Actions - Service Category as a rule

We just recently sent out an update for Actions to allow you to now use the inclusion or exclusion of a Service Category as a rule in Actions.

This will work similar to the Service or the Service Add-On rule. If applied then the action will not send unless the inclusion or exclusion (depending on using Has or Does Not Have) of a services or add-on that is in the specified category is associated on the inspection order.

If you have primary Radon service and several Radon add-on services associated with other primary services and all of those are configured with the Service Category "Radon" you might setup your Action rule for an upsell email as .

This would allow the Action email to be sent for inspection orders that do not have any of the Radon services already associated.