Workflow Builder

Extensible Field Service Workflow Process Automation and Orchestration

With so many disconnected, time-consuming field service processes to manage and maintain, many field service organizations experience significantly hindered productivity, suffer a terrible loss of operational efficiency and watch as costs increase with every work order. What if you could vastly increase the efficiency of your field service workforce by automating field service processes and orchestrating across your disparate back-office systems?

Unique and proprietary to Field Squared, the backbone of our field service management process automation platform is an extensible, intuitive Workflow Builder. The powerful Workflow Builder enables event-driven field service business process automation and orchestration in an easy to use drag-and-drop interface. From quickly implementing field service data integrations to updating and orchestrating across multiple back-office systems in response to changes in the field, the possibilities are near endless. All this, and no coding required.


Key Benefits & Features

Work Order Form Automation Icon Automate workflows in an intuitive drag-and-drop environment, no coding required Field Service Integrations Icon Instantly integrate and orchestrate across your back-office systems
Increase Efficiency Icon Realize field workforce efficiency gains by automating routine, mundane tasks Reduce Field Operational Costs Icon Reduce operational costs through streamlined field service processes

Field Service Workflow Process Automation in a Simple, Yet Powerful Drag-and-Drop Environment

Field Squared Workflow Builder is so simple to use you wouldn’t know that an entire code-base is behind the scenes, powering your field service processes. With a simple drag-and-drop interface, you can automate, integrate and orchestrate any field service process.

  • Track, chart and report on mileage driven
  • Automate routine, manual field service operations processes
  • Ensure technician’s certifications are up-to-date via automated notifications
  • Set up automated emails to your field workers with their weekly schedule
  • Ensure 100% work order completion with quality control automation
  • Notify field workers of work order assignments from corporate dispatch
  • Automatically send customer invoices once a work order has been completed

Instantly Integrate and Orchestrate Updates from the Field Across Back-Office Systems

We know field service organizations have multiple, disparate back-office systems to manage. The Field Squared Workflow Builder integrates with a near-endless list of third-party solutions and systems, allowing you to automate the orchestration of single- and bi-directional updates from the field.

  • Average number of exceptions across inspections
  • Automatically sync timecard information to HR/payroll system
  • Conduct deeper field performance analysis across your third-party AI/analytics tools
  • Seamless integration with your CRM
  • Two-way sync your forms and data with SQL Server and Oracle

Learn more about Field Squared integrations.


Resources

 

field squared platform overview datasheet
 

PRODUCT DATASHEET

Field Squared Platform Overview Datasheet
Learn about the Field Squared Field Service Management Process Automation Platform.

 

sea tow case study
 

CASE STUDY

Sea Tow Services
Read how Sea Tow effectively eliminated 95%+ of paperwork by leveraging the power of Field Squared.

 

elements fsm platform guide
 

EBOOK/GUIDE

8 Elements You Need in a Field Service Management Platform
Download our guide to learn how to achieve digital transformation.

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