Workflow Management Software

The workflow builder that automates your process, your way.

Assign tasks, drive corrective action, and get insights to improve compliance with the most flexible workflow software in the industry.
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Enterprise Workflow Builder

Manage compliance and complexity.

Manage and track multiple processes, schedule and reassign tasks, send notifications, and trigger escalations based on form responses.
 

Custom Data Model

Build workflows with unique data objects and trigger actions in and out of other systems.

Task Management

Send and assign tasks to teams and ensure completion with real-time tracking and automatic task reassignment that both leaders and field users can initiate. 

Shareable Forms

Use QR codes to crowdsource the data you need from anyone, anywhere—no user license required.

Reporting

Get instant insights about the status of your process, tasks, and people and understand what’s open, in progress, and completed.

Automated workflows

Ensure excellence automatically.

Replace your spreadsheets with powerful mobile workflows that track critical compliance, safety, quality, and operational procedures to resolve issues on-the-spot.

Flexible and secure.

54

Languages In-App

SSO

Enabled

ISO 27001

Certified

Task Creation & Reassignment

Automatic task reassignment clears bottlenecks.

Create and assign tasks based on form results with custom statuses, due dates, and priority levels, then route issues with email alerts and workflows to ensure tasks are completed on time


You or your users can reassign work if someone is out sick, on the road, or needs help.

Business Logic & Scoring

Custom scoring triggers corrective action faster.

Use your own data model to understand what’s happening in every location, then score performance using configurable dashboards that track your KPIs and automatically trigger corrective and preventative workflows if an issue is detected.

Automatic Email Alerts

Email automation notifies the right teams every time.

Customize automated email alerts with subject lines, email content, and attachments unique to an individual or to a team’s role.

 

Get the right data to the right person at the right time—every time—and track progress and completion using custom-branded reports that pinpoint breakdowns and bottlenecks.

In-App Photo Capture & Markup

Integrated photo markup delivers real-time context.

Call out corrections on mobile using an intuitive photo markup tool built right into your forms. Record details and provide feedback, then export to PDF without extra steps or software.

Offline Mode

Offline mode ensures productivity at every point.

Never lose your data and keep teams moving in areas of low connectivity. Our offline app works on iOS, Android, and Windows, and data automatically syncs to your dashboard as soon as connection is restored.

In-App Photo Capture & Markup

Shareable PDFs prove value to stakeholders.

Automatically populate reports and dashboards with the latest data from the field, then send completed PDFs to clients and stakeholders with one click—or share custom reports at scheduled intervals.

Integrations

Standardize every system, seamlessly.

Bi-Directional Workflows

Connect with your service, work order, and ERP software to create enterprise-wide workflows that trigger events in and out of other applications and databases.

Open API

Use our open API to speed data flow into other systems of record, including data lakes for faster, better insights.

SSO & User Provisioning

Boost efficiency for users and ensure better security with SSO and user provisioning.

Tired of working around templates?
So are we.

Your workflows should work within your current process—not totally uproot it. Since 2001, our workflow builder has automated the most complex processes for the biggest teams in the world and produced insights that help them run better. As enterprise experts, we have proven templates for safety, quality, compliance, and operations processes, or we can customize solutions to meet your objectives. Schedule a strategy session to discuss which approach is best for your team.