Reusable workflow plans
Start from a saved workflow, choose participants, and organize tasks into clear stages.
Workflows
Manage every step of customer work in one place.
Plan multi-step customer work, assign staff responsibilities, collect files and signatures, and follow every update from one shared timeline.
What you can do
Workflows features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Customer and staff tasks
Combine customer claims, guided photos, e-sign packets, staff preparation, and review steps.
Progress in one place
Track messages, files, task status, reminders, activity, and final signoff from the workflow record.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Choose the work
Select a saved workflow or build the plan for this request.
- 02
Add people and tasks
Confirm participants, delivery channels, stages, and responsible staff.
- 03
Start and monitor
Send the workflow, follow progress, and complete review and signoff.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.