Field Service

Stages

The board's columns. A stage is a label; the workflow decides when a job moves.

The workflow, step by step

Every step is a node in the template. Automatic steps run on their own. The highlighted ones park the job until a person acts.

1. 1Trigger
   Job requestedA customer calls or emails asking for an engineer.
2. 2Automatic
   Confirm the requestEmail to the customer: We've got your request for Site address.
3. 3Checklist
   Schedule the visitDispatch work a coordinator does before anyone travels.Done → step 4
4. 4Automatic
   Confirm the appointmentEmail to the customer: Your appointment for Site address.
5. 5Automatic
   Mark scheduledStage set to Scheduled.
6. 6Approval
   Job finished on site?The engineer closes the visit, or flags that a return is needed.Approved → step 7 · Rejected → step 10
7. 7Automatic
   Send the invoiceEmail to the customer: Invoice for Service at Site address.
8. 8Automatic
   Mark invoicedStage set to Invoiced.
9. 9Resolve
   Close the jobStage set to Closed.
10. 10Automatic
    Tell the customer about the returnThe exception path. A second visit is normal and should be visible.

Automatic runs on its ownChecklist · Approval a personBranch a rule decides

What every job carries

Fields, the people involved, and one of the emails the workflow sends. Change any of it after you create the workspace.

Hi,

Thanks, we've logged your Service request for Site address.

We'll come back shortly with a time.

Service Team