Introduction to Workflows

Understand what Workflows does, how it guides employees, and when to use it.

Workflows guides employees through a fixed set of steps when they complete a work order.

You use it to make sure the right data is registered in the right order.

A workflow is linked to one or more work types.

When an employee opens a matching work order in the app, the workflow starts automatically.

What Workflows helps you do

• standardize how work orders are completed
• require key registrations before sending
• reduce missed hours, materials, photos, and signatures
• improve data quality in the BackOffice

How it works

A workflow consists of steps.

Each step covers one action, such as checking customer details, starting a timer, adding pictures, filling in a form, or capturing a signature.

Employees move through the workflow step by step.

They can only continue when the current step is complete.

When to use Workflows

Workflows is useful when:

• technicians follow the same process on every job
• you need mandatory checks before completion
• you want cleaner handover from field to office

What employees see

Employees see the workflow in the mobile app when they open the work order.

The app shows the current step, the next action, and the remaining steps.

Frequently asked questions

Can I use different workflows for different work types?

Yes.

You can create multiple workflows and link each one to the right work types.

Are workflows required for every work order?

No.

Only work orders linked to a workflow use one.

Can employees skip workflow steps?

Usually not.

Employees must complete each step before they continue.

Related topics

• Create and manage workflows
• Workflow step types
• Use workflows in the mobile app