What is ClearPath?

With ClearPath, you, as a business owner, can customize the instructions and actions available to your technicians during each step of their workflow. This ensures that technicians will no longer question what to do or where to go within the app; everything they need will be on one main screen.

Why is this important?

Save Time: By having all necessary information in one place, technicians can complete jobs more quickly.
Consistency: By taking the time to set this up, you ensure that every job is completed to your standard of service, regardless of which technician is assigned. This consistency contributes to a more positive experience for your customers.
Easier Training: Your technicians will find it simpler to learn the platform, making onboarding and adoption much smoother.

FieldPulse offers powerful functionality and flexible workflows, but we know that this complexity can sometimes confuse technicians in the field. As a business owner, it’s natural to worry about mistakes or uncertainty about what actions to take. Every missed detail can lead to inefficiencies.

ClearPath is here to help. It gives you control and clarity, allowing you to create Custom Status Workflows that fit your specific business needs. You can design Status Action Flows for each service you offer, ensuring that your operations run smoothly.

With ClearPath, you can trust that essential tasks will be handled effectively—like filling out forms, sending reminders, and documenting proof of work with photos.

Investing time to set up ClearPath will lead to improved efficiency, fewer errors, and a better experience for both your team and your customers.

Overview of Key Components

This release enhances the Custom Status Workflows that you have created, allowing for more tailored and efficient service delivery.

Custom Status Workflows (The Blueprint)

Description: Define the high-level Statuses common to a type of work you perform.

Benefits: Your Custom Status Workflows serve as a foundational blueprint that can be further detailed with Status Action Flows, enabling you to specify the exact actions and instructions required for each Status (step) of your Custom Status Workflow.

🚀 FieldPulse Pro Tips:

If you are new to workflows or looking to improve the efficiency of your existing workflow, please review this resource.
Create individual workflows for each type of service your business offers. If you need inspiration to get started, check out these three common workflows that businesses using FieldPulse often implement by clicking here.

Custom Status Workflow Example

Status Action Flows (The Steps)

Description: These flows guide technicians through each status with clear, tailored actions specific to the job or service. They can be as simple or complex as you need them to be, ensuring that every technician knows exactly what to do during each step of the workflow.

Benefits: Providing clear instructions and Action Buttons for each status helps eliminate errors and confusion for your team.

🚀 FieldPulse Pro Tip:

If your business offers various installation services—such as Water Heater, Sewer Line, and Faucet installations—you can create separate Status Action Flows for each type of service/job. Each flow will use the Installation Custom Status Workflow as a blueprint, allowing you to specify the necessary details for each job, including specific forms to be filled out and any safety or regulatory measures that apply to that particular service.

Where to Create Status Action Flows

Status Action Flow Examples

Action Buttons

Description: Quick-tap buttons allowing your technicians to complete tasks without navigating multiple screens.

Benefits: Streamlines workflow, making it more efficient with up to 27 unique actions per status.

🚀 FieldPulse Pro Tip:

You can add 0 to 10 custom-labeled buttons per status. Use terminology that is easy for your team to understand. For example, instead of labeling a button as 'Fill out Custom Form,' you could use 'Complete Install Checklist.'

27 Unique Action Buttons to Utilize

Status Instructions

Description: Clearly outline what you would like your team to do during each Status (step) of your workflow.

Benefits: This provides your team with clarity on expectations.

🚀 FieldPulse Pro Tip:

List instructions in numerical order for easy reference

Example Status Instructions

Focus View (The Guided Experience)

Description: Customizable, mobile-first view designed with your service techs in mind.

Benefits: Give your service techs guard rails to ensure jobs are completed with your standard of service every single time.

🚀 FieldPulse Pro Tip:

Customize the view to show only relevant information for each Status for each job.

Focus View Example - Techs See Everything They Need, Nothing They Don't

Widgets

Description: Unlike Action Buttons, Widgets are exclusive to the Focus View screen. They display relevant job details in an easy-to-read format. You can select and order widgets.

Benefits: Up to 31 unique widgets are available. Widgets can be added, removed, and reordered to ensure your techs see everything they need, nothing they don’t.

🚀 FieldPulse Pro Tips:

Our best practice recommendation is at minimum to always include the following widgets in this order: Job Title, Job Status, Status Instructions, and Action Buttons. Action Buttons should always be positioned towards the bottom, as it’s easier to click them with your thumb when they are lower on the screen.

Widget Configuration Example

Use the Mobile Preview feature located on the right side of your screen when choosing which widgets you want to display for your team. Please note that the Mobile Preview does not update with any information you have entered. Instead, it serves as a mock-up to demonstrate how the screen will appear to your team members.

Mobile Preview Example

Action Buttons, Status Instructions, and Focus View can be utilized independently or in tandem with one another.

Need-to-Knows for Configuring Your

Status Action Flows

Display Action Menu Toggle

If this toggle is on, your team members will have access to the green Actions button. If this is off, your team will only have access to the specific Action Buttons you have strategically selected.

Ability to Change Status Toggle

If this setting is on, your team members can manually change the status of the job. If it is off, your team members cannot move the status forward manually and must use the designated button(s) to advance or pause the job.

Restrict User Access to Focus View Only Toggle

If this toggle is on, your team members will not be able to navigate away from the Focus View that you have set up for each Status of your workflow. This view simplifies the interface, reducing distractions and allows your team to focus on key tasks.

Using Your Status Action Flows

Once you have configured your Status Action Flows, you can add them to Job records and Job templates. To do this, follow these steps:

When creating a new Job record or Job template, start by selecting the Custom Status Workflow you want to utilize.
1. After you make this selection, an additional field for Status Action Flow will appear.
In this field, you can choose the specific Status Action Flow that will guide your team in successfully completing the Job.

Please note that only the Status Action Flows associated with the Custom Status Workflow you selected will be available in the dropdown menu for you to choose from.