Workflow Automation Overview | FieldCamp

Workflows let you put repetitive tasks on autopilot. Instead of manually sending emails, updating statuses, or creating invoices, FieldCamp handles it for you in the background — every time, without fail.

Ask the AI assistant: "Create a workflow that sends a follow-up email 3 days after job completion" and FieldCamp builds it for you.

What Workflows Do

A workflow watches for something to happen in your account, checks whether it matches your rules, and then takes action automatically.

Here are a few things businesses automate every day:

• Send a thank-you email the moment a job is marked complete
• Create an invoice automatically when a visit is finished
• Notify a dispatcher when a new request comes in
• Send a payment reminder 7 days after an invoice is sent
• Alert the team when a high-priority job is created

How Workflows Work

Every workflow follows three steps:

Think of it as: When this happens → Check if it matches → Then do that.

You can chain multiple conditions and actions together. For example, when a visit is completed, check if the job value is over $500, then create an invoice and send a thank-you text to the client.

Where to Find Workflows

Go to Settings → Workflow Automation in your FieldCamp dashboard.

From there, you can:

• View all your workflows and their status (active or inactive)
• Create new workflows from scratch or from templates
• Monitor how often each workflow runs and its success rate
• Enable or disable any workflow with a single toggle

Workflow Dashboard

When you open the Workflow Automation page, you will see a dashboard with key metrics:

• Total Workflows — how many automations you have created
• Active Workflows — how many are currently running
• Total Executions — how many times your workflows have fired
• Success Rate — the percentage of runs that completed without errors

Below the metrics, each workflow shows its name, trigger type, module (Jobs, Visits, Clients, etc.), status, and execution history.

Common Workflow Scenarios

Client Communication

• Send appointment confirmations when visits are scheduled
• Notify clients when a technician is on the way
• Request feedback after a job is completed
• Send payment reminders for overdue invoices

Team Coordination

• Alert managers about high-priority jobs
• Notify the team about schedule changes on the calendar
• Remind technicians about upcoming appointments
• Escalate urgent requests to supervisors

Billing and Payments

• Create invoices automatically when jobs are completed
• Send invoices the moment a visit wraps up
• Follow up on unpaid invoices at set intervals
• Sync completed jobs with your accounting software

Operations

• Assign new requests to the first available dispatcher
• Update job statuses based on visit progress
• Create follow-up visits for recurring maintenance
• Send weekly summary reports to the business owner

AI-Powered Workflow Creation

FieldCamp's Command Centre lets you describe what you want in plain language. Instead of configuring triggers and actions manually, just tell the AI assistant what you need:

• "Send an SMS to the client when their technician is 30 minutes away"
• "Create an invoice every time a visit is marked complete"
• "Email me a summary of all completed jobs every Friday at 5 PM"

The assistant builds the workflow for you. Review it, tweak anything you want, and activate it.

Getting Started

Two ways to set up your first workflow:

1. Use a template — Browse pre-built templates for common scenarios and activate one with a single click
2. Build from scratch — Open the workflow builder and configure your own trigger, conditions, and actions

Next Steps

• Build your first workflow — step-by-step guide to the workflow builder
• Browse workflow templates — pre-built automations you can activate instantly
• See real-world examples — copy these workflows for your business