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Join us as we discuss:
- The problem ClearPath solves: Missed status updates, skipped forms, inconsistent job completion, and techs digging through cluttered screens to find the right template or button.
- What ClearPath is: A guided experience layer that sits on top of your existing Custom Status Workflows, giving you — the business owner or admin — control over exactly what technicians see and do at every step of a job.
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The three layers of ClearPath:
- Custom Status Workflow (The Blueprint): The high-level statuses that define how a job moves from start to finish.
- Status Action Flow (The Steps): Numbered instructions and custom action buttons that tell techs exactly what to do at each status.
- Focus View (The Guided Experience): The clean, distraction-free mobile screen techs see, with widgets you choose and order.
- Ready-made ClearPath templates: Standard Service Call, Installation, and Emergency Service — pre-built flows you can have imported straight into your account by reaching out to support.
- Live demo: Building a Status Action Flow for a “Driving to Site” status from scratch — writing instructions, adding action buttons, enabling Focus View, and attaching the finished flow to a job.
- Best practices for ClearPath success: Starting with your workflow foundation, writing instructions before buttons, turning off manual status changes, keeping Focus View clean, naming buttons in your team’s language, and attaching flows to Job Templates to scale.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.