Workflow automation
Adapt the operating path without breaking the record chain.
Configure customer intake, optional pre-estimates, pickup, production, procurement, installation, drop-off, notifications, and approvals around how the company actually works.
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Fictional Desert Vista Screens & Outdoor Living demo data shown.
The operating problem
Keep the work intact.
A rigid workflow forces every screen company into the same handoffs. An unstructured workflow loses accountability. ScreenOps exposes deliberate choices while keeping the customer, property, job, and status chain intact.
Customer-intake preferences
Optional workflow stages
Approval and notification rules
Real workflow proof
The same operating record, wherever the work happens.
Move from office planning to field or shop execution without rebuilding customer, property, assignment, and job context.
Fictional Desert Vista Screens & Outdoor Living demo data shown.
Connected workflow
The handoff stays visible.
01Choose operating model02Set optional stages03Assign responsibility04Run workflow05Review outcomes
Connect configured providers ->Questions
Can every workflow stage be removed?
No. Owners can adapt optional handoffs, but ScreenOps preserves the core record chain and required accountability for customer, job, pricing, approval, and production decisions.
Does AI make final decisions?
No. Assistive suggestions may help teams work faster, but people remain responsible for pricing, measurement approval, purchasing, production, and accounting decisions.
Start with the real workflow