Workflow step types

Learn which workflow steps are available and how to use the most common ones.

Workflows support multiple step types.

Each step controls one part of the work order process.

Information steps

Use these steps to show or update existing work order data:

Customer
Work details
Schedule
Resources
Object

Registration steps

Use these steps to add data during the job:

Work description
Internal memo
Comment
Picture
Material
Hour
Free fields

Form and document steps

Use these steps when extra input is required:

Forms
Predefined form
Documents
Email
History
Overview

Completion steps

Use these steps near the end of the workflow:

Work status
Job completed
Signature
Send

Timer steps

Use Start and Stop timer steps to track travel time or working time.

Place them in the correct order so the app can validate them.

Common step examples

Customer

Use the Customer step to let employees verify customer information before work starts.

Depending on device settings, employees may only view this data or edit it.

Picture

Use the Picture step when photos are required.

You can use it for before and after photos, proof of work, or site documentation.

Signature

Use the Signature step to capture customer approval.

This step is often one of the last steps in the workflow.

Send

Use the Send step to finish the workflow and send the work order back to the office.

This step belongs at the end of the sequence.

Choosing the right steps

Choose steps based on the process you want to enforce.

A simple workflow often includes customer details, a timer, materials, photos, a signature, and send.

Frequently asked questions

Can I use the same step type more than once?

Yes.

For example, you can use multiple picture or comment steps.

Do I need every step type in one workflow?

No.

Use only the steps that support your process.

Should every workflow end with Send?