> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Workflow Foundations

> Copy ready-made Custom Status Workflows for installations, standard service calls, and emergency jobs straight into your account.

<Note>
  To set yourself up for success, please first review [this article](/features-add-ons/clearpath/understanding-workflows-in-fieldpulse) where we dive deep into what a workflow is, what key steps/statuses a workflow needs, and what makes a workflow efficient.
</Note>

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](/using-fieldpulse/project-management/project-management), [Material Lists](/using-fieldpulse/material-lists/material-lists), and [Site Visits](/using-fieldpulse/work/site-visits).

<Note>
  To learn the ins & outs of Custom Status Workflow set up, [the custom status workflow setup guide](/using-fieldpulse/work/custom-status-workflows).
</Note>

***

# Installation Service Custom Status Workflow

<img src="https://mintcdn.com/fieldpulse/5vBkBwKkjM33v_A9/static/images/_api/12260142-setting-up-workflow-foundations/01.png?fit=max&auto=format&n=5vBkBwKkjM33v_A9&q=85&s=4e92342239c3aa9c05837d9e49d11021" alt="Custom status workflow example for an Installation Service" width="2712" height="134" data-path="static/images/_api/12260142-setting-up-workflow-foundations/01.png" />

## 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

<img src="https://mintcdn.com/fieldpulse/5vBkBwKkjM33v_A9/static/images/_api/12260142-setting-up-workflow-foundations/02.png?fit=max&auto=format&n=5vBkBwKkjM33v_A9&q=85&s=3391dd1e550150d25e6870c0f28f80f9" alt="Custom status workflow example for a Standard Service Call" width="2700" height="158" data-path="static/images/_api/12260142-setting-up-workflow-foundations/02.png" />

## 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

<img src="https://mintcdn.com/fieldpulse/5vBkBwKkjM33v_A9/static/images/_api/12260142-setting-up-workflow-foundations/03.png?fit=max&auto=format&n=5vBkBwKkjM33v_A9&q=85&s=72575015faf3f4961085c9afa8dbfccd" alt="Custom status workflow example for an Emergency Service" width="2198" height="162" data-path="static/images/_api/12260142-setting-up-workflow-foundations/03.png" />

## 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? [a downloadable workflow planning spreadsheet](https://docs.google.com/spreadsheets/d/1T7Sw99CGnGWJ4VxKDgAUqFDhvQah_qpca6yQ6lfxv1Y/copy?gid=1649040090#gid=1649040090) 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](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-setting-up-workflow-foundations-in-fieldpulse).

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*