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Process Automation

With process automation the work runs itself.

Process automation handles end-to-end workflows — move-ins, permits, preventative maintenance, smart-meter alerts, FOIA requests — with little to no human intervention.

Each workflow automation utilizes the tools already in your Local Government and Utility Authorities packages — billing, customer service, smart forms, work orders, communications, asset records — to carry the work from start to finish.

Why process automation matters

Tools alone aren't enough.

Software with strong individual tools still leaves the connecting work to people — opening the right account, posting the deposit, scheduling the meter set, sending the welcome letter. Process automation does that connecting work automatically, using the tools already in your packages. Well-designed local government automation gives you hours back every week, fewer errors, and a defensible audit trail on every transaction.

Hours back every week

Repetitive, multi-step tasks run on their own — staff focus on the work that actually needs human judgment.

Fewer errors, fewer omissions

AI-driven decision rules catch missing data, duplicate records, and out-of-policy actions before they become problems.

Consistent experience

Every transaction follows the same path regardless of which staff member picked it up — residents get the same treatment every time.

Built on tools you own

Processes orchestrate the same Local Government and Utility Authority tools already in your platform — no new app to learn.

Defensible audit trail

Every step is timestamped and tied to the originating record — clean, exportable history for auditors and regulators.

Scales without headcount

Growth in residents, rentals, or service area no longer means a linear growth in staff to keep up with the paperwork.

Available processes

Automate the work that fills your staff's day.

Each process automation below replaces a labor-intensive, error-prone workflow — freeing staff to focus on the work that actually needs human judgment.

Process 01

Billing AI

Layer custom process automation on top of the OneGov OS Billing AI engine.

Extend Billing AI with municipality-specific automations and third-party integrations — special rate calculations, exception handling, payment-processor hooks, ERP exports — without touching the core platform.

Benefits

  • Custom rate logic and special-case billing rules run automatically
  • Integrations with external payment processors, GLs, and ERPs
  • Exception cases route to the right reviewer before bills go out
  • Conditional notifications fire on account-level events
  • Audit trail captures every automated decision
  • No code-level work to add or modify a billing automation
Process 02

Permits & Inspections

Add custom workflow automation to any permit or inspection type.

Apply purpose-built workflow automation to processing of any type of permit or required inspection. Smart Forms collect the application and payment; routing rules direct it to the right reviewer; approvals trigger work orders for inspectors; certificates are issued automatically on close-out.

Benefits

  • Permit-specific routing rules — no two permit types have to behave the same
  • Auto-generation of inspection work orders on approval
  • Citizen email notifications at every status change
  • Late or stalled permits escalate themselves
  • Online payment built in — applications arrive paid and complete
  • Permanent audit trail per permit
Process 03

License Management

Workflow automation for business, rental property, games of chance, and any other license type.

Set up workflow automations for managing business, rental property, games of chance, or other licenses. Application, review, approval, fee collection, renewal reminders, and revocation are all handled by configurable workflows tied to each license type.

Benefits

  • Different license types follow different rules — no one-size-fits-all
  • Automated renewal reminders kick off ahead of expiration
  • Online applications and payments — no paper to chase
  • Conditional approvals route to the right reviewer
  • Revocation and reinstatement workflows are fully automated
  • All license history sits on the underlying property or business record
Process 04

Pavilion, Room & Park Reservations

Automate facility rentals and pass sales end to end.

Fully automate the facility rental process as well as the sale of pool, parking, or other passes. Real-time availability, online booking, deposit collection, Master Calendar updates, and crew-prep work orders all flow from a single citizen action.

Benefits

  • Citizens reserve 24/7 and pay deposits up front
  • Real-time availability eliminates double-booking
  • Master Calendar updates automatically
  • Setup and inspection work orders generate themselves
  • Confirmation and reminder emails go out without staff effort
  • Pass sales (pool, parking, season) use the same payment flow
Process 05

Automated Move In / Move Out

One change of address triggers process automation across every department.

A single change of address notice from a citizen can trigger process automation across multiple departments. Utility transfers, property records, voter rolls, refuse pickup, and any other affected workflow update themselves — including final bills, deposit refunds, and welcome packets.

Benefits

  • One citizen submission updates every affected department
  • Final bills, deposit refunds, and welcome bills generate automatically
  • Meter pulls and meter sets are scheduled and dispatched as work orders
  • Title companies and sellers self-serve through Smart Forms
  • Automated lien, tax, and code-violation checks before transfer
  • Complete digital audit trail on the parcel record
Process 06

Automated Meter Turn Off / Turn On

Delinquency-driven service interruption and restoration with zero touches.

Automatically halt service when a delinquency threshold is passed; instantly resume service upon payment. Workflow automation reads account balances on a schedule, issues the remote disconnect command to the AMI system, and re-energizes service the moment the payment posts.

Benefits

  • Delinquency thresholds and grace periods are fully configurable
  • Remote disconnect via AMI — no truck rolls
  • Instant reconnect when payment posts to the account
  • Customer notifications go out at every step
  • Audit trail captures every disconnect / reconnect decision
  • Reduces aged receivables without increasing CSR workload
Process 07

Tickets & Citations

Automate violation issuance, payment, and collections from the field forward.

Generate violation notices from a tablet or smartphone, auto-upload to the website for online payment, and (optionally) integrate a license plate reader for hands-free citation issuance. Aging citations escalate themselves with late fees, holds, and notices.

