Workflow automation
Rules that do the follow-up for you.
The office forgets. A rule does not. Set the handoffs once and let the record move itself.
A rule fires on events FL Permit Pay records. It cannot make a supplier answer or a customer sign.
How the work moves
The handoffs your office repeats every week.
Each rule connects two things that already exist in the record, so nothing has to be re-entered between them.
- Step 1
Measurement to proposal draft
A completed takeoff can open a priced proposal draft instead of sitting in someone's inbox.
- Step 2
Supplier answers, office knows
When a supplier responds to a purchase order, a rule can tag the job and notify the office against that same order.
- Step 3
Receiving exception to a person
A short or damaged delivery notifies someone who can act on it, and the run lands in the log.
- Step 4
A run log you can audit
Rules record their runs, so a wrong outcome can be traced to the rule that caused it.
Next step
Stop paying someone to remember the handoff.
Set the rule once and let the record carry itself to the next step.
Every rule keeps a run log, so you can see exactly what fired and why.