Reusable workflow plans
Start from a saved workflow, choose participants, and organize tasks into clear stages.
Workflows
Connect customer requests with the team’s next steps.
Coordinate customer and staff tasks in a shared timeline. Assign responsibilities, collect files and signatures, and follow each stage through completion.
What you can do
Workflows features at a glance
Work across available tools and connected services with access based on your role.
Customer and staff tasks
Connect customer claims, guided photos, and e-sign packets with staff preparation and review steps.
Every step in view
Track messages, files, task status, reminders, activity, and final signoff from the workflow record.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Choose the work
Select a saved workflow or build the plan for this request.
- 02
Add people and tasks
Confirm participants, delivery channels, stages, and responsible staff.
- 03
Start and monitor
Send the workflow, follow progress, and complete review and signoff.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.