Service Workflow and Workflow Automation

Don't you wish you could anticipate when clients needed service workflow attention? Stop worrying and start receiving work flow automation notification when block time balances are too low, managed service contract renewals are due, service tickets are in violation of the SLA, warranties are expiring, subscriptions renewals are due, and tickets are closed with no time on them. Stop hiring people to constantly review and report your service workflow. We do all that for you. Use the ConnectWise Workflow Automation Engine to define your business rules. Set it and forget it.

You get to define the actions and trigger points to customize the workflow automation engine to enforce your business rules. We’ll show you the best practice business rules in our ConnectWise Partner Continuing Education Series..

Service Workflow Feature List

  • Unlimited number of workflow rules
  • Monitors service tickets
  • Monitors SLA compliance
  • Monitors Agreement balances
  • Monitors subscription renewals
  • Monitors warranty expirations
  • Monitors contract renewals
  • Multiple notification options
  • Activity creation and assignment
  • Email Notifications

Contact us today for more information on how Connectwise workflow automation engine can help you better manage service workflow without having to hire people to constantly review and report on it!