Workflow Design Overview
Map the statuses each service moves through, then build that plan in FieldPulse as a Custom Status Workflow your office and field teams both follow.
Custom Status Workflows
Build status stages for jobs, projects, and material lists to track time in each phase and trigger customer updates.
Workflow Blueprint Details
Copy a ready-made Custom Status Workflow into FieldPulse for installation jobs, standard service calls, or emergency work, then adjust the statuses.
ClearPath
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