Troubleshooting and FAQ

The short list of things that actually go wrong, and where to look.

Automations did not fire

1. Is the rule Active (green toggle)?
2. Check Recent runs on the Automations page: a failed run shows its error.
3. Time-based triggers (due soon, invoice overdue) need cron running and fire at most once per day per record.
4. Conditions are ANDed: one non-matching condition silences the rule.

Emails are not sending

Check SMTP settings and send a test. On self-hosted installs, check storage/logs/ for mail transport errors. Signing requests, client alerts and automation emails all use the same SMTP: if one sends, all can.

Email-to-ticket / email-to-task not working

Confirm the IMAP box is enabled and credentials are current; confirm cron runs the fetch job; for task addresses confirm your provider delivers plus-addressed mail (send yourself a test to inbox+p1@...).

A client cannot see something

Client visibility is opt-in. Check: is the project assigned to that client? Is the doc marked client-visible? Is the task assigned to the client contact (for action items)? Magic link expired (7 days)?

The health check

Self-hosted admins can run the built-in check (superadmin developer section, or php artisan vivotics:health-check): it verifies database, migrations, storage, queue and recent errors in one pass, and runs itself daily at 06:00.

Still stuck?

Open a ticket from your portal, or email the support inbox; it becomes a ticket automatically, which is exactly the kind of thing this product is for.