Book A Demo mail-icon
Automate Field Service Configurable Workflows

Configurable Field Service Workflows to Implement Your Business Processes

Automate Field Service Workflows with Smart Notifications

FieldEquip offers complete flexibility for field service providers to design and customize their unique business processes. Our field service management workflows are fully configurable, allowing users to enable or disable specific steps and set proactive notifications for different user groups at each step. Each user group sees clearly defined work queues based on the configured workflow and receives timely alerts for required actions.

FieldEquip’s workflow automation software allows:

  • Each work order and field ticket flows through the steps smoothly, including data capture in the field, necessary internal/customer approvals, and subsequent invoicing.
  • Apply different field service workflows to different lines of business or job types.
  • Workflows are fully supported by multi-channel notifications, including SMS/Text, email, and push notifications to mobile and web.

Enhance efficiency and improve the speed of field service with the best field service workflow process automation software.

Request A Demo

Field Service Workflow Automation Software: Key Features and Benefits

Automate field service workflows to boost efficiency, reduce manual tasks, improve accuracy, and deliver faster, smarter service across all field service operations.

Streamline Your Business Processes

  • Configurable workflows as per your business needs
  • Implement distinct processes for different business lines or departments
  • Built-in approval steps for streamlined customer approvals
  • Easily modify workflows as business needs change, with no coding required

Improve Communication with Smart Notifications

  • Set up SMS/email/push notifications at key workflow milestones (e.g., job dispatched, en route, completed)
  • Notify customers of estimated arrival time via text or other mobile notifications
  • Trigger alerts, escalations, or follow-ups based on job status or SLA violations
  • Customize messaging templates based on job type, location, or user role

Dynamic Forms Configuration

  • Integrate Job Safety Analysis (JSA) forms and safety checklists directly into workflows to enforce mandatory safety protocols before job execution
  • Configure safety sign-offs and supervisor approvals as part of the form workflow
  • Customise screens as per different workflows by controlling the display/mandatory fields

Enhanced Workflow Customization

  • Capture customer and technician signatures, along with before and after pictures for complete job documentation.
  • Send automated job completion notifications to keep customers and teams updated.
  • Configure custom fields to accommodate different workflow requirements, ensuring flexibility across job types.

Our Value Propositions

  • Easy-to-use configurable field service workflows allow field technicians and back office operations to see and work on relevant jobs
Field Service Workflow Management Software
  • Implement consistent processes across mobile, remote, and in-office workers
Setup Notifications for Configurable Workflows
  • Ensure smooth flow of jobs through the process to invoicing for faster cash flow
Field Service Invoicing Software
  • Streamlines customer-employee collaboration with real-time communication via smart notifications
Setup Notifications for Configurable Workflows
  • Configure data fields within workflows to capture job-specific information
Data Fields Configuration within Workflows
Field Service Workflow Management Software
Setup Notifications for Configurable Workflows
Field Service Invoicing Software
Setup Notifications for Configurable Workflows
Data Fields Configuration within Workflows

Automate your field operations with FieldEquip and deliver the best customer experience!

See FieldEquip in Action
Request A Demo

Learn more about
Configurable Workflows Management System

Technician Time Tracking in the Oil and Industrial Field Services

Maximizing ROI with Technician Time Tracking in the Oil and Industrial Field Services

Maximizing return on investment (ROI) is more important than ever. Operational costs and competition are increasing. Therefore, oil and industrial field service

Read More
Price Books Auto-selection

Removing Pricing Challenges in Field Service with Price Books Auto-selection

In field service businesses, pricing inconsistencies can lead to revenue loss, customer disputes, and operational inefficiencies. Without standardized or proper pricing, the

Read More
Streamline Processes

Service to Cash Cycle: How to Streamline Processes and Improve Cash Flow

Especially during challenging financial times, it can be easy for bottlenecks to disrupt your field service business’s cash flow. This puts additional

Read More

Request for Information

Try our contract management system for free
Don’t spend another minute struggling and losing money with an inefficient contract management system. Contact today to get a free demo of how ours works.
Address:
US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US
Phone:
+1 281-815-4314
Email:
contactus@bursys.com

Contact Us

Would you like to have a free demo or have any questions about FieldEquip?

ADDRESS:

US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US

PHONE:

+1 281-815-4314

EMAIL:

contactus@bursys.com