Managing the process is critical to the success of any field service company. FieldHub’s Flow Engine® takes integrated process management to a new level with flexible process definition and visual dashboards. Processes may be designed and associated with accounts, contacts, proposals, or any other data type.
Each action in a Flow is represented by a card which may be dragged and dropped to the next permitted stage in a Flow.
Create a "Flow" to target any of the data types in the system including Accounts, Proposals, Work Orders, and Invoices.
Define the steps or phases of your process, utilize color indicators, define acceptable time frames for actions, designate default assignees, and outline available next steps.
Use plugins to take an action when a task moves from one phase to the next, or when a user updates the status of the Flow. Actions may include notifications via email, SMS, or messaging app; adding or removing a tag to a related data item; retrieving the credit score for a customer; or other custom-specified action.
Before a Flow may be moved to the next phase, require specific actions be recorded with a checkbox or other field; or allow for optional information to be gathered throughout the course of a Flow.