Using workflow templates
Using workflow templates
VanMan includes pre-built workflow templates for common removalist scenarios. Templates give you a working workflow in seconds that you can customise to fit your process.
Open the templates
Navigate to SettingsWorkflows and click the Templates tab. You will see a list of available templates with descriptions of what each one does.
Choose a template
Browse the available templates. Common examples include:
- Booking confirmation — sends an SMS when a booking is confirmed
- Job completion follow-up — sends a thank-you email and creates an invoice when a job is completed
- New booking notification — alerts the operations manager when a new booking arrives
Create from template
Click Use Template on the one you want. VanMan creates a new workflow pre-configured with the trigger, conditions, and actions from the template.
Customise and activate
Open the new workflow in the editor. Adjust the message templates, timing, or conditions to match your business. Then toggle the Active switch to turn it on.
Templates are a starting point. You can add, remove, or rearrange nodes after creating a workflow from a template.
Templates do not affect your existing workflows. Each time you use a template, a new independent workflow is created.
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