Workflows That Adapt to How You Operate

Fleet is not one-size-fits-all. With Custom Workflows, you can shape your maintenance operations to fit your organization’s unique structure, approval chains, vendor policies, and cost thresholds — no coding required.

Whether you're managing dozens of buildings or coordinating between departments, Fleet’s flexible workflow engine ensures tasks flow to the right people at the right time — every time.

Why Custom Workflows Are Essential

Every organization has its own way of handling approvals, assignments, and escalations. Generic tools force you to adapt to their limitations. Fleet takes a different approach: you define the process — and Fleet enforces it.

Without customizable workflows, teams face:

  • Approval delays for urgent tasks

  • Missed escalations or SLA breaches

  • Confusing role boundaries or duplication of efforts

  • Lack of visibility into job progress or responsibility

Fleet solves these problems with structured, automated routing tailored to your needs.

Key Features of Fleet’s Custom Workflows

    • Automatically assign jobs based on location, type, priority, or asset category. For example, assign elevator issues to a designated vendor and lighting issues to in-house staff.

    • Set rules that require management or finance approval based on job cost, urgency, or scope.

    • Define roles (e.g., Technician, Supervisor, Vendor, Finance) and specify who can view, approve, assign, or close tasks.

    • Automatically alert teams when deadlines are missed, jobs remain unassigned, or a technician requires clarification.

    • Customize workflows per building or site — essential for organizations with different SOPs across locations or regions.

  • Workflows interact with your documents, assets, permissions, and vendors — making Fleet a truly unified command system.

Real-World Use Cases

  • Route plumbing issues in Building A to external vendors, but handle them internally in Building B

  • Require supervisor approval for all jobs over $5,000 before scheduling

  • Send PPM jobs to dedicated staff while routing reactive tasks to general teams

  • Alert regional managers if SLA deadlines are approaching

  • Set onboarding flows for new tenants including inspection, asset checks, and documentation

Designed for Complex Teams, Not Just Small Shops

Most CMMS tools break down when your operations get complicated. Fleet is built to scale. Whether you’re coordinating across dozens of buildings, multiple vendors, or regionally distributed teams, your workflows can keep up.

Build Once, Save Time Every Day

Setting up your custom workflows in Fleet isn’t just about control — it’s about efficiency. Automate your most repetitive decisions, reduce handovers, and give your team a clear path from job creation to closeout.

Bonus: Workflows improve compliance and reporting by ensuring key steps are always followed — no more skipped inspections or delayed approvals.

Simple to Set Up, Powerful in Action

Fleet’s visual workflow builder makes configuration easy. No developers or consultants needed. Need help? Our onboarding team helps you map your workflows to Fleet’s structure in your first week.

Why It Matters

Fleet’s custom workflows turn your operating procedures into smart, repeatable systems. You stay consistent, efficient, and in control — no matter how big or complex your organization becomes.

Let Fleet do the heavy lifting. Automate your approvals, routing, and assignments with custom workflows built for your team.

Or learn more about [Fleet Features]