While my processes are repeatable, they are manual. Steps get skipped (e.g., estimate approval, time tracking, invoice build), causing rework and revenue leakage.
My proposed solution:
A Workflow Template defines a short, ordered list of steps with small actions (search/create customer, attach asset, create ticket, send estimate, track time, create invoice, resolve/close). Staff run a template from a ticket and tick through steps. Certain steps can be gated (e.g., “Estimate Approved”) so the next step is locked until satisfied.
Would need:
Library of templates (create/edit/disable).
Start a workflow from a ticket (button/dropdown).
Each step supports: title, description, assignee role, checklist items, and 0–2 actions (lookup/create/update of core objects).
Simple gates supported: estimate_approved, payment_received, parts_arrived.
Auto‑updates ticket status at key steps (e.g., Diagnostics → Billing → Resolved).
Enforce time tracking required on designated steps (cannot complete if no time entry).
Create Estimate action with 1–3 preset line items; send for approval.
Create Invoice action that pulls approved estimate + time entries.
Show a left‑side step list with completion state; right‑side step detail (fields/actions).
Basic audit log: who completed which step and when.
Scope
Ship with starter templates: Remote Support, Onsite Visit.
UI: right side panel module inside ticket (step list + step detail), or steps/progress bar like current time view.
Actions supported: lookup/create customer, lookup/create asset, create ticket note, create estimate (quick item), send estimate, create invoice from estimate + time, set ticket status.
Gates supported: estimate_approved, payment_received.
Visual template editor; timers/SLAs; notifications; n8n webhooks.
Example (Remote Support)
Steps:
Customer Search/Create → attach contact
Asset Search/Create → create ticket
Create/Update Ticket Status → New
Diagnose & Document (time tracking) → status = Diagnostics
Estimate → Send for Approval (Gate: estimate_approved) → status = Planning
Perform Work & Document (time tracking required) → status = Awaiting Review
Invoice Build (pull time + estimate) (Gate: payment_received) → status = Resolved
Auto‑Close after 15 days if not reopened → status = Closed
Dependencies
- ITFlow objects: Customers, Assets, Tickets, Estimates, Invoices, Time Entries, Statuses.
If your like, but, n8n does all this? Please share lol