Custom Workflow
Make Flex work how your business works!
In this comprehensive service, our experts will help identify and implement the ideal Flex workflow for your organization.
Improved team communication | Efficient management of jobs | Better user access control | A clear process chart
Customize the workflow actions shown to each security group
We provide an accurate and user-friendly chart - great for onboarding new staff!
Clever details in the chart indicate exactly what each actions does in Flex
Enhance team communication with clear hand-offs.
Unlock efficiency with bulk actions for large jobs.
The workflow chart is the central point of truth.
Features:
Full customization of your Flex workflow, based on your requirements
Start with Square Wave's enhanced workflow or build your own
Enhanced security groups allow fine-grained control of who can do what
Increase efficiency by managing large jobs with clever bulk actions
Approval loops ensure that Quotes or POs are reviewed before being sent out
Comprehensive workflow chart shows all statuses, actions, permissions, and notifications
Review in sandbox environment before deployment
Optional additions:
Complete job process mapping, including human processes and systems besides Flex
Job Oversight report to ensure that your team are keeping jobs in compliance with the workflow process