What you get
- Visual workflow builder with no code required
- Route jobs automatically by site, trade, priority or rules
- Trigger notifications and updates at every stage
- Use templates for common FM workflows
- Build multi-step approvals with spend thresholds
- Track SLAs and escalate automatically when deadlines slip
- Add conditional logic for more complex processes
- Keep a full audit trail of every workflow action
Visual workflow builder
Design workflows visually with drag-and-drop stages, conditions, and actions. No code required — configure once and let Cleverly handle the rest.
Smart routing
Automatically route work to the right person or team based on site, trade, priority, or custom rules. No more manual triage.
SLA management
Set response and resolution SLAs per job type, priority, or client. Cleverly tracks performance and escalates automatically when deadlines approach.
Triggered notifications
Keep everyone informed with automatic notifications at key workflow stages — via email, in-app alerts, or mobile push.
Recurring automations
Schedule recurring tasks, inspections, and reviews that kick off automatically on your defined cadence.
Multi-stage approvals
Configure approval chains with financial thresholds. Small jobs auto-approve; larger ones route through the right level of authority.