Workflow Automation
Automate your business rules
Build visual workflows that run automatically when jobs change, bookings come in, or invoices are created. Drag and drop triggers, conditions, and actions — no coding required.
Key Benefits
Why Workflow Automation
The advantages that make the difference for your moving business.
Visual drag-and-drop builder
Build workflows by dragging trigger, condition, and action nodes onto a canvas and connecting them. See the entire flow at a glance.
Trigger on any event
Workflows fire automatically when a job is created, a status changes, a booking comes in, a message is sent, or an invoice is generated.
Start with templates
Pre-built workflow templates for common scenarios — booking confirmation, job completion follow-up, invoice creation. Customise them or build your own from scratch.
A workflow builder built for moving companies
The visual editor lets you design workflows with five node types: Triggers (what starts the workflow), Conditions (branching logic), Actions (what happens), Delays (wait before continuing), and Human Approvals (pause for manual sign-off). Connect them however you need.
Actions that save you hours
Each action node can send an SMS, send an email, change a job status, create a Xero invoice, or call an external webhook. Chain multiple actions together — for example, when a job is marked complete, automatically send a thank-you SMS, create the invoice, and sync it to Xero.
Test, monitor, and debug
Dry-run your workflows before activating them to make sure they do what you expect. Once live, the execution log shows every step — which nodes fired, what data was used, and whether each step succeeded or failed.
Works With
Automation across your whole business
Workflows connect to jobs, bookings, communications, and invoicing — automating the repetitive tasks that slow you down.
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Features that work great alongside this one.
Job Management
Manage the full lifecycle of every moving job — from initial enquiry through to completion and invoicing.
Learn moreCustomer Communications
Send automated SMS and email updates to customers at every stage — confirmations, reminders, and follow-ups.
Learn moreInvoicing & Xero
Generate invoices from completed jobs and sync them straight to Xero — no double entry.
Learn moreReady to try Workflow Automation?
Start your free 14-day trial and see how VanMan transforms your moving business.
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