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Automate Your Business Workflows

Use prebuilt templates or design your own automated workflows with our drag-and-drop builder.

Dusk FSM’s Workflow Automation module helps you streamline repetitive processes like job approvals, quote requests, invoicing, and notifications. Whether you're starting with prebuilt recipes or building custom workflows using our drag-and-drop builder, you can create powerful automations that scale with your team — no coding needed.

🔁 Prebuilt Recipes

Start fast with ready-made workflows for approvals, field submissions, and alerts.

🧩 Drag-and-Drop Builder

Customize workflows step-by-step with conditions, triggers, and actions — visually.

🔗 Connected Systems

Integrate with forms, jobs, approvals, HubSpot, QuickBooks, and more.

See Workflow Automation in Action

Watch how businesses save hours each week using automation.

What Can You Automate?

  • Quotation Approvals & Work Authorizations
  • Time-Off & Leave Requests
  • Job Status Notifications to Customers
  • Internal Task Assignments
  • Field Data Capture & Compliance Checks
  • Multi-tiered Document Reviews & Sign-Offs
  • Invoice & Payment Triggers
  • Alerts based on field job statuses

The Benefits

  • Save time by automating repetitive field and admin tasks
  • Eliminate manual errors and double handling of data
  • Trigger real-time alerts for form submissions or job updates
  • Ensure compliance with automated approvals and records
  • Standardize workflows across teams, contractors, and regions
  • Speed up turnaround time from job creation to invoicing
  • Enable greater accountability and auditability across workflows

Ready to automate your business?

Request a Free Demo