What are Workflows in FieldCamp?
Workflows are powerful automation tools that help you streamline your business operations by automatically performing tasks based on specific triggers and conditions. Instead of manually handling repetitive tasks, workflows run in the background, saving time and reducing human error.
Key Benefits
Save Time and Reduce Manual Work
Automate repetitive tasks like sending follow-up messages, updating job statuses, or creating invoices. Your team can focus on delivering great service instead of administrative work.
Improve Customer Communication
Never miss sending important updates to customers. Workflows can automatically notify clients when technicians are on the way, when jobs are completed, or when invoices are ready.
Ensure Consistency
Every customer gets the same high-quality experience. Workflows ensure that important steps in your process are never skipped or forgotten.
Scale Your Operations
As your business grows, workflows help you maintain quality without proportionally increasing administrative overhead. Handle more jobs without adding more office staff.
How Workflows Function
Workflows operate on a simple but powerful principle: When This Happens → Check Conditions → Then Do That
Triggers: Something happens in your system (like a new job being created)
Conditions: Optional checks to ensure the workflow should proceed (like checking if it's a priority job)
Actions: Automated tasks are performed (like sending a notification to the customer)
Timing: Actions can happen immediately or be scheduled for later
Common Use Cases
Customer Communication
Send appointment confirmations when visits are scheduled
Notify customers when technicians are en route
Request feedback after job completion
Send payment reminders for overdue invoices
Team Coordination
Alert managers about high-priority jobs
Notify teams about schedule changes
Remind technicians about upcoming appointments
Escalate urgent issues to supervisors
Business Operations
Automatically create follow-up visits for recurring jobs
Convert completed jobs to invoices
Update job statuses based on visit progress
Generate reports for completed work
Financial Automation
Send invoices immediately after job completion
Process recurring billing for maintenance contracts
Apply late fees to overdue accounts
Track payment status changes
Getting Started
FieldCamp offers two ways to implement workflows:
Workflow Templates: Pre-built automations for common scenarios that you can activate with one click
Workflow Builder: Create custom workflows tailored to your specific business needs
Both options are accessible from the Workflows section in your FieldCamp dashboard.
Key Metrics to Track
Monitor your workflow performance through:
Total Workflows: Number of automations you've created
Active Workflows: Currently running automations
Total Executions: How many times workflows have run
Success Rate: Percentage of successful workflow completions
Best Practices
Start Simple: Begin with one or two workflows and expand as you get comfortable
Test First: Always test workflows with a small group before rolling out company-wide
Monitor Performance: Regularly check success rates and execution logs
Document Your Workflows: Keep notes on what each workflow does and why
Review Regularly: Periodically audit workflows to ensure they still meet your needs