Example
Order #218 created
- Quote approved
- Tasks created
- Assigned to the service team
The site address is needed before a visit can be scheduled.
Business process automation
Turn an approved order into work your team can start.
Once a customer says yes, someone still has to create tasks, copy the details and notify colleagues. SYNERVA connects those steps so your team can get started and see where each order stands.
Pricing is based on the job and connections involved.
ExampleBusiness process automation
An example of what your team could receive.
Example
after the quote is approved
01Starting request
The manager marks the quote as approved in the team's work system.
02What the automation does
- The workflow checks the scope, customer contact and site address.
- It creates the agreed tasks for the service team.
- The person responsible receives the new order notification.
- If the address is missing, the manager is asked to add it before a visit is scheduled.
03Result for your team
Prepared result
- The team receives a prepared order and can see exactly what still needs attention.
The result is ready for your team to review.
Press Play to see the steps.
Example using fictional records.
What we can connect
Approvals and assignments.
Create tasks and assign the right people after the required decision.
Updates between tools.
Move order information to the systems that need it, using agreed rules.
Follow-up on stalled work.
Show completed steps, connection errors and actions waiting for a person.
How we start
Walk us through an order, from the first enquiry to completion.
Agree which actions happen automatically and which need approval.
Build, test normal and difficult cases, then put the process into use.
Project pricing
We quote after reviewing the steps and connections involved. Development, support and external service costs are shown separately. You can automate one part of the process first and add more later.
Questions & answers
A few useful answers
Do we have to change our software?
We check your existing tools first. If a connection is unavailable or too limited, we explain the options before development starts.
Will AI make decisions for our staff?
You set the permissions. Spending approvals, contract changes and other important decisions can stay with the responsible person.
Which order takes too much work to hand over?
Tell us what happens after it is approved. We will suggest which steps can run automatically.