Visual workflow automation
Build automations on a drag-and-drop canvas — no code required. A job hits a status, SolarProjeX fires the next step automatically: assign a tech, send a notification, update a field, escalate to a manager.
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.
How it works
Build the automation by connecting steps on a canvas — no code, no developer needed.
A job hitting a defined status is what starts the automation.
Fire off the next step automatically instead of relying on someone to remember it.
If nothing happens in the expected window, escalate to a manager instead of letting the job go silent.
No — it's a drag-and-drop canvas, no code required.
A job hitting a defined status is the standard trigger, which then fires actions like assignment, notification, field updates, or escalation.
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