First Steps in Fluix Trial

What is Fluix?

Fluix is a software solution that helps companies to automate their routine document processes and improve team efficiency.

What can I achieve with Fluix?

• Digitizing paper forms
• Automating routine document and task workflows
• Streamlining collaboration between teams and customers
• Automating reporting and data analysis.

What are core Fluix features?

Fluix covers the needs for different roles from remote mobile teams to project managers, data analysts and stakeholders. Among the main features are:

• Data collection in mobile forms 
• eSigning
• Providing guest access to the Fluix app for external users
• Automated review and approval workflows 
• Conditional logic in team actions depending on collected data
• Automated data prefill and file submit via integration with other tools
• Aggregation and export of collected field data into spreadsheet and external platforms
• Real-time tracking of team performance and work progress.

• All kinds of inspections
• Checklists
• Safety management
• Submittals
• Time Cards
• Work Orders
• Audits & compliance inspections
• Employee training management
• HR.

What platforms and languages are supported?

Fluix user app is supported on Apple and Android devices, both with and without internet connection, as well as online via all web browsers. The app on iOS devices is available in English, Dutch, French, German, Italian, Norwegian and Bokmål languages. The app on Android and web version are in English.

You can download the user app on the App Store and Google Play, or log into the web version.

Who is behind Fluix?

Fluix was spun out of award-winning productivity app company, Readdle, in 2014. Over the years our technology has developed into a stand alone company that helps businesses automate their processes. With headquarters in Dublin, our team of 60+ employees is distributed along 12 countries. 

Have questions? Drop us a line at sales@fluix.io or chat on the web site. We’d love to hear from you!

Before you start

Fluix’s solution was specifically designed to get you started in digitizing any simple process in as quickly as 15-30 minutes, but you can map nearly any complicated business workflow. You don’t need dedicated IT resources or special knowledge to deploy Fluix. 

Three things to become up and running with Fluix: 

1. Team

In your trial account, you can start on your own. Meanwhile, the core value you get from Fluix is to streamline business processes within your team. Teams of 10+ people notice positive ROI within 30 days.

2. Process

To automate the processes in Fluix you’ll need to map them in our Taskstream builder. So, think of the ideal scenario for your use case, including:

• Sequence of routine tasks that should be performed by each team, 
• Forms that will be filled out by the teams on each step
• Where you want data and/or documents to be sent to complete the process.

3. Devices

Fluix user app is supported on iOS and Android devices, and web browser. So, in case your teams work remotely, they will need smartphones or tablets to run the Fluix app.

Have questions or need help? Feel free to contact us at sales@fluix.io or chat on the web site, we are always happy to assist.

Configuring & Testing Fluix

To start working in Fluix, you do not need to be tech-savvy or spend hours of time to learn the basics and train your colleagues. To start the pilot project with your team, will need to pass three steps:

Step 1: Create a taskstream 

Step 2: Test the setup as an end-user 

Step 3: Check the results.

Step 1. Create a taskstream

Taskstream is a configured flow of repetitive tasks that your teams will perform in the Fluix app. 

As an administrator,  you will need to configure a sequence of connected tasks for your team to complete. Each task might contain a description of work to be done, fillable forms, and files for review. All tasks will be connected with each other by business rules you set, such as review, approval, collection of e-signatures, automated email notifications, uploading documents to cloud storage, sending data to other software services or for download.  

Once the Taskstream is published, participants will immediately be assigned their tasks and able to act according to the role you assigned them: collect data in forms, sign, add photos, share notes, review and approve the completed tasks, etc.

To proceed with creation of a taskstream, register a trial account and log in to the Fluix Admin Portal. The Admin guide will support you on each step of the taskstream creation.

Step 2. Test the setup as an end user

To test the created Taskstream, you will need to wear the hat of an end-user – meaning an employee who will be submitting or approving forms or documents.

As an end user, you will be able to see the tasks that were assigned to you. To start working on any of them, click Start Work and proceed to the form to fill it out. Once done, click Finish Work to send the task to the next stage according to the submit rule that you configured in a workflow.

You can check the experience in the app on a mobile device or web browser. 

To give it a try in the web browser version, simply switch to the User App section in the upper right corner of the top menu. To proceed with the device version of the app, download the application in the App Store or Google Play, and log in with the credentials you used to log into the Admin’s account.

Step 3. Check the result 

To track the status and details of the task you just finished as an end user, you will need to switch back from the User App to the Admin Portal, and proceed to Process Status. You can find more details about Process Status in this article.

Have questions or need help? Feel free to contact us at sales@fluix.io or chat on the web site, we are always happy to assist.

Your Trial Account

Your trial account includes all core features and is free for 14 days. No credit card needed. Once you’re ready to roll out and deploy the solution, enter your billing information on the Fluix Admin Portal, or contact us for assistance.

You can choose a Core plan plus any Adds-on you need. To learn more about our pricing, please go to https://fluix.io/pricing.

We accept all major types of credit cards like Mastercard, Visa, American Express, etc. We also support wire transfers for quarterly and annual billing.

Not sure what plan to choose? Need help in form creation or consulting? Get Started, or email us at sales@fluix.io. and we will be glad to provide any assistance you might need.

What to do if trial expired

If you didn’t have a chance to have a closer look at the Fluix trial account before it expired, or need more time to evaluate the service, just email us at sales@fluix.io or chat and we’ll be glad to extend your trial account.