To set yourself up for success, please first review this article where we dive deep into what a workflow is, what key steps/statuses a workflow needs, and what makes a workflow efficient.
In this article, you will find Custom Status Workflows for the three main service types that we see businesses typically offer:
Installation Services
Standard Service Calls (maintenance, general/preventative work)
Emergency Services
Feel free to replicate these workflows in your own FieldPulse account if your business offers any of the services listed above!
To get started, navigate to Company Settings, Jobs tab, then the Custom Status subtab. Remember, these Custom Status Workflows are unique to the job/service record.
If you're ready for more, you can build out Custom Status Workflows for your Projects, Material Lists, and Site Visits.
To learn the ins & outs of Custom Status Workflow set up, click here.
Installation Service Custom Status Workflow
STATUS 1
Status Name: New Opportunity
Type of Status: New
STATUS 2
Status Name: Installation Scheduled
Type of Status: Any
STATUS 3
Status Name: On the Way
Type of Status: Travel Time
STATUS 4
Status Name: Prep & Inspection
Type of Status: In Progress
STATUS 5
Status Name: Install in Progress
Type of Status: In Progress
STATUS 6
Status Name: Testing & Clean Up
Type of Status: In Progress
STATUS 7
Status Name: Install Complete
Type of Status: Any
STATUS 8
Status Name: Invoice Paid & Complete
Type of Status: Completed
STATUS 9
Status Name: Paused
Type of Status: Pending
STATUS 10
Status Name: Canceled
Type of Status: Canceled
Standard Service Call Custom Status Workflow
STATUS 1
Status Name: New Service
Type of Status: New
STATUS 2
Status Name: Service Scheduled
Type of Status: Any
STATUS 3
Status Name: Driving to Service Site
Type of Status: Travel Time
STATUS 4
Status Name: Service in Progress
Type of Status: In Progress
STATUS 5
Status Name: Service Go Back Needed/Required
Type of Status: In Progress
STATUS 6
Status Name: Service Complete
Type of Status: Any
STATUS 7
Status Name: Invoice Paid & Complete
Type of Status: Completed
STATUS 8
Status Name: On Hold
Type of Status: Pending
STATUS 9
Status Name: Canceled
Type of Status: Canceled
Emergency Service Custom Status Workflow
STATUS 1
Status Name: New
Type of Status: New
STATUS 2
Status Name: Emergency Dispatch Scheduled
Type of Status: Any
STATUS 3
Status Name: En Route
Type of Status: Travel Time
STATUS 4
Status Name: On-Site
Type of Status: In Progress
STATUS 5
Status Name: Service Complete
Type of Status: Any
STATUS 6
Status Name: Invoice Paid & Complete
Type of Status: Completed
STATUS 7
Status Name: Paused
Type of Status: Pending
STATUS 8
Status Name: Canceled
Type of Status: Canceled
FieldPulse Pro Tips 🚀
Consider which team member(s) will be responsible for the action items associated with each status.
Would you like to design your workflows on a spreadsheet before building them out in the FieldPulse web app? Click here to download a useful spreadsheet that can help you get started!
Run your business, your way! Preview the recording of our live session on setting up workflow foundations in FieldPulse by clicking here.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.