Capture completion
The crew marks the job complete and attaches its notes and photos to the job record.
SOLUTIONS / WORKFLOW AUTOMATION
Workflow Automation
Move requests, records, and approvals between the people and systems that need them. DNAction maps the handoff, connects the tools involved, and gives your team a clear place to handle exceptions.
- Capture the triggerA request arrives, a status changes, or a record is ready.
- Apply your rulesCheck what’s required and route the work to the right place.
- Track the outcomeRecord what happened and surface anything that needs a person.
WHERE AUTOMATION HELPS
Start with the handoff that keeps slowing you down.
If someone has to rekey the same details, check three places for a status, or chase the next approver, there’s a workflow worth mapping. We identify what can move automatically and which decisions should stay with your team.
Good workflows to start with
- Intake and assignment. Capture a request once and assign it by location, service, or owner.
- Approvals and exceptions. Send a review to the right person and keep the reason for each decision.
- Field-to-office handoffs. Send completed work, notes, and photos to the office for review or billing preparation.
- Updates between systems. Pass approved records between the tools that need them and flag failures for follow-up.
ILLUSTRATIVE WORKFLOW / FIELD SERVICE
From completed job to billing review.
A field crew closes a job on a phone. The office gets the details it needs, and a person approves what’s ready to bill.
Check required details
The workflow checks for a job ID, service date, and required evidence. Missing details go back to the assigned crew lead with a clear reason.
Queue billing review
Complete records create one review task per job. If the same completion arrives twice, the original task stays in place.
Record the decision
The reviewer approves the handoff or sends it back with a note. The job record shows the outcome and who made the decision.
DESIGN, BUILD & HANDOFF
Build one workflow your team can run and review.
We scope the first release around one trigger, the systems it touches, and the outcome you expect. The tools and access available determine whether the right approach is a built-in automation, an integration, or a small custom application.
See how we work ↗What we define with you
- A workflow map with triggers, decisions, owners, and the systems involved.
- Rules for incomplete information, duplicate events, and failed updates.
- Acceptance checks for both the normal path and exceptions.
- A handoff that explains monitoring, access, and who handles issues after launch.