Build the field app your operation needs — without code

Workflows, pages and metrics, built by your own admins in the browser — on the same tasks, visits, forms and records your field team already creates.

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Raios360’s no-code builder has three parts. Workflows start the next step by themselves when something happens in the field. Pages put the fields, history and actions a person needs on one screen, on the web and in the mobile app. Metrics define each KPI once, so the number on the dashboard, the record page and the report is the same number.

WorkflowsPagesMetricsEvery building block

Workflows

When something happens, the next step happens by itself.

A workflow is a trigger and the steps that follow it. Nobody has to remember to chase the missed visit, escalate the overdue task or tell the manager about the off-site check-in — the workflow does it, every time, and records that it did.

29 triggers, 24 actions and 14 ready-made templates

  • Choose how it starts: when something happens, on a schedule, or on demand from a button
  • Notify, email, create or assign a task, ask for approval, look up a record, update a field, create a ticket or a visit, add a note
  • Branch on an answer, wait, repeat for each line item, or run two lanes at the same time — a failing lane never stops the other
  • Test the conditions against your real recent submissions before switching it on, and see every run, step by step, on the Executions tab
  • A run limit per person, record or workflow, so one busy hour does not become a flood of alerts
The Trigger step of the Raios360 workflow builder: choose When something happens, On a schedule or On demand, then pick a trigger from groups such as Work (Task Created, Task Completed, Task Overdue, Task Assigned, Task Due Soon) and Forms & approvals (Form Submitted, Approval Required, Submitted Off-Site).
Choosing a trigger: when something happens, on a schedule, or on demand — grouped the way the work is.
A Raios360 workflow named Auto-Create Task: the trigger is Form Submitted, with the condition Stock Status equals Low Stock on the Daily Stock Check form, followed by three actions — Create Task, Escalate to Manager and Update Task Status.
A finished workflow: a stock check reporting Low Stock creates a task, escalates to the manager and updates the task's status.
The Start from Template dialog, filtered by category, listing location templates such as Tell their manager about an off-site submission, an off-site check-in and a missed visit.
Start from a template: location alerts, approvals, escalations, notifications, automation, scheduled digests and validation.
The visual workflow designer: a component palette grouped into Data, Logic, Notify and Tasks & approvals beside a canvas showing a Task overdue trigger followed by Alert Assignee and Escalate to Manager.
Or lay it out on the visual designer: drag steps from the palette and see validation before you save.
The Workflows list with Workflows, Executions and Approvals tabs, a From Template button, and each workflow's status, trigger, run count, number of actions and last run.
Every workflow, its trigger and how often it has run — with its runs and the approvals it raised on their own tabs.

Pages

The exact screen your team needs, from blocks.

A page is a screen you assemble. A record page shows one client, visit, task, submission or lead with everything that belongs to it; a dashboard brings KPIs, charts and rosters together. Publish it, and the field team sees the same page in the mobile app — even offline.

24 block types for record pages and dashboards

  • Fields from the record and from the records it links to, related lists, editable fields and data tables
  • KPIs, charts and metrics from your Metrics library, next to the record they describe
  • Buttons that fill a form with the record already filled in, change its status, open a related screen, or run a workflow
  • Checklists, quick updates and signatures, so the page is where the work gets done rather than where it gets read
  • Choose per block whether it shows everywhere, on the web and in print only, or in the mobile app only
The Pages list in Raios360: record pages anchored to clients, tasks and visits — Survey Analytics, Survey Responses, Task Runbook and Visit Cockpit — each with its number of sections and status.
Record pages anchored to clients, tasks and visits — each one assembled from sections and blocks, and published when it is ready.

Metrics

Define a KPI once. Use it everywhere.

A metric says what to count, sum or average, from which records, over which period, against which target. Define it once in the Metrics library, and the same number appears on the dashboard, on the record page and in the report — in your own currency.

