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.
If 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.
Fleet solves these problems with structured, automated routing tailored to your needs.
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
Key Features of Fleet’s Custom Workflows
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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.
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Set rules that require management or finance approval based on job cost, urgency, or scope.
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Define roles (e.g., Technician, Supervisor, Vendor, Finance) and specify who can view, approve, assign, or close tasks.
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Automatically alert teams when deadlines are missed, jobs remain unassigned, or a technician requires clarification.
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Customize workflows per building or site — essential for organizations with different SOPs across locations or regions.
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Workflows interact with your documents, assets, permissions, and vendors — making Fleet a truly unified command system.
Real-World Use Cases
Fleet’s document tools are built for busy teams juggling multiple sites, asset types, and third-party contractors.
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
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Managing dozens of buildings or coordinating across departments becomes seamless when tasks flow automatically to the right person at the right time — every time.
Automatically route maintenance approvals based on asset type or location — integrated with Asset Management.
Enforce compliance steps like document attachments or SOP checks with built-in integrations to Document Management.
Turn data into insights with built-in triggers for dashboard updates and reporting — powered by Facility Management.
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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.
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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
Consistency: Your process always follows the same steps ensuring accuracy and compliance.
Efficiency: Repeatable logic minimizes manual touchpoints and speeds up operations.
Insights: Powered by structured flows, Fleet’s reporting capabilities become cleaner and more actionable.
