FieldCamp’s Workflow Builder is a powerful automation tool that helps you define “if this, then that” logic for your business processes—without writing a single line of code. Whether you’re sending reminders, assigning tasks, or following up with clients, workflows put your operations on autopilot.

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What is the Workflow Builder?

The Workflow Builder is a visual automation tool that allows you to set up custom logic using triggers, conditions, and actions. Think of it as a drag-and-drop canvas where you define what happens when something occurs in your system.

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Where to Find It

You can access the Workflow Builder from the Settings menu in FieldCamp. Just head to **Settings → Workflow Builder ** to view, create, or edit automations.

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Step 1: Viewing Your Workflows

When you visit the Workflows page, you’ll see a list of all saved workflows:

  • Name: The label you’ve given to each workflow
  • Trigger Type: The event that starts the workflow (e.g., “On Schedule”)
  • Module: The module the workflow is tied to (e.g., Visits, Jobs, Clients)
  • Status: Indicates if the workflow is active or paused
  • Created/Updated At: Tracks when the workflow was created or last modified

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Step 2: Building a New Workflow

Once inside the builder:

  • Name your workflow in the top bar (default is “Untitled Workflow”)
  • Use the controls:
  • Add Trigger: Define the event that initiates the workflow (e.g., a new visit is scheduled)
  • Add Condition: Set logical checks (e.g., visit type is “Repair”)
  • Add Action: Choose what should happen (e.g., send SMS or assign technician)

The empty grid canvas is where you’ll visually map out your automation flow. Each element you add appears as a node, and you can connect them in sequence to define the workflow.

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Step 3: Save & Activate

Once your flow is ready, click Save. You can return later to edit or toggle the status (Active/Inactive) as shown in the workflows list.


With FieldCamp’s Workflow Builder, your field service business doesn’t just run—it flows.

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