Job Workflow

Job Workflow

Fieldmotion offers customized workflows based on your job forms, ensuring that follow-up work or stock requirements trigger immediate notifications to the right personnel. Automated processes can generate quotes from surveys, create follow-up jobs, and send emails to alert staff when stock is needed or running low. This streamlines operations, reduces manual tasks, and enhances overall efficiency.

Key features include:

  • Customized workflows based on job forms

  • Immediate notifications for follow-up work or stock requirements

  • Automated quote generation from survey data

  • Creation of follow-up jobs from existing jobs

  • Email triggers to notify personnel when stock is needed or running low

  • Pull data and information from one job form to the next

Job Workflow 2
Job Workflow 3
  • Update customer data in the office based on form responses

  • Update asset data in the office based on form responses

  • Multiple email triggers to notify clients or office staff when jobs are complete

  • Inclusion of dropdowns, multiple-choice questions, photos, and signatures in forms

  • Efficient data handling with reduced manual tasks

  • Enhanced operational efficiency through automation

Other Software Features: