Intuitive Flow Engine®
FieldHub's Flow Engine® provides a user-friendly, drag-and-drop interface for managing your processes. Each action in a Flow is represented by a card that can be easily moved to the next permitted stage, ensuring that your team follows the correct steps and procedures every time.
Customizable Process Flows
Whether you choose to use one of FieldHub's pre-built Process Flow Templates or create your own custom process, our platform provides the flexibility to design Flows that target various data types, including Accounts, Proposals, Work Orders, and Invoices. This adaptability ensures that your processes align with your unique business needs and goals.
Detailed Step Definition
With FieldHub, you can define the specific steps or phases of your process, utilize color indicators for visual clarity, set acceptable time frames for actions, designate default assignees, and outline available next steps. This granular control ensures that your team has clear guidance and accountability throughout the entire process.
Optional or Required Checklists
At each phase of a Flow, you can set up optional or required checklists to ensure that specific actions are recorded or information is gathered. This feature helps maintain consistency and completeness, reducing the risk of errors or omissions as your team progresses through the process.
Comprehensive Flow History and Activity Tracking
FieldHub provides easy access to the history of any Flow, allowing you to see when it was created and who performed what actions at each stage. This comprehensive activity tracking promotes transparency, accountability, and continuous improvement, enabling you to identify bottlenecks and optimize your processes over time.
Automated Notifications and Reminders
FieldHub's Process and Workflow Management feature includes automated email or API-based notifications to keep your team informed and on track. When a Flow is assigned to a team member or a next action date deadline approaches, FieldHub automatically sends notifications to the relevant parties, ensuring that nothing falls through the cracks and that your processes run smoothly.