7 metric types over 11 kinds of record

  • Count, sum, average, percentage, ratio, trend and comparison
  • Start from recommended metrics — a universal set and your industry's — imported as drafts so you can check the target first
  • A template that needs a form you do not have yet says so, instead of importing a metric that could never fill
  • When a metric turns Warning or Critical, or crosses a number you set, it can start a workflow — once per crossing
The Metrics library: every metric in the organization with its reference, name, group, type, data source and current value, and buttons to export, add from templates or create a new metric.
The Metrics library: every KPI in the organization, its type, the records it reads and its current value.
The Add metrics from templates dialog: recommended universal metrics such as Active Projects, Attendance Rate (Week), Avg Visits / User / Day and Forms Submitted Today, each marked Already added or Needs a specific form.
Recommended metrics: what each one needs, and which ones you already have.

Every building block

What you build with, by name

Every trigger, action, template, metric and page block in the product today. Items marked with a Solution's name appear once that Solution is installed.

Workflow triggers

Start a workflow from the moment that matters

29 triggers — an event, the clock, or a person pressing a button

Work

  • Task Created
  • Task Completed
  • Task Overdue
  • Task Assigned
  • Task Due Soon

Forms & approvals

  • Form Submitted
  • Approval Required
  • Submission Rejected
  • Submitted Off-Site

Visits & location

  • Visit Completed
  • Checked In Off-Site
  • Visit Missed

Tickets & metrics

  • Escalation
  • Ticket Created
  • Metric Alert

With a Solution installed

  • Lead Created· Leads
  • Lead Stage Changed· Leads
  • Lead Inactive· Leads
  • Opportunity Created· Leads
  • Lead Converted· Leads
  • Visitor Approved / Rejected· Visitor Management
  • Visitor Still Inside· Visitor Management
  • Visitor ID Not Matched· Visitor Management
  • Personnel Signed In / Out· Personnel Monitoring
  • Personnel Still Inside· Personnel Monitoring
  • ID Document Read· ID Document Capture
  • Paper Form Needs Review· Paper Form Capture

On a schedule

  • Scheduled

On demand

  • Manual

Workflow actions

Then notify, create, update, branch or wait

24 actions, each one a step you add, not code you write

Notify

  • Send Notification
  • Send Email
  • Escalate to Manager

Tasks & approvals

  • Create Task
  • Assign Task
  • Update Task Status
  • Request Approval

Records & data

  • Data Lookup
  • Set Status / Field
  • Create Record
  • Update Record
  • Create Ticket
  • Create Visit
  • Add Note

Flow

  • Conditional Branch
  • Wait
  • For Each (repeating item)
  • Run at the Same Time

Integrations

  • Call Webhook
  • Post to Chat Channel

With a Solution installed

  • Assign Lead Owners· Leads
  • Set Lead Office· Leads
  • Set Lead Stage· Leads
  • Notify Host· Visitor Management

Any step can be set to continue if it fails, and a run limit per person, record or workflow stops one busy hour from becoming a flood of alerts. Post to Chat Channel posts into a Raios360 messaging channel; Call Webhook reaches an outside system.

Workflow templates

Or start from one that already works

14 ready-made workflows, each editable once added

  • Tell their manager about an off-site submissionLocation

    A form submitted away from its client or branch notifies and emails the submitter's reporting manager, at most five alerts per person per day.

  • Tell their manager about an off-site check-inLocation

    A visit check-in outside the allowed distance notifies and emails the field user's reporting manager. Check-outs never count.

  • Tell their manager about a missed visitLocation

    A planned visit not checked in by 30 minutes after its planned end notifies the field user's reporting manager.

  • Sales Entry ValidationValidation

    Checks a sale's serial number and warranty against your Serials database and sets the status: Approved when both match, otherwise For Approval.

  • Task Approval FlowApprovals

    A completed task asks a manager to approve it before it is marked verified.

  • Form Submission ReviewApprovals

    Routes a submission to a reviewer and tells the submitter the outcome.

