Workflow automation
for Building services.
Keep recurring visits and records aligned.
Accounts can differ in frequency, site access, crew assignment, and billing. Map those rules at the account level instead of relying on a shared calendar alone.
Start with work you recognize.
Recurring visits
Keep the frequency and site access instructions with the account.
Crew changes
Assign coverage decisions and client notifications.
Billing handoff
Separate completion confirmation from billing approval.
Completed visit to billing handoff.
An example to work through with your team.
A crew submits a completed visit record.
Match the record to the correct account and scheduled visit.
Check required completion details and any reported issue.
Send the approved record to the appropriate billing path.
Is the visit complete and cleared for billing?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleHold the billing handoff and assign the missing record or service issue to the account manager.
- Accountable owner
- Account manager
- Useful outcome
- A supported billing record or an owned service exception.
Get the rules clear.
- Which accounts need a purchase order or approval?
- How do missed visits differ from completed visits?
- Who confirms a substitute crew’s access instructions?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.