Common Workflow Use Cases

Workflows are powerful tools used across various service scenarios to ensure quality, safety, and revenue capture. The below table summarizes common workflow use cases, their scenarios, how the workflow is used, and the benefits:

Use Case	Scenario	Workflow Use	Benefits
Safety Checklist Compliance	Ensuring mobile workers follow mandatory safety procedures on-site.	Mobile workers complete a step-by-step safety checklist on a mobile device before starting work. The app alerts the mobile worker or blocks progress if a mandatory step is incomplete.	Reduces workplace accidents, ensures regulatory compliance, and provides auditable safety records.
Predictive repairs to mitigate future work	Identifying potential issues before they become major problems.	Mobile workers are prompted to inspect specific components based on historical data or predictive maintenance algorithms. The workflow may then suggest preventive actions or replacements during the current visit.	Reduces repeat service visits, minimizes downtime, and increases customer satisfaction.
Opportunity to upsell or cross-sell	Capturing revenue opportunities during a service visit.	Mobile workers are prompted to ask a few targeted questions to uncover additional customer needs. Responses are automatically recorded and shared with the sales team for follow-up.	Enhances revenue opportunities and strengthens customer relationships and ensures a consistent approach across the workforce.
Hybrid workforce enablement	Ensuring consistent service delivery across full-time, part-time, and contract mobile workers.	Mobile workers follow standardized workflow steps to complete tasks and capture required data. Managers can monitor real-time progress and ensure compliance across all worker types.	Maintains consistent service quality, accountability, and efficiency across a hybrid workforce. Mobile workers whether they are full-time, part-time, contractors will follow step-by-step workflows as they progress through an activity, ensuring they capture required inputs (forms, safety checks, approvals). For repeat or mass activities such as, routine maintenance, inspections, workflow templates ensure that each occurrence is handled identically. For activities broken into segments such as, multi-leg service calls, the same workflow is inherited across all segments, so consistency is maintained. For more information, see Overview of Workflows.