Automatically follow up on quotes, send deposit requests, and chase unpaid invoices.
Fewer Mistakes, Smoother Jobs
Reduce human error and double-handling. With workflows doing the heavy lifting, nothing gets missed and jobs run like clockwork.
Save Time Every Day
Every click you eliminate is time back in your pocket. Workflows streamline tasks that take up a lot of time.
Custom Built for Your Ops
No coding needed. Set triggers, conditions, and actions that match your processes - so the system works the way your team already does.
How WorkFlows Work
Step 1. Set The Trigger
The trigger is the event that starts the workflow. It could be a quote being approved, an invoice going overdue, or stock falling below a set level.
Once triggered, the workflow checks the conditions before taking action.
Step 2. Set The Conditions
Conditions are the rules that make sure the workflow only runs when it should.
For example, only proceed if the quote is over $5,000, the invoice is more than 14 days overdue, or stock levels drop below 10 units.
Step 3. Take an Action
The action is what the system does when the trigger and conditions are met. That might be creating a job, sending a reminder, raising a purchase order, or notifying your team.
Actions turn the event into a real, automated outcome that keeps work moving without manual effort.
See How Life is Easier with WorkFlows
Quoting
WITH WORKFLOWS
Life without WorkFlows
You’re chasing quotes one by one, forgetting some, and losing easy wins.
You’re making each deposit invoice by hand, slowing down the whole process.
You’re checking and closing expired quotes yourself, wasting time and messing up reports.
Life with WorkFlows
Automatically following up on every quote, right on time, without lifting a finger.
Sending deposit invoices the moment a quote is accepted, keeping cashflow moving.
Closing off expired quotes automatically, keeping your pipeline clean and reports accurate.
Invoicing
WITH WORKFLOWS
Life without WorkFlows
You’re waiting for someone to remember to raise invoices when jobs are done, leading to delays and missed billing.
You’re chasing overdue invoices manually, adding extra admin time and slowing down payments.
You’re tracking deposits and progress claims in spreadsheets, risking errors and cashflow gaps.
Life with WorkFlows
You’re automatically prompted to raise invoices the moment a job hits the right status, so nothing gets missed.
You’re sending automated reminders for overdue invoices, keeping payments on track.
You’re generating deposit and progress invoices instantly, keeping cash coming in without manual tracking.
Stock Control
WITH WORKFLOWS
Life without WorkFlows
You’re checking stock levels by hand, only finding shortages when it’s too late.
You’re discovering slow-moving stock months after it’s been tying up cash.
You’re reacting to stockouts with urgent (and expensive) last-minute orders.
Life with WorkFlows
You’re automatically alerted when stock drops below par, so reorders happen on time.
You’re notified when items sit idle too long, letting you clear or repurpose them.
You’re warned as soon as stock runs out, avoiding delays and keeping jobs moving.
Purchasing
WITH WORKFLOWS
Life without WorkFlows
You’re raising POs without real-time budget checks, finding overspends too late.
You’re relying on manual approvals, causing delays or breaching DOA rules.
You’re missing early warnings when materials for a job aren’t ordered on time.
Life with WorkFlows
You’re instantly flagged when a PO exceeds budget or your DOA limit.
You’re auto-notifying the right approver and pausing PO processing until approved.
You’re automatically alerted to order materials in time, avoiding job delays.
Timesheets Automation
WITH WORKFLOWS
Life without WorkFlows
You’re only finding out tasks are over budget after the job is finished.
You’re chasing staff for missing timesheets, eating up admin time.
You’re discovering cost blowouts too late to do anything about them.
Life with WorkFlows
You’re instantly notified when a timesheet pushes a task over budget, so you can act straight away.
You’re automatically reminding staff to submit timesheets on time.
You’re getting real-time alerts on labour costs, letting you fix issues before they cost you.
Forecast vs Actuals
WITH WORKFLOWS
Life without WorkFlows
You’re only checking job performance at the end, when it’s too late to fix issues.
You’re manually digging through reports to spot cost blowouts.
You’re missing the chance to adjust resourcing mid-project.
Life with WorkFlows
You’re automatically alerted when labour or material costs go over budget mid-job.
You’re getting daily or weekly variance updates without running reports.
You’re able to take action mid-project to protect your margin.
Projects & Scheduling
WITH WORKFLOWS
Life without WorkFlows
You’re updating project statuses manually and relying on memory to tell the right people.
You’re juggling schedules in spreadsheets, risking clashes or gaps.
You’re finding out too late when projects are stalled or waiting on input.
Life with WorkFlows
You’re automatically sending updates to teams and clients the moment a project status changes.
You’re instantly allocating resources and adding tasks to the schedule when jobs are ready.
You’re alerted when projects sit idle, so you can step in before delays grow.
Start automating your work today
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