Process Automation and Digital Services
Task and Inspection Management
Replace paper-based inspections and manual tracking processes with a secure, mobile-friendly solution designed for local government teams.
Streamline Equipment Inspections and Routine Task Management
Scheduled tasks, routine inspections, equipment maintenance checks, and task tracking are essential to keeping local government services running smoothly.
Scheduled Tasks, part of CivicPlus Process Automation and Digital Services, helps municipalities digitize recurring tasks, field inspections, and equipment records, enabling staff across departments to work from anywhere, maintain accurate records, and make more informed operational decisions.
Explore Task and Inspection Management
Product Features
Mobile Inspection and Task Management
Enable staff to complete recurring inspections, vehicle maintenance checks, and on-demand tasks directly from the field using a secure progressive web application.
Centralized Records and Reporting
Keep inspection records, task updates, and operational data organized in a single system. Access reporting capabilities that support data-driven planning and resource allocation decisions.
Automated Equipment Management
Reduce administrative burden by automating equipment tracking, defect reporting, and work order creation. Quickly document issues and initiate corrective action when assets require maintenance or replacement.
Complete Equipment History and Documentation
Easily retrieve inspection records, maintenance history, and supporting documentation. Filter by asset identification number, update records, attach photos, and notify stakeholders of changes when needed.
Secure Digital Forms and Signatures
Protect sensitive operational data with encrypted forms, authenticated access, and electronic signature capabilities.
Flexible Forms and Workflow Automation
Build customized inspection forms with conditional logic or convert existing PDF forms into digital workflows using PDF conversion tools.
Scalable Service Delivery
Support growing community needs by implementing streamlined workflows that help local governments scale operations and maintain service quality.
Ready to get started?
Request a DemoProcess Automation and Digital Services in the Civic Impact Platform
Process Automation and Digital Services is a transformative tool on its own, but it’s even more powerful when used with the rest of our integrated local government technology portfolio.
Municipal WebsitesWhen a specified form is submitted, the attached data will be transmitted to the specified Municipal Websites Document Center folder. Learn More
Resident PortalGive every resident a truly unified experience with a single location to manage communications, submit forms and applications, and make payments, all with one username and password. Learn More
What Our Customers Are Saying
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Read the Case Study
Matt Sabatello
Website Manager/IT Liaison, Town of Brookhaven, New York
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Time is money, and my coworkers and I strongly believe we need to leverage technology like Process Automation and Digital Services to continue to advance. It’s not all about hiring more people to do more work; it’s about working smarter and using technology to leverage what we do in meaningful ways.
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Mark O'Keefe
Director of Support Services
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Our goal is to create a resident-centric experience where residents that interact with our departments online are ‘remembered’ within our City systems, and data can be easily shared and automated within the City framework using APIs. This is critical for streamlining our city-resident communications efforts, particularly when emergencies may arise.
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Eric Richards
Communications Director
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While it was necessary to migrate forms online due to COVID-19, we knew that implementing online services would ultimately be easier for both residents and staff, rather than managing paper processes.
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Alex Trefry
Public Information and Engagement Officer
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Process Automation and Digital Services
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This project became a model of how digital services can improve equity, access, and trust in local government.