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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Configure an approval workflow (admin)

Set triggers and up to three approval levels.

Administrators define workflows under Config → Workflows.

  1. 1

    Open Workflows

    Config → Workflows → New.

  2. 2

    Choose object type

    Select Quotes, Expense Reports, Timesheets, AP, etc.

  3. 3

    Add levels

    Assign approvers by role or named user for each level.

  4. 4

    Activate

    Enable the workflow — new records of that type follow the chain automatically.

← Complete a workflow task