Build the follow-up once, it fires every single time
Workflow Automations is an event-driven canvas: triggers like 'Appointment Created,' 'Status → Done' or 'Payment Failed' fire texts, notifications and task assignments automatically, so consistency doesn't depend on someone remembering.
- Trigger on real events: job status, payment, time since last visit
- Actions fire texts, emails, tasks or internal alerts
- Build once in the canvas, runs unattended after that
Consistency depends entirely on someone remembering
The appointment reminder, the overdue-invoice nudge, the internal alert when a job stalls — every one of these only happens if a person remembers to do it manually, every time.
Start from the events already happening in your business
Pick a trigger — appointment created, status changed, invoice overdue, estimate viewed — and the automation watches for it across every job, every customer, without anyone checking manually.
- Triggers cover jobs, invoices, estimates and customer activity
- Conditions narrow a trigger to exactly the cases you want
- Multiple automations can run off the same event
Automations do the work, not just send a notification
An automation can text the customer, email the office, assign a follow-up task, move a job to a different stage, or all four at once — the same actions a person would take, done the same way every time.
- Send SMS or email to customers automatically
- Assign internal tasks and alerts to the right person
- Move jobs between pipeline stages based on conditions
What you get out of the box
Live in an afternoon, not a quarter
Pick a trigger
Choose the event that should start the automation — job status, payment, time elapsed.
Add conditions
Narrow it to the exact cases that should qualify, so it doesn't fire too broadly.
Set the actions
Choose what happens: a message, a task, an alert, or a stage move.
Turn it on
The automation runs on every matching event from then on, with no manual trigger needed.
Built for the people doing the work
Part of the same platform, not a bolt-on
Workflow Automations shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Workflow automations are included in the platform; the number of active automations available scales with your plan.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyStop doing the same follow-up by hand every time
Build the workflow once and let it run consistently on every job, every customer, every time.