Industries
Automation that works in the systems your industry runs
Healthcare, logistics, fuel, construction, manufacturing, accounting, and the trades. Each page shows the systems that industry runs, older ones included, the procedures Stepwork runs in them, and the hours they save.
Healthcare
Stepwork enters faxed and emailed referrals into your EHR and checks tomorrow's insurance on payer portals, through the screens your front desk uses. No EHR API needed.2 example procedures · Works with Meditech, NextGen, eClinicalWorks, athenaOne, +3 more3PL and warehousing
Stepwork keys emailed PDF orders into your WMS and builds each client's monthly storage and handling invoice, through the WMS screens your team already uses.2 example procedures · Works with Custom WMS, HighJump, Manhattan SCALE, Made4net, +3 moreFreight and trucking
Stepwork keys rate confirmations into your TMS and checks each new carrier's authority and insurance before anyone books them, through the screens dispatch already uses.2 example procedures · Works with McLeod LoadMaster, Trimble TMW, Aljex, Revenova, +1 moreFuel and convenience stores
Stepwork sets up and removes store staff across Microsoft 365, your fuel back office, and every POS they use, from one helpdesk ticket, the same way every time.2 example procedures · Works with PDI Enterprise, Petrosoft, Back officeConstruction
Stepwork sets up won jobs in your job cost system and project tool, and holds pay apps for subs whose insurance has lapsed, in Viewpoint Spectrum, Sage, and others.2 example procedures · Works with Viewpoint Spectrum, Viewpoint Vista, Sage 300 CRE, Sage 100 Contractor, +2 moreManufacturing and distribution
Stepwork keys emailed customer POs into your ERP and updates open purchase orders with suppliers' latest ship dates, in Epicor, Infor, JobBOSS, or an AS/400.2 example procedures · Works with Epicor Prophet 21, Infor VISUAL, JobBOSS, IBM i (AS/400), +3 moreAccounting firms
Stepwork opens each client's QuickBooks, Sage, or Xero file, pulls what's uncategorized or unreconciled, and sends each client one list of questions every month.2 example procedures · Works with QuickBooks Desktop, QuickBooks Online, Sage 50, Sage Intacct, +1 moreField services and trades
Stepwork turns service requests into jobs in your field service software and bills completed jobs in QuickBooks the same day, in Successware, Wintac, ServiceTitan, and more.2 example procedures · Works with Successware, Wintac, FieldEdge, ServiceTitan, +2 more
