Automation that just runs.
When something happens, make something else happen. Notifications, escalations, approvals, and field updates—all triggered automatically. Build without code.
What is Workflows?
When something happens, make something else happen. Notifications, escalations, approvals, and field updates—all triggered automatically. Build without code.
When something happens, make something else happen. Workflows automate the repetitive stuff—notifications, status changes, escalations, approvals—so your team can focus on actual work instead of pushing paper.
Visual Builder
Build Without Code
You don't need a developer to set up workflows. A visual builder lets you define triggers, conditions, and actions. Test before you deploy. Start simple, add complexity as needed.
Your ops team can build and maintain their own automations. Drag and drop triggers, configure actions, and see your workflow come to life—all without writing a single line of code.
Automation in action
A work order gets marked "complete." Automatically: the customer gets an email. The asset status updates to "operational." The technician's completed jobs count increments. If the repair cost exceeded $650, it routes to a manager for review. If the asset has had three repairs this month, it gets flagged for replacement evaluation. All of this happens instantly, without anyone clicking anything. That's workflows.
Trigger-Based Automation
Define what triggers a workflow: a status change, a field update, a threshold crossed, a date reached. When the trigger fires, your workflow runs. No manual intervention. No "I forgot to send that email."
- Status change triggers
- Field value triggers (equals, exceeds, changes to)
- Date and time triggers
- Work order completion triggers
Notifications That Matter
Get the right information to the right people at the right time. Email, push notifications, SMS—whatever works. Notify technicians of new assignments. Alert managers to overdue work. Keep customers informed of progress. All automated.
- Email notifications with custom templates
- Push notifications to mobile
- SMS alerts for critical issues
- Role-based notification routing
Escalations
Things slip. Deadlines pass. Workflows catch it. If a work order sits unassigned for 2 hours, escalate to a supervisor. If an SLA is about to breach, alert the team lead. If something critical goes unacknowledged, keep escalating until someone responds.
- Time-based escalation rules
- Multi-level escalation chains
- SLA breach prevention alerts
- Escalation audit trail
Approval Workflows
Some actions need sign-off. High-value repairs, asset decommissioning, budget overruns. Build approval workflows that route to the right people, track approval status, and keep things moving without bottlenecks.
- Single or multi-step approvals
- Conditional routing based on value or type
- Approval delegation and backup approvers
- Mobile approval from anywhere
Automatic Field Updates
When one thing changes, update related things automatically. Work order completed? Update asset status. Part replaced? Decrement inventory. Inspection passed? Update certification date. Keep your data consistent without manual effort.
- Cross-entity field updates
- Status synchronization across related records
- Inventory adjustments on part usage
- Conditional update logic
Build Without Code
You don't need a developer to set up workflows. A visual builder lets you define triggers, conditions, and actions. Test before you deploy. Start simple, add complexity as needed. Your ops team can build and maintain their own automations.
- Visual drag-and-drop builder
- Conditional logic with AND/OR rules
- Test mode for validation
- Workflow templates for common patterns
Visibility and Control
See what's running, what's fired, what's failed. Workflow logs show you exactly what happened and when. Pause workflows, disable them, tweak them—you're always in control.
- Workflow execution logs
- Success and failure tracking
- Enable/disable workflows instantly
- Error notifications and debugging
Related Features
The foundation of asset management.
Audited entities, role-based access control, and core infrastructure that powers everything else. Every action tracked, every change logged, every permission enforced.
The heartbeat of your operations.
Something breaks, someone fixes it. Create, assign, and track work orders from report to resolution. Preventive maintenance, mobile access, and real-time status—nothing falls through the cracks.
Stay ahead of every deadline.
Fire extinguisher inspections, MOT renewals, warranty conditions, calibration schedules—get alerted before anything lapses. Audit-ready, always.
Automate the routine
See how workflows eliminate manual work and keep things moving.