Workflow Automation
Field service workflow automation that runs inside your platform — not glued on with Zapier.
When this happens, do that — rules you define, running on your own data. Trigger on any record, set conditions in plain English, choose an action. Built for HVAC, plumbing, cleaning, pest control — every trade with work that repeats.
Trusted by field service businesses across every trade
— automations built around your real operation.
01 Field service workflow builder
When this happens, do that. Rules you set, not a black box.
Drag a trigger, add a condition, drop an action. Every workflow is a predictable path you can read top to bottom — trigger, check, delay, action. Describe it in the AI bar and it builds the steps for you, but the steps are still yours to see and edit.
Workflows
12
Active
9
Executions
1,284
Success rate
98%
When This Happens
Invoice — Status Changed → Unpaid
Delay
3 days
Check If
payment_status is unpaid
Do Something
Send WhatsApp · SMS fallback
AI Agent
Draft a polite, on-brand reminder
02 Automation template library
Start from a proven one. Then make it yours.
Late-invoice recovery, post-job review requests, on-the-way texts, no-show follow-ups — the workflows every shop ends up building. Open a template, swap in your wording, flip it on. Browse by category or search for the one you need.
Late Invoice Recovery
FeaturedChase unpaid invoices 3 days after due — WhatsApp, then SMS.
On-the-Way Text
Text the customer when a tech marks a visit in transit.
Post-Job Review Request
Ask for a review one day after the job is completed.
No-Show Follow-Up
Create a follow-up task when a visit is missed.
03 Automation run history
Every run, on the record. No guessing if it fired.
See total runs, success rate, and a line for every execution — what triggered it, which steps ran, how long it took. When something fails, you see exactly which step and why. Flip a workflow active or inactive with one toggle.
Total runs
18
Success rate
94%
Failed
1
Status Changed
INV-2094
Record Created
Job #5521
Status Changed
INV-2088
Field Changed
Job #5519
04 Automation capabilities
Triggers, logic, actions — and AI when you want it.
The four building blocks of every workflow. A rule is deterministic by design; an AI Agent is just one action you can drop in when a step needs to write or reason.
Or any custom object you've built
Triggers
- ·Record created, updated, or deleted
- ·Status or stage changed
- ·A specific field value changes
- ·Fires on any object — including your custom objects
- ·Time-based recurring schedule
- ·Filter to the exact records that qualify
Then branch · otherwise stop
Conditions & logic
- ·Plain-English checks — "if total is greater than $500"
- ·Equals, contains, before, after, is empty
- ·Branch on the outcome of a check
- ·Wait a set delay before the next step
- ·Stack multiple conditions in one rule
45+ actions in the library
45+ actions
- ·Send SMS, WhatsApp, or email
- ·Create invoice, estimate, todo, or any record
- ·Assign a technician · update job status
- ·Change a stage · update a field
- ·Sync to QuickBooks
One step in a fixed sequence
AI as one action
- ·Drop an "AI Agent" step into any workflow
- ·It drafts the message or reasons over your data
- ·The workflow around it stays deterministic
- ·Pick the model · set how focused it is
- ·Full AI agents live on their own page
05 Native vs. bolt-on automation
Field service automation that doesn't live on duct tape.
01
Native — so it doesn't break on a Sunday.
Zapier and the other glue tools live outside your data. When an integration drifts or a webhook times out, your follow-ups silently stop. FieldCamp automation runs on the same records as your jobs and invoices — nothing to wire up, nothing to babysit.
02
Predictable by design — you can read every step.
A workflow is a rule you wrote: trigger, condition, delay, action. It does the same thing every time. That's the point — it's not an AI deciding on its own. When you do want reasoning, you add an AI Agent as one explicit action and the rest of the path stays fixed.
03
Fires on anything — including your custom objects.
Triggers aren’t limited to jobs and invoices. Built a Chemical, a Bait Station, a Compliance Form? A workflow can watch it the same way — created, updated, status changed — and act on it.
06 Field service software platform
Workflows are one piece. The rest fits the same way.
Every feature is configured around your business — and connected to the same data your workflows run on. Take the whole platform, or just the part you need.
07 Workflow automation software — FAQ
Workflow automation software — questions, answered.
What is field service workflow automation?
Field service workflow automation is software that runs if-this-then-that rules across your operations: when a record changes, the system checks conditions and runs actions automatically — no manual steps. In FieldCamp, a workflow is a rule you define (trigger → condition → delay → action). Common examples are sending an on-the-way text when a visit starts, requesting a review after a job is completed, or chasing an unpaid invoice three days after it’s due.
How is this different from AI Agents?
A workflow is deterministic — it does exactly what you defined, the same way every time, and you can read every step. An AI Agent reasons and decides on its own. They work together: one of the 45+ actions you can drop into a workflow is ‘run an AI Agent’ (for example, to draft a tailored message), but the workflow around it stays a fixed, predictable path. Fully autonomous agents have their own page.
Do I need Zapier or Make to automate FieldCamp?
No. Workflow automation is built into FieldCamp and runs on your own data, so there’s nothing to wire up through a third-party tool like Zapier, Make, or n8n. That also means no broken webhooks or silent Sunday-night outages when an external integration drifts — your follow-ups keep firing.
What can trigger a workflow?
A record being created, updated, or deleted; a status or stage change; a specific field value changing; or a time-based recurring schedule. Triggers work on any object — jobs, clients, visits, invoices, estimates, requests, tasks — and on the custom objects you build yourself, like a Chemical, Bait Station, or Compliance Form.
What actions can a workflow run?
More than 45, grouped into communication (send SMS, WhatsApp, or email), records ( create an invoice, estimate, todo, or any record; update a field), dispatch (assign a technician), status (update job status, change a stage), integration (sync to QuickBooks), and AI (run an AI Agent step). You can also add delays so an action fires hours or days later.
Can I see whether a workflow actually ran?
Yes. Every workflow has an execution log showing total runs, success rate, and a line for each run — what triggered it, which steps succeeded or failed, and how long it took. If a step fails you can see exactly which one and why, and you can turn any workflow active or inactive with a single toggle.
Which trades use FieldCamp workflow automation?
HVAC, plumbing, cleaning, pest control, electrical, landscaping, solar installation, property management, and more. Any field service business with repeatable steps — reminders, follow-ups, invoicing, compliance checks — can automate them in one place.
Want the busywork running itself?
Book a fifteen-minute call. We’ll find the steps you repeat every day and build the first workflows with you — triggers, conditions, actions, all of it.
No demo deck. Just your business and ours.