Job Workflow

Fieldmotion offers customised Job Workflow 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
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Job Workflow Image 2
  • 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