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Documentation Index

Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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.

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Installation Service Custom Status Workflow

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STATUS 1

  • Status Name: New Opportunity
  • Type of Status: New

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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

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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

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STATUS 9

  • Status Name: Canceled
  • Type of Status: Canceled

​
Emergency Service Custom Status Workflow

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STATUS 1

  • Status Name: New
  • Type of Status: New

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STATUS 2

  • Status Name: Emergency Dispatch Scheduled
  • Type of Status: Any

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STATUS 3

  • Status Name: En Route
  • Type of Status: Travel Time

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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.