← All use cases Office + Field Coordination
Custom operational portal Work orders and approvals without inbox chasing Requests arrive by text and email, approvals stall, and nobody owns the next step. This gives every request an owner, a status, and an approval trail — for construction, facilities, property operations, and any team coordinating office and field.
This example is a custom portal because the team signs into it to run a role-based, end-to-end workflow. Compare both solution types.
Before
“Requests arrive by text and email, approvals stall, and nobody knows who owns the next step.”
→ After
Every request has an owner, status, deadline, approval history, and automatic update from submission through completion.
Work orders and approvals
Every request has an owner, a price, and an approval trail Sample data
My open requests 4
Avg. approval time 1.4 days
Needs attention 1
Request Submitted ↑ Scope Status Next step Rooftop curb relocation Harbor Point — Bldg C
Jul 18 Unforeseen condition $8,400
Approved Schedule crew Slab moisture remediation Harbor Point — Bldg C
Jul 20 Unforeseen condition $21,600
Pending approval Owner decision required Lobby tile substitution Harbor Point — Bldg C
Jul 21 Owner-requested change $3,150
Rework Re-price with new selection Temporary power extension Harbor Point — Site
Jul 22 Field request $960
Priced Auto-approve under threshold
Details
Rooftop curb relocation Jul 18 · Harbor Point — Bldg C Notice filed Day 2 of 14 Photos 6 attached
Scope Unforeseen condition
$8,400 Approved Progress 3/4 complete
✓ Written notice ✓ Priced ✓ Owner approval ○ Scheduled Next step Schedule crew
Switch to the approver, approve a change order from the queue, or advance a status.
Who this is for
Built for the way your industry actually works Construction, facilities, field services, property operations, or another business coordinating office and field teams.
Construction & trades route requests by job, urgency, and spend Facilities management track work orders and approvals in one queue Property operations maintenance requests with a clear owner and history Field service teams submit and approve from phone or desktop Event production & venues coordinate setups and approvals across crews Manufacturing structured requests instead of inbox chasing How it runs
The workflow, end to end Fits: Construction, facilities, field services, property operations, or another business coordinating office and field teams.
A staff member or customer submits a structured request from phone or desktop Business rules route it by location, job type, urgency, and spending threshold Approvers act from a focused queue and the requester sees status changes The completed record keeps notes, photos, costs, and timestamps together Smallest useful first version: Start with one request type and the approval path that causes the most delay.
Under the hood
Technical approach and how success is measured Responsive internal portal with role-based queues State-machine workflow for assignments, approvals, rework, and completion Email or SMS notifications with deep links back to the authoritative record Integrations only where they remove duplicate entry Immutable event history for accountability and operational reporting Measured by: Request-to-approval time · Percent of work with a clear owner · Manual status-check messages
Common Questions Can approvals depend on cost or job type? Yes. Business rules route each request by location, job type, urgency, and spending threshold to the right approver.
Can the field team use it on a phone? Yes. It's a responsive portal, so requests and approvals work from phone or desktop with the same record.
Does it keep a history for accountability? Yes. Every request keeps notes, photos, costs, and timestamps in an immutable event history.
Start here
See this built with your tools and rules The free AI Workflow Audit maps your version of this and finds the smallest build that proves value.
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Other operations built as custom portals Serving Orlando , Tampa Bay , and across Florida .