[PU-016] Workflow
# [PU-016] Workflow
What is it?
Too many manual steps between job stages that should happen automatically. The Workflow Power-Up lets you build custom workflows that guide work orders through your business process — from assignment to completion — with automatic status changes, notifications, and approvals. Define how work should flow, and Out-Smart makes it happen.
How it Helps Your Business
- Field Techs: Follow a clear, step-by-step process on their mobile device so they never skip an important step or wonder what to do next.
- Office Staff: Work orders move through stages automatically — no more manually updating statuses or sending reminder emails.
- Managers: Enforce consistent processes across the entire team and ensure quality standards are met on every job.
- Customers: Experience a smoother, more predictable service because every job follows the same proven process.
Essential Details
Key Capabilities
- Visual workflow builder to design your business processes
- Automatic status transitions that move work orders forward without manual intervention
- Notification triggers that alert the right people at the right time
- Approval steps to ensure quality checks happen before work progresses
- Custom business rules that match your unique way of working
Getting Started
To enable Workflow, go to Settings → Marketplace in your Out-Smart back office. Find the Workflow Power-Up and click Activate. Once enabled, you can start building workflows from the settings area. Define your stages, set up transitions, and assign notification rules. No other Power-Ups are required, but it pairs well with Unlimited Automations for more complex processes.
Related Features
- [Unlimited Automations](unlimited-automations.md) — Add even more automation rules to complement your workflows
- [Tasks](tasks.md) — Automatically create tasks at specific workflow stages
- [Mail to Work Orders](mail-to-work-orders.md) — Feed newly created work orders directly into your workflow