Smart Actions.
Make Vantage work your way

Save hours with simple, flexible, automated workflows

Customize how things
move around

Save even more time by automating your installation workflow. Automate repetitive, time-consuming tasks and handle high-volume schedules with ease. Simply set what needs to happen and when, and Vantage takes care of the rest.

Reduce repetitive manual tasks

Replace messy, outdated spreadsheets

Avoid mistakes and missed deadlines

How it works
When Something happens
then Do that

Smart actions follow a simple "when this happens, then do that" rule. You can set it up to automatically assign tasks, approve work, and export reports in minutes, freeing up your team to focus on what truly matters.

Get more done with less effort

Events organized instantly

Prepare large rollouts or campaigns in seconds, even when there are thousands of visits. Based on your rules, import a spreadsheet and Vantage will assign tasks, set due dates, and add to-do lists so everyone knows exactly what to do and when.

Flowchart showing a button leading to a list of 100 events, then branching to "Assign tasks," "Set due dates," and "Add to-do lists.
Task management interface showing event statuses with color-coded flags and a tooltip explaining the "Late" status change after 10+ days past start date.

Smart events flagging

Set time-based rules in Vantage to automatically flag events, like “late” for overdue tasks or “on hold” for those needing attention later. Stay organized and in control, even when schedules shift.

Clear and timely reporting

Quickly turn your custom Vantage dashboards into accurate reports and automatically share the exact info required with your teammates or customers on a recurring basis, with no repeat work.

Interface showing an automation workflow: a blue button leading to a schedule "Every week on Friday at 11AM," connected to an envelope icon. A dropdown menu is partially visible.
Flowchart showing an issue due to rain delaying installation, followed by options to assign responsibility to different team memebers.

Faster issue resolution

Based on the issue's cause, Vantage automatically notifies the right person to take action. No more back-and-forth between team members just fast problem-solving without delays.

No-fuss completion reports

Easily create checklists and custom approval paths for vendors to complete after each job. Vantage ensures only top-quality work gets approved and automatically schedules revisits if fixes are needed.

Flowchart illustrating a conditional process: "When" event types include Install, Maintenance, Revisit, Pick-up; "And" specifies report types; "Then" shows buttons for Not completed or Delivered tasks.
Category5 logo

“Vantage makes everyone’s life easier on every level, which is ultimately what you want as a business and also for your client.”

Lisa Quinn
Account Manager at Category 5

Boost your team performance
with automated workflows
from Vantage

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