> ## 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.

# 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.

> **Who uses this:** Administrators build Custom Status Workflows in **Company Settings**, a section only the Administrator role can view; the whole team then sees a job's current stage from its status. **Availability:** All regions.

A Custom Status Workflow is the set of statuses a [job](https://www.fieldpulse.com/features/job-management) moves through in FieldPulse, from the first call to a paid invoice. This page holds three ready-made workflows for the three service types businesses most often offer — installation services, standard service calls, and emergency services. Replicate any of them in your own FieldPulse account, then adjust the statuses to match how your business runs that service.

## Overview

Each blueprint below is one complete Custom Status Workflow, listed in the order the statuses run, with the status type each one uses. Build them in **Company Settings**, on the **Jobs** tab, under the **Custom Status** subtab. These Custom Status Workflows are unique to the job/service record.

The status type is what tells FieldPulse how to treat a status — whether it relates to time recording, a pause, or a completion.

<Note>
  To set yourself up for success, first read [Workflow Design Overview](/jobs/workflows/designing-your-workflow), which covers what a workflow is, the key steps and statuses a workflow needs, and what makes a workflow efficient.
</Note>

<Note>
  Build each workflow in the [Custom Status workflow builder](https://webapp.fieldpulse.com/administration/company/service/custom-status) — create each status with a name, color, symbol, and type, drag the statuses into the order you want, and select one workflow as the default.
</Note>

## Installation service workflow

Use this blueprint for jobs that need a systematic setup, from the first opportunity through a paid invoice.

| **Order** | **Status name** | **Status type** |
| - | - | - |
| 1 | New Opportunity | New |
| 2 | Installation Scheduled | Any |
| 3 | On the Way | Travel Time |
| 4 | Prep & Inspection | In Progress |
| 5 | Install in Progress | In Progress |
| 6 | Testing & Clean Up | In Progress |
| 7 | Install Complete | Any |
| 8 | Invoice Paid & Complete | Completed |
| 9 | Paused | Pending |
| 10 | Canceled | Canceled |

The screenshot below shows this workflow in a sample account, where a few statuses have slightly different names (Installation Schedule, On the Road, Pending). Name your statuses however suits your team.

<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="The Installations custom status workflow in Company Settings, showing its statuses in order as colored chips - New Opportunity, Installation Schedule, On the Road, Prep & Inspection, Install in Progress, Testing & Clean Up, Install Complete, Invoice Paid & Complete, Pending, and Canceled - each with an edit and a remove icon" width="2712" height="134" data-path="static/images/_api/12260142-setting-up-workflow-foundations/01.png" />

## Standard service call workflow

Use this blueprint for maintenance and general or preventative work.

| **Order** | **Status name** | **Status type** |
| - | - | - |
| 1 | New Service | New |
| 2 | Service Scheduled | Any |
| 3 | Driving to Service Site | Travel Time |
| 4 | Service in Progress | In Progress |
| 5 | Service Go Back Needed/Required | In Progress |
| 6 | Service Complete | Any |
| 7 | Invoice Paid & Complete | Completed |
| 8 | On Hold | Pending |
| 9 | Canceled | Canceled |

The screenshot below shows this workflow in a sample account, where step 5 is named simply Service Go Back. Name your statuses however suits your team.

<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="The Standard Service Call custom status workflow in Company Settings, marked as the Default workflow, showing its statuses in order as colored chips - New Service, Service Scheduled, Driving to Service Site, Service in Progress, Service Go Back, Service Complete, Invoice Paid & Complete, On Hold, and Canceled" width="2700" height="158" data-path="static/images/_api/12260142-setting-up-workflow-foundations/02.png" />

## Emergency service workflow

Use this blueprint for work that needs a quick response, which often means fewer statuses.

| **Order** | **Status name** | **Status type** |
| - | - | - |
| 1 | New | New |
| 2 | Emergency Dispatch Scheduled | Any |
| 3 | En Route | Travel Time |
| 4 | On-Site | In Progress |
| 5 | Service Complete | Any |
| 6 | Invoice Paid & Complete | Completed |
| 7 | Paused | Pending |
| 8 | Canceled | Canceled |

<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="The Emergency custom status workflow in Company Settings with a Set as default link beside its name, showing its statuses in order as colored chips - New, Emergency Dispatch Scheduled, En Route, On-Site, Service Complete, Invoice Paid & Complete, Paused, and Canceled" width="2198" height="162" data-path="static/images/_api/12260142-setting-up-workflow-foundations/03.png" />

## Tips

* **Decide who owns each status.** Consider which team member or members are responsible for the action items attached to every status before you put a workflow in front of your team.

* **Plan the workflow on a spreadsheet first.** Use the [workflow planning spreadsheet](https://docs.google.com/spreadsheets/d/1T7Sw99CGnGWJ4VxKDgAUqFDhvQah_qpca6yQ6lfxv1Y/copy?gid=1649040090#gid=1649040090) to design your workflows before you build them in the FieldPulse web app.

* **Watch the session recording.** [Video walkthrough: setting up workflow foundations in FieldPulse](https://www.loom.com/share/7bffd3957c8e4f8999b5b3fc3039a3dc) records the FieldPulse360 live session on building these workflows.

<Frame>
  <iframe src="https://www.loom.com/embed/7bffd3957c8e4f8999b5b3fc3039a3dc?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

## Notes & limitations

* **Other record types have their own workflows.** Projects, material lists, and site visits each carry their own Custom Status Workflows: build project workflows under **Company Settings > Projects > Custom Status**, and material list workflows under **Company Settings > Material Lists > Custom Status**. See [Project Management Overview](/jobs/projects/overview), [Material Lists Overview](/inventory-materials/material-lists/material-lists), and [How to Add Site Visits](/jobs/jobs-tasks/site-visits).

* **One workflow is the default.** When you have several status workflows, select the applicable workflow on each job as you create it.

* **Only two status types record time.** FieldPulse records time only while a job sits in a status typed **Travel Time** or **In Progress**.

## FAQs

**Where do I set up the example workflows?**

Go to **Company Settings** > **Jobs** > **Custom Status**, then adapt one of the blueprints on this page.

## Still need help?

Reach the [FieldPulse support team](https://www.fieldpulse.com/company/contact-us) at [support@fieldpulse.com](mailto:support@fieldpulse.com) or through the chat feature in the bottom-right corner of your screen.

## Related articles

* [Workflow Design Overview](/jobs/workflows/designing-your-workflow)
* [How to Create a Job](/jobs/jobs-tasks/creating-a-job)
* [Setting Up ClearPath Status Action Flows](/jobs/workflows/clearpath/status-action-flows)
* [Setting Up Custom Estimate & Invoice Status Workflows](/estimates-invoices/creating/status-workflows)
* [Project Management Overview](/jobs/projects/overview)
* [Material Lists Overview](/inventory-materials/material-lists/material-lists)
* [How to Add Site Visits](/jobs/jobs-tasks/site-visits)


## Related topics

- [ClearPath Overview](/jobs/workflows/clearpath/overview.md)
- [Workflows](/jobs/workflows/index.md)
- [Workflow Design Overview](/jobs/workflows/designing-your-workflow.md)
- [Projects vs. Jobs vs. Site Visits Details](/jobs/projects/projects-vs-jobs-vs-site-visits.md)


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