How the Workflow Builder works
Map your real stations
Scanning, CAD, Milling, Staining, Glaze, QC, Packing, Delivery — or whatever your lab actually uses.
Assign departments and roles
Each station knows who handles it. Technicians only see their queue.
Set approval checkpoints
Require client 3D approval before Milling, QC sign-off before Dispatch — you set the rules.
Cases auto-route on handoff
One click moves a case to the next station. No one tags the next person.
Live Kanban for managers
Every case visible in its current station. Spot bottlenecks in seconds.
Why it matters
90% fewer follow-ups
Zero misrouted cases
New staff in hours
Workflow Builder — common questions
Yes. On Automation, you can define a crown workflow, a denture workflow, an aligner workflow, etc. Cases auto-route to the correct workflow based on case type.
Yes. Any station can require sign-off from a specific role or person before the case moves.
Yes. Workflow edits apply to new cases only by default; in-flight cases finish on their existing workflow unless you opt in.
Yes. The staff mobile app shows every technician their personal queue within any workflow.
