Workflow automation is a broad subject, where do you start? Our Getting Started series will bring you up to speed on basic workflow concepts and definitions, then give you an overview of popular workflow automation tools. With an understanding of the basics you’ll be able to dive into SLG’s real-world examples for home service companies, including improving and streamlining the customer experience, communications, marketing, employee training and more.
What Is Workflow Automation?
Workflow automation enables companies to save time and reduce workloads by organizing a series of tasks that are often performed manually and automating them to minimize the amount of manual input and time needed to complete a project. Workflow examples for service companies include:
Service Company Automation
Think about all of the individual apps, files and messages you interact with every day. There are field service management apps, emails, text messages, spreadsheets, contracts, web forms, PDFs, social media messages and on and on. Now multiply these interactions by the number of employees in your company. For many service companies, these interactions can […]
Workflow Automation Tools
Automation Software Categories By Tim Atkinson | December 18, 2022 There are many software tools that can be used for workflow automation, and the best option for your organization will depend on your specific needs and requirements, as well as the software you're already using. Here are a few categories of software that can be [...]