Operational workflow playbooks
Practical guides to triage, approvals, plugin actions, and audit trails. Start with the work your team needs to control.
Inspection Audit Trails Should Show the Work, Not Just the Result
See how inspection audit trail software connects forms, photos, maker-checker approval, upstream work orders, and exportable evidence in one case record.
Managing Claims with Checklist-Driven, AI-Native Workflows
See checklist-driven claims workflow software connect custom claim types, evidence, support staff, AI, approvals, plugins, and audit trails.
Construction Draw Approvals: From Payment Request to Audit Evidence
See a construction draw move through maker-checker review, payment release, audit evidence, grouped approval reporting, and PDF or Excel export in Latch.
Why Field Service Software Should Feel Like a Conversation
A chat-driven field interface keeps the assigned ticket, troubleshooting suggestions, engineer updates, and photo or video evidence together.
Field Work Is Not Complete Until the Evidence Is Complete
How field service teams define required ticket evidence, enforce complete records at closure, review AI troubleshooting, and report on outcomes.
Build an Operations Dashboard Around the Work You Monitor
Choose the dashboard sections each operator needs, save the layout, and set reporting ranges for SLA and resolution views.
Keep Website Form Attachments with the Ticket from Intake to Timeline
Keep files submitted through a public website form with the ticket so operators retain the original evidence from intake through resolution.
Manage Distributed Service Sites with Tags, Coordinates, and Bulk Import
Organize distributed service sites with tags and coordinates, then create them in bulk with validated import data.
Find and Group Tickets by Issue Type, Tag, Asset, or Result
Filter by issue type, tag, asset, and matching rules, then group results into an operational queue that matches the question at hand.
Use Ticket Subcategories Without Breaking the Status Workflow
Add operational detail inside each ticket status while preserving the transition rules that keep queue reporting consistent.
Latch Product Update: Clearer Queues, Site Operations, and Better Intake
July adds ticket subcategories, stronger queue filters, site tagging and import, form attachments, and dashboards that remember each operator view.
Why SLA Reports Need the Policy That Applied at the Time
Snapshot the SLA policy on each ticket so later reports explain performance against the commitment that actually applied.
Start with one workflow
Follow a request through triage, review, and a plugin action. See the record that each step leaves behind.