Workflow Automation
Automate the work that slows your team down
Ergova automates repetitive steps across scheduling, dispatch, follow-up, invoicing, and customer communication so your team can move faster with less manual effort.
- Automate repetitive operational work
- Reduce manual coordination across the team
- Keep workflows moving without extra admin
- Built for modern service operations
Most teams spend too much time pushing work forward manually
Every stage needs a nudge: reminders, status flips, owner assignment, hand-offs to dispatch and billing. When those steps live in people’s heads, work stalls—or gets duplicated across tools nobody trusts.
Disconnected systems show records, but they don’t run the process. Ergova closes the gap between “something happened” and “the next right thing happened.”
Manual follow-up
CSRs and estimators re-chase the same approvals and callbacks.
Repetitive admin work
Copy-paste updates between dispatch boards, CRM rows, and spreadsheets.
Workflow delays
Jobs sit between stages because nobody owns the next keystroke.
Dropped hand-offs
Approved work doesn’t land in ops cleanly—context leaks on the way.
Automate the work between the work—in one operating system
- Triggers and actions tied to real objects: leads, estimates, jobs, invoices
- Faster hand-offs between intake, field, and finance without inbox ping-pong
- Less repetitive office work; more execution on customer-facing outcomes
- Consistent follow-through when the day gets noisy
- Operational rhythm your team can rely on—not heroics
How Workflow Automation works
From signal to execution—without another standing meeting about process.
- Step 1
Detect the trigger
Watch for events: new leads, approvals, delayed jobs, completed visits, overdue balances.
- Step 2
Run the action
Send reminders, update statuses, assign owners, notify dispatch, or advance billing—automatically.
- Step 3
Keep the business moving
Reduce friction across the operation so predictable work stops eating operator time.
What Workflow Automation looks like in Ergova
Rules with triggers, conditions, and actions—plus an audit trail of what ran—so ops can trust the process under load.
Automation rules
Triggers · conditions · actions
| Workflow | Trigger | Stage | Status |
|---|---|---|---|
| Estimate approved → job | Approval recorded | Sales → Ops | On |
| Invoice overdue reminder | Balance > 7d | Collections | On |
| Lead no follow-up 2h | SLA breach risk | Intake | On |
| Job completed → invoice | Status = complete | Field → Billing | Paused |
Recent runs
10:42 AM
Estimate EST-4412 approved → Job J-883 created · dispatch SMS
10:18 AM
Lead #7721 · 2h idle → task to J. Rivera
Ergova automates operations in the context of the business
Generic automation tools don’t understand service workflows. Ergova fires the right action when stage, urgency, and customer context line up—so automations feel native, not fragile.
Context-aware triggers
Fire based on workflow stage, urgency, and business conditions—not cron alone.
Smart escalation
Route stalled work to the right owner before delays become customer issues.
Workflow recovery
Detect broken sequences and advance them with guardrails.
Next best automation
Surface repeatable steps that should graduate from manual to automated.
Do less manual work. Move faster.
Automation compounds: fewer dropped balls, tighter AR, and operators who spend time on judgment—not keystrokes.
Less admin
Reduce manual follow-up workload
Reminders and status moves run without another queue.
Faster flow
Automate repetitive workflow steps
Hand-offs advance the moment conditions are met.
Consistency
Improve process consistency
Same playbook every shift—fewer “only Sarah knows” paths.
Operator time
Free up more operator time
Leadership and dispatch focus on exceptions, not every nudge.
Connected to the rest of your operation
The job lifecycle runs through Ergova—automation overlays each stage so nothing waits on a manual pass when the rules are clear.
Pair with Revenue Alerts when automated actions should surface risk—same objects, same history, less noise.
Automate more of the business
See how Ergova helps your team remove repetitive work, speed up execution, and keep operations moving with less manual coordination.