  • Task Assignment NotificationNotifications

    Tells a team member about a task the moment it is assigned to them.

  • Visit Completion AlertNotifications

    Tells managers when a field visit is completed.

  • Form Submission EmailNotifications

    Emails a summary to the people you choose whenever a form is submitted.

  • Form Value AlertAutomation

    When an answer has a specific value, notifies managers and creates a follow-up task.

  • Overdue Task EscalationEscalations

    Escalates an overdue task to a manager and creates a follow-up task.

  • Create Task from FormAutomation

    Creates a follow-up task when a specific form is submitted.

  • Webhook on Task CompleteAutomation

    Calls an external system when a task is completed.

  • Daily Status DigestScheduled

    Emails managers a daily digest of pending and overdue work.

Metrics

Define a KPI once, use it everywhere

7 metric types over 11 kinds of record, plus recommended metrics to start from

What a metric can measure

  • Count
  • Sum
  • Average
  • Percentage
  • Ratio
  • Trend
  • Comparison

Which records it reads

  • Submissions
  • Tasks
  • Projects
  • Visits
  • Tickets
  • Sales
  • Clients
  • Users
  • Attendance
  • Leads· Leads
  • Opportunities· Leads

Recommended · For every organization

  • Task Completion Rate
  • Overdue Tasks
  • Forms Submitted Today
  • Active Projects
  • Field Team Active
  • Attendance Rate (Week)
  • Avg Visits / User / Day
  • Hours On-Site (Week)
  • Expense Total (Month)

Recommended · FMCG & retail

  • Store Visit Completion
  • Out-of-Stock Rate
  • Promotion Execution
  • Merchandising Compliance
  • Stores Visited Today

Recommended · Field services

  • First-Time Fix Rate
  • Work Orders Completed Today
  • Open Work Orders
  • Avg Response Time

Recommended · Construction

  • Safety Compliance Rate
  • Active Job Sites
  • Open Punch List Items
  • Daily Reports Submitted

Recommended metrics are a starting point: a sample from the universal set and three of the industry sets is shown. Imported metrics arrive as drafts so you can check the target before anyone sees them.

Pages

Assemble the screen from blocks

24 block types for record pages and dashboards

  • Record page — One screen per record — a client, a branch, a task, a visit, a submission, a lead or a row in your own database — with its fields, its history and the actions that move it on.
  • Dashboard — A live board of KPIs, charts, rosters and tables across your organization, not tied to a single record.

The record's own data

  • Field
  • Joined field
  • Related list
  • Editable field
  • Data table
  • Sales vs target

Numbers and charts

  • Organization metric
  • Related-records KPI
  • Related-records KPIs
  • Formula KPI
  • Chart
  • Split-bar sections
  • OSA matrix· On-Shelf Availability
  • Lead report· Leads

Getting work done

  • Action buttons
  • Embedded form
  • Checklist
  • Quick update
  • Signature

Presentation

  • Text and headings
  • Image
  • Divider
  • Current date and time
  • QR code

What a page button can do

  • Fill a form — opens the form with this record already filled in
  • Change status — moves the record on in one tap
  • Go to a screen — jumps to a related record or another page
  • Run a workflow — starts an on-demand workflow for this record

Where each block shows

  • Everywhere
  • Web and print only
  • Mobile app only

What it does not do

  • It is not a general-purpose app builder. It builds on Raios360's own records — tasks, visits, forms, clients, products, leads and your own databases
  • A workflow reaches software outside Raios360 only through a webhook you configure; there is no built-in connector catalogue. Post to Chat Channel posts into a Raios360 messaging channel, not an outside chat app
  • A workflow does what you set it up to do, and only while it is switched on. It does not decide on its own what to do next
  • Running a workflow from a page button is for managers and administrators, not every user

Want the builder already filled in for a specific job? See the Solutions — each one installs its own starter workflows, pages and metrics.

Build the first workflow on your own data

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