WORKFLOW BUILDER
Digitize your field operations with our workflow builder
With FieldPro’s no-code Workflow Builder, create automated, multi-step processes that align your field team with business goals, using tools like Activity Builder and Automated Jobs.
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Key features of the workflow builder
Form builder for seamless data collection
The Form Builder enables you to create fully configurable forms for data collection on the field, allowing your field agents to capture any type of data ie price audits, directly from their mobile devices.
These forms can be tailored to your specific business needs, with automated calculations and conditions that streamline data entry and processing.
With FieldPro, field workers can submit detailed reports sharable in PDF format, ensuring that essential information is easily accessible and shareable.
Notifications for real-time team coordination
Keep everyone on track with notifications that inform field agents, managers, and other stakeholders about key workflow events.
Whether it’s an update on a job, a task completion, or a customer action, automated notifications ensure timely communication across your team.
Integrations for seamless connectivity
FieldPro’s integrations enable you to connect your workflows to other systems ie through webhooks, APIs and triggers.
This seamless integration ensures that data flows smoothly between different platforms, enabling your team to automate tasks without switching between applications.
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Predefined workspace templates for standardized workflows
Use predefined workspace templates to quickly leverage predefined workflows tailored to your business processes.
These templates are easy to implement and fast to deploy, allowing you to standardize operations and adopt best practices across your team with minimal setup.
Delivery tracking with geo-validation
Track every delivery with precision
Features like geo check-ins, timestamps, customer e-signatures, and photo evidence provide transparency and accountability
Route optimization, partial delivery options, and driver availability tracking add flexibility and efficiency to the delivery process.
Performance dashboards for actionable insights
Monitor order and delivery performance in real time with user friendly dashboards
Track KPIs such as delivery timelines, driver efficiency, and sales trends to identify areas for improvement and optimize operations.
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Transformation tools for flexible data processing
Leverage transformation tools to process and format data as it moves through your workflow.
Whether it’s converting data types, aggregating results, or reformatting reports, FieldPro provides flexible transformation options that suit your specific needs.
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Benefits of Workflow Automation
Free up time for impactful work
FieldPro's Workflow Builder eliminates repetitive tasks, freeing your team to focus on high value work like customer engagement and strategic decisions
Consistency and accuracy at every step
FieldPro automates workflows to ensure consistent execution, eliminate data entry mistakes, and improve data reliability for better reporting and compliance
Seamless communication and alignment
FieldPro sends instant notifications and updates through seamless integrations, keeping your team in sync and operations running smoothly
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How it works: a simple, efficient workflow automation process
Use Workspace Templates to speed up setup and ensure consistency across your field operations
Create your workflow using the Workflow Builder, setting up each step to match your operational needs.
Automate tasks using Automated Jobs and integrate with other systems through webhooks to ensure smooth data flow.
Track task progress in real-time and make adjustments as needed to keep operations on track.
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SOLUTIONS
Who benefits from the Workflow Builder feature?
For managers: simplified oversight and operational control
FieldPro’s Workflow Builder gives managers the tools they need to automate processes and enhance team efficiency. They can:
Reduce reporting times by automating routine reporting tasks, cutting the time spent on manual data entry significantly
Improve task compliance: ensure workflows are consistently followed, enabling teams to meet deadlines and maintain high accuracy
Standardize operations: create and deploy workflows across regions to ensure all teams work in alignment with company objectives.
For field workers: clear workflows and reduced manual effort
Field workers benefit from the Workflow Builder by having structured and easy-to-follow processes at their fingertips. They can:
Automate repetitive tasks: focus on high-value activities while the app takes care of routine tasks like data collection and reporting.
Stay on top of assigned activities with clear steps and automated updates.
Ensure compliance: follow workflows designed to meet company standards, ensuring consistency and accountability.
Ready to Automate your field operations?
Book a demo today to see how FieldPro’s Workflow Builder can improve efficiency, reduce errors, and streamline your field operations. Or book a demo to learn more about how our platform can optimize your business processes.
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Field team management
Follow in real time your field team activities with our easy to use and offline mobile application. Make them more productive and autonomous.
Order app
Streamline the entire order process, from recording pre-sales activities to managing approvals and, tracking deliveries. Ensures accuracy, agility, and customer satisfaction.
Real time dashboard
Get the best Field Sales Software with feature-rich, real time dashboards. See sales performance and data metrics at a glance, no need for endless spreadsheets.
