Custom Status Workflows

Custom Status Workflows

Custom statuses allow your team and your customer to know the current stage each job, project, or material list is in. You can even track the amount of time spent in each stage. While custom statuses are an internal tool, you can use them to send automated messages to your customers to keep them in the loop.

Note: Customers will not view material lists, these are internal only.

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Creating Custom Statuses for Jobs

FieldPulse has a default job status workflow. You can customize your job status workflow depending on the job/service you are doing. To do so, begin by clicking Company Settings, then Jobs, and Custom Status.

Here, you can view the default workflow or create a new one by selecting Create Custom Status Workflow.

To create a new job status workflow, begin by creating custom statuses with names, colors, symbols, and types. The type lets you specify if the status relates to time recordings, pauses, or job completions.

Placing a new custom status under Travel Time or In Progress will allow the time spent in this status to be tracked. Only time spent in these two status types will be recorded in FieldPulse.

Once statuses are set, drag and drop them into your custom workflow. Select one as the default for common use. When you have multiple status workflows, you can select the applicable workflow for each job you create.

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Creating Custom Statuses for Projects

You can customize your project status workflow depending on the project/service you are doing. To do so, begin by clicking Company Settings, then Projects, and Custom Status.

FieldPulse provides you with a Default Workflow, but feel free to create and customize your own by clicking the green Create Custom Status Workflow button. To learn more about projects including how to enable them, Project Management Overview.

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Creating Custom Statuses for Material Lists

You can configure your custom material list workflow. To do this, start by clicking on Company Settings, then go to Material List, and select Custom Status.

FieldPulse provides you with a Default Workflow, but feel free to create and customize your own by clicking the green Create Custom Status Workflow button. To learn more about material lists including how to enable them, Material Lists.

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Using Custom Statuses

The default workflow includes the following statuses:

• New: the job has not been started, and no one is on their way.

• On the Way: a service agent is on their way to the job.

• In Progress: a service agent is at the job and has begun work.

• Pending: the job is paused but not yet completed.

• Completed: the job has been completed.

• Canceled: the job has been canceled.

Time Tracking

Selecting any status under the Travel Time type will begin tracking the time spent in this status. Once the status is changed, a new field will appear on the job record documenting the time your team member spent en-route to the job.

Additionally, selecting a status under the In Progress type will also begin time tracking. The job duration iscalculated based on the amount of time the job is in the In Progress status. The clock can be paused at anytime simply by moving it to another status such as Pending.

Automatic Customer Communications

Many businesses utilize automatic triggers with customer communications to send messages to customers. Examples include:

• On the Way triggering a text message to notify the customer a service agent is on the way.

• Completed triggering an email or text message asking for feedback or a review.

To set up automatic triggers based on job statuses for your business, visit the Customer Communications article.

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Video Tutorial

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