝 Before You Start🛠 Setup Steps✅ Verify🔧 Troubleshooting🔄 Rollback📷 Screenshots

Quick Start

  1. Open the Schedule tab and create a service window (e.g., Sunday 8:00 AM - 12:30 PM)

  2. Add an automation rule — pick a trigger (time, event, or manual) and an action

  3. Run a dry test to verify timing

  4. Enable the rule for the next service

👤Who This Is For

Teams with repeatable weekend workflows that want to automate routine actions.

🎯What You Will Accomplish

  • Create service time windows by day and time

  • Build automation rules with triggers and actions

  • Test rules safely before using them in a live service

📝Prerequisites

🛠Step-by-Step Setup

1Open the Schedule Tab

Go to the schedule/automation section in the portal.

2Create Service Windows

Set up your service times by day and time (e.g., Sunday 8:00 AM - 12:30 PM).

3Add Automation Rules

Create rules by choosing a trigger:

  1. Timer — runs at a specific time during the service window

  2. Event trigger — runs when something happens (like a device disconnecting)

  3. Manual trigger — runs when you press a button

4Add Actions

Add one or more actions to each rule. Set the order and add delays between actions.

Important: Always add delays between restart actions and device commands. Equipment needs time to boot up before it can accept new instructions.

5Run a Dry Test

Save the rule and run a test for one service window to make sure the timing and actions are correct.

Validation Checklist

0 of 0 verified

🔧Common Issues and Fixes

SymptomCauseFix
Actions run at the wrong timeTimezone mismatchCheck that your church timezone in settings matches your actual timezone
Rule never firesTrigger condition never happensMake sure the triggering event actually occurs during the service window
Rule fires over and overNo safety limit setAdd a "once per window" or cooldown limit to the rule
Actions happen too fastNo delays between stepsAdd 5-15 second delays between actions so equipment can keep up

🔄Rollback / Fallback

  1. Pause all automation rules.

  2. Run things manually for the next service.

  3. Re-enable rules one at a time after testing each one.

📷Screenshot Placeholders

📷
Service window editor
H13-service-editor
📷
Rule builder
H13-rule-builder
📷
Dry test result
H13-dry-run
📷
Action log
H13-command-log