I used to spend two hours a day on email follow-ups and status checks. Now the system handles all of that and I focus on actual problems.
Workflow Automation for School Facilities
Let the System Do the Work
Stop doing manually what software should handle automatically. Route approvals, trigger notifications, escalate overdue items—all without lifting a finger.
Screenshot coming soon
Rules That Run Themselves
When a high-priority work order sits untouched for 4 hours, escalate to the supervisor. When an event is approved, create setup tasks. Define the logic once, let it run forever.
Your Processes, Codified
Every department has unwritten rules about how things should work. Automation makes those rules explicit and ensures they're followed every time, by everyone.
Automation Capabilities
What You Can Do
Trigger Actions
Automatically perform actions when conditions are met
Approval Routing
Route requests through multi-step approval workflows
Escalations
Escalate items that aren't addressed within time limits
Notifications
Send targeted notifications based on any criteria
Task Generation
Create follow-up tasks automatically based on triggers
Conditional Logic
Build complex rules with if/then/else conditions
Connected to HeroHQ
Works With Your Other Modules
Automation connects with every module—triggering work orders, routing event approvals, scheduling inspections, and escalating planning tasks.
Automation FAQ
Common Questions
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No coding required. Automations are built with a visual rule builder—select triggers, conditions, and actions from dropdown menus.
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Almost anything: route approvals, send notifications, create tasks, update fields, escalate items, assign work orders based on type or location—the combinations are endless.
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Yes, that's where automation shines. An event approval can trigger work order creation. A failed inspection can escalate to a supervisor. Everything connects.
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Every automation logs its activity. See what triggered, what action was taken, and when. Debug issues or verify that rules are firing as expected.
Ready to streamline automation?
See how Automation fits into your facilities management workflow. Try it free or schedule a personalized demo.