Benefits

  • Officers issue and citizens contest from the field
  • Optional license plate reader integration for hands-free issuance
  • Online payment posted in real time against the citation
  • Late fees, holds, and notices escalate automatically
  • Citation history ties back to the property, vehicle, or business
  • Court-ready reports and exports on demand
Process 08

Digital Work Orders

Automate generation and distribution of recurring work orders.

Automate generation and distribution of recurring work orders — daily, weekly, seasonal, or event-driven. Crew assignments, required materials, route optimization, and close-out reporting are all configurable per work-order type.

Benefits

  • Recurring work orders generate themselves on schedule
  • Crew assignment rules — by skill, route, or availability
  • Required parts and tools auto-attached to each work order
  • Field reporting with photos, voice-to-text, and checklists
  • Labor hours flow to payroll automatically
  • Two-way reporting brings completed work back to the dashboard
Process 09

Preventative Maintenance

Manufacturer-recommended PM tasks that schedule themselves.

Assign routine maintenance tasks based on manufacturer recommendations to keep equipment in service. Spare parts, technician assignments, training videos, and compliance documentation are all linked to each PM cycle.

Benefits

  • PM tasks generate themselves on the manufacturer's schedule
  • Spare parts linked to each task — techs arrive prepared
  • Embedded training videos (optional LMS upgrade)
  • Catches failing equipment before it becomes an outage
  • Compliance records ready on demand for audits
  • Two-way field reporting closes the loop automatically
Process 10

EZ Check Scan

Eliminate paper-check keystrokes entirely.

Never keystroke a paper check again with electronic check processing. A desktop check scanner reads the MICR line, identifies the account, posts the payment, and exports the deposit file to your bank — all without staff intervention.

Benefits

  • MICR-read scanning identifies the account automatically
  • Payment posts in real time
  • Deposit file exports straight to your bank
  • Reduces cashiering errors and reconciliation work
  • No bank runs for paper deposits
  • Image of the check stays attached to the payment record
Process 11

Onsite Sewer Management

Workflow automation for on-site sewer compliance and inspections.

Set up automated workflows to manage on-site sewer compliance and inspections. Parcel-based inventory of every system, lifecycle tracking of inspections and pumping, Smart Forms for registration and repairs, and regulator-ready reporting all run on the same automation engine.

Benefits

  • Parcel-based inventory of every on-site system
  • Lifecycle tracking of inspections, pumping, and repairs
  • Smart Forms for registration, repairs, and DEP documentation
  • Compliance enforcement workflows escalate themselves
  • Citizen communications and optional online payments
  • Regulator-ready reporting on demand
Process 12

Backflow Certification

End-to-end automation for backflow certification and inspection.

Automate the workflows associated with backflow certification and inspection processes. Annual test scheduling, certified-tester routing, online submission of test results, and non-compliance escalation all run on configurable automations.

Benefits

  • Annual test cycles schedule themselves
  • Certified testers submit results online — no paper forms
  • Non-compliant assemblies trigger enforcement workflows
  • Customer notifications go out at every milestone
  • Test history ties back to the meter and the property
  • Regulator-ready compliance reports on demand
Process 13

Smart Meter API Integration

Bring daily reads to customers and automate turn off / turn on procedures.

Set up processes to bring daily read data to your customers and implement auto turn off / turn on procedures. The integration pulls reads from the AMI head-end, surfaces them in the Citizen Action Center portal, and exposes remote disconnect / reconnect commands to delinquency and move-in / move-out automations.

Benefits

  • Daily reads flow into the same database that drives billing
  • Customers see consumption in the Citizen Action Center portal
  • Leak alerts and tamper events surface to CSRs in real time
  • Remote disconnect and reconnect cut truck rolls
  • Faster billing-dispute resolution with timestamped reads
  • Integrates with any AMI / AMR head-end
Process 14

Communication API Integration

Connect OneGov OS to your existing voice and messaging systems.

Interface OneGov OS modules with established municipal voice and messaging systems. Outbound IVR, SMS gateways, mass-notification platforms, and internal radio dispatch can all be wired into automated workflows.

Benefits

  • Use the voice and SMS vendors you already have under contract
  • Outbound IVR notifications driven by account events
  • Mass notifications targeted by route, account type, or geography
  • Internal dispatch and field messaging on the same record
  • Every communication is logged against the citizen or asset
  • No vendor lock-in for messaging
Process 15

Other API Integrations

Connect OneGov OS to any receptive municipal software system.

Integrate OneGov OS modules with any receptive municipal software system to create a seamless environment. Documented REST endpoints expose every record type — accounts, properties, assets, permits, work orders — for bidirectional sync with GIS, finance, HR, dispatch, or analytics platforms.

Benefits

  • Documented REST endpoints across every record type
  • Bidirectional sync with existing line-of-business systems
  • No rip-and-replace of installed vendors
  • Standardized payloads — no per-integration custom development
  • OneGov OS becomes the system of record without forcing migration
  • Audit log captures every API call
Process 16

Freedom of Information Requests

Automated workflows to track, manage, and fulfill FOIA requests.

Establish workflows to track, manage, and fulfill FOIA requests. Citizens submit through Smart Forms; routing rules direct the request to the right department; statutory deadlines are tracked; responses and redactions are logged with a defensible audit trail.

Benefits

  • Citizen-facing Smart Form for FOIA submission
  • Department routing rules based on request type
  • Statutory deadlines tracked with automated reminders
  • Document collection and redaction tied to the request record
  • Citizen receives status updates at every milestone
  • Audit trail of every response, exemption, and timeline event
See it for yourself

See processes in action.

Explore the package tools each process is built on, or book a guided tour where we walk through the workflows that matter most to your operation.