The manual steps between one status and the next are where jobs get forgotten.
A job moves to "awaiting parts," and someone has to remember to check back in three days. A job closes, and someone has to remember to notify billing. Every one of these steps is small, and every one of them is a place a job can silently stall if the person who was supposed to remember is out sick or just busy.
SolarProjeX's workflow automation removes the memory requirement. Build automations on a visual, drag-and-drop canvas with no code: when a job hits a defined status, the platform fires the next step on its own — assign a tech, send a notification, update a field, or escalate to a manager if nothing happens in time.
What it does, point by point
- Drag-and-drop automation canvas, no code required
- Triggers on job status changes
- Actions: assign, notify, update fields, escalate
- Removes manual follow-up steps that are easy to forget
- Runs the same way every time, regardless of who's out that day