Platform
Workflow Automation
Approvals route, PMs release and overdue work escalates automatically, using native Salesforce automation with no custom code.
Comes with Salesforce
- Configurable approval processes
- Salesforce Flow
- Email alerts
- Scheduled automation
What AssetOptics Adds
- PM scheduling by calendar, meter, or both, with PM groups that suppress overlapping cycles
- Purchase orders raised automatically when stock falls below its minimum level
- Escalation for overdue work orders and stalled approvals
Key Capabilities
Approval Processes
Multi-step approval workflows for work requests and purchase requisitions. A centralized Approval Requests tab puts every pending approval in one place, so approvers aren't digging through email.
Automated PM Scheduling
Calendar-based and meter-based preventive maintenance schedules generate work orders automatically. PM Groups suppress overlapping cycles, so each PM runs at its own interval without duplicates.
Dispatch Console
Visual drag-and-drop scheduling for assigning work to crews and technicians. See all schedules simultaneously, factor in time zones and time-off, and balance the workload.
Notifications & Alerts
Automated email notifications for work order assignments, status changes, approval requests, and overdue tasks. Keep your team informed without manual follow-up.
Escalation Rules
Automatically escalate overdue work orders and stalled approvals. Rules you define decide when it escalates and to whom.
Salesforce Flow Integration
Extend automation with Salesforce Flow for complex multi-step processes. Trigger field updates, create records, send notifications, and call external systems, all configurable.
How Automation Connects Your Processes
Automation runs through every module: requests, work orders, purchasing and PMs.
Work Request Submitted
A request comes in via email, portal, or direct entry. Routing rules send it to the right approver based on criteria you define.
Approval & Scheduling
The request is approved, a work order is created, and tasks are scheduled on the dispatch console, all triggered automatically.
Notifications & Escalation
Assigned technicians are notified. If the work order stalls, escalation rules ensure it gets attention before SLAs are breached.
Completion & Follow-Up
On work order closure, inventory is updated, costs roll up, and any follow-up actions, like scheduling a reinspection, trigger automatically.
Business Value
"The built-in automations were particularly helpful to auto-assign users to tasks and link smaller work orders to parent work orders with a visual display that logically shows the hierarchy."
Community Operations Manager
See Workflow Automation in Action
Try AssetOptics free with demo data. No commitment required.