• JOB WORKFLOW

When a job closes, the right things happen.

Follow-on jobs, customer notifications, quote generation, stock alerts: set up the actions that should trigger when a job outcome is recorded, then let Fieldmotion run them automatically, without any office intervention.

  • iOS & Android App
  • Works offline
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Follow-On Jobs

When an engineer flags remedial work or a failed inspection, a follow-on job is created automatically.

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Survey-to-Quote

Site survey forms generate quotes automatically on submission, with no re-typing required.

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Stock Alerts

Receive automatic low stock alerts so the right person can reorder before you run out.

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Auto-Notifications

A job sheet or certificate goes to your customer the moment the engineer marks the job done.

WHAT’S INCLUDED

Connect, Trigger & Automate

Fieldmotion's workflow engine connects your job forms to your business processes, so outcomes in the field drive the right actions in the office.

Form-Based Trigger Logic

Workflows are driven by the answers engineers give in their job forms. Specific responses fire specific actions, automatically and immediately. 

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    Trigger on any form field
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    Fail triggers a job; pass sends a certificate
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    Multiple triggers can fire from one submission
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Automated Job and Quote Creation

When a form response indicates follow-up work is needed, Fieldmotion creates the next job or a quote automatically, with data carried across from the original job. 

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    Follow-on jobs inherit all details automatically
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    Survey forms generate a pre-populated quote
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    Records update from form responses
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Email and Notification Triggers

Workflows can send emails to customers, engineers, or managers at any stage in the job lifecycle, confirming bookings, sharing completions, or flagging issues.

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    Multiple email triggers per job type
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    Customers receive job sheets and certificates
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    Internal alerts fire when action is needed
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THE PROCESS

How It Works

  • Build a workflow by defining which form answers trigger which actions. No technical knowledge needed.
  • Engineers complete their forms on-site as normal. The workflow runs in the background.
  • Follow-on jobs, quotes, alerts, and emails are created and sent automatically.

Other Related Features

Specialised tools for every trade. Customisable workflows that adapt to how you work, not the other way around.

Job Management

Workflows create and update jobs automatically based on what engineers record in the field.

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Job Scheduling

Follow-on jobs created by workflow appear in the scheduling queue immediately, ready to assign.

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Mobile Forms

Workflow triggers are built on the responses captured in mobile forms. The two features work directly together.

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Mobile App

Engineers complete the forms that drive workflow actions through the app, including offline.

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Quoting

Survey-based workflows generate quotes automatically from form data, ready for office review and sending.

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Reports & Dashboards

Track how many follow-on jobs and automated actions are generated across your operation.

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ROI SNAPSHOT

Quick Estimate of the impact on your Business

Fill in the fields below and generate your custom estimate.

Phone calls, back-and-forth, manual updates

Your Estimated ROI

Based on 230 working days

Fill in your numbers to see where time and money are slipping away.

SOFTWARE INTEGRATIONS

Works with all the tools you already use

  • xero
    Syncs with customers, invoices, and payments
  • quickbooks
    Syncs with customers, invoices, and payments
  • sage
    Syncs with customers, invoices, and payments

CLIENT RESULTS

Our Customers See Real Impact

"Fieldmotion has given the business comfort that there is a software solution available to us, and a support structure in place behind it that epitomises great customer service."
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Kevin Gray

Operations Director, Just Energy Solutions

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    admin reduction

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    faster invoicing

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    on-time arrival

FAQs

Does setting up workflows require technical knowledge?

No. Workflows are configured through Fieldmotion's form builder using a simple if-this-then-that logic with no coding required. You select the form, pick the trigger condition, and choose the action. The Fieldmotion team can also help build workflows that match your existing processes.

What types of actions can a workflow trigger?

Workflows can trigger: creation of a new job (with data carried from the original), generation of a quote from form data, email notifications to customers, engineers, or internal staff, updates to customer or asset records, and low stock alerts. Multiple actions can fire simultaneously from a single form submission.

Can workflows carry data from one form to the next?

Yes. Fieldmotion's workflow engine can pull data captured in one job form and pre-populate fields in the next job or quote. This is how survey-to-quote workflows operate: details recorded on the site survey (dimensions, asset details, scope of work) flow into the quote without being retyped.

Can different form answers trigger different outcomes?

Yes. Workflow logic is conditional. A form answer of "pass" might trigger a certificate email to the customer, while a "fail" answer triggers a follow-on remedial job and an internal alert to the scheduler. Multiple conditions can run from the same form, so complex multi-step processes automate from a single engineer interaction.

Ready to run your business smarter?

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