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OLIVER › WORKFLOWS — JOB WORKFLOW AUTOMATION FOR SMALL SERVICE BUSINESS

OLIVER FEATURE

Workflows

A defined 9-step job lifecycle that automates every notification, status update, and handoff — from first inquiry to paid invoice.

OLIVER’s Workflows engine manages the complete job lifecycle for any field service business — automating every state transition, customer notification, crew alert, and platform event from inquiry through to confirmed payment. Every job follows the same defined path. Every step fires the right action automatically. Your team stops managing the process and starts delivering the work.
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OLIVER

Workflows

OLIVER FEATURE

Everything included in OLIVER Workflows for small service businesses.

Every job state transition — inquiry, quoted, scheduled, dispatched, in-progress, completed, invoiced, paid — triggers the right automated action across your customer portal, employee portal, SPARK CRM, and ARGUS automation engine.

✓

9-state job lifecycle state machine

✓

Automated notifications at every transition

✓

Appointment reminders + on-my-way alerts

✓

Recurring job scheduling (Pro+)

✓

Route optimization and territory rules (Business+)

✓

Full audit trail on every job

KEY BENEFITS

Why Workflows changes how you work.

Every Step Automated

Job confirmed → reminder sent → crew dispatched → customer notified → proof submitted → invoice sent → payment confirmed. All automatic.

Nothing Falls Through

Every job state transition is logged. Every notification is tracked. Nothing is left in limbo or dependent on someone remembering.

Appointment Reminders

24-hour reminder and on-my-way alert sent automatically. Reduces no-shows and customer confusion.

Recurring Jobs (Pro+)

Schedule weekly, bi-weekly, or monthly recurring jobs. Stripe subscription handles the billing automatically.

Dispatch Board (Business+)

Operations command center — assign crews, route jobs, track status across all active jobs in real time.

Audit Trail

Every job status change is recorded with a timestamp and actor. Full history for every job, always.

RELATED FEATURES

More from OLIVER.

Customer Portals

A branded self-service portal your customers actually want to use.
Explore Customer Portals →

Employee Portals

Your crew in the field, connected to the office in real time.
Explore Employee Portals →

Payments & Invoicing

Professional invoices, Stripe payments, and zero chasing.
Explore Payments & Invoicing →

Ready to run your field service operation without managing every step manually?

OLIVER Workflows are included in every OLIVER plan. A fully automated 9-step job lifecycle from day one — no configuration required to start. Starting at $39/month.