Arrive workflow templates are structured forms with questions designed to gather essential feedback when an engineer arrives at a job. They include customizable questions and formats, making data collection more efficient and enabling insightful analysis. These templates are available in the "Arrive questions" section when creating an opportunity.
View Setting
➡️ Profile Icon > Settings > Opportunities > Arrive Workflow Templates > View
Adding an Arrive Workflow Template
➡️ Click Add Opportunity Arrive Workflow Template.
Enter the Description Name.
Click Save.
Configuring Arrive Workflow Template
➡️ Click Configure
Mobile experience
Signature on arrival
Choose one of the options based on your needs.
No – The customer does not need to sign when the salesperson leaves the property.
Yes – The customer is required to sign when the salesperson leaves the property.
Click Save.
Questions
Create template questions: Use drag-and-drop to add the inputs and build out the template.
Add New Page: Enter the "Page Type" and "Page Name"
Additional Settings: Utilize "Options," "Defaults," or "Dependencies" to input related information.
Click Save.
Template Builder
In step 2 questions above you need to build out your questions for the template below are some further details on the input types and options you have available.
Configuring Questions
Add New Section: Use sections to organize specific question groups. You can also set dependencies within sections (note: pages cannot have dependencies).
Example: Create a “Customer Information” section with questions like “Is there an additional contact we should be aware of?”
Question Input Types
Input: Basic text input.
Number: Numeric input.
Text Area: Large text entry area.
Date: Date picker.
Time: Time entry.
Checkbox/Radio/Dropdown: Multiple choice options.
Signature: Signature capture.
Photo: Photo attachment (limit max photos).
Preset Inputs: e.g., Yes/No, Yes/No/N/A.
Configuring Additional Input Settings
Measurements: Specify units like cm, kg, °C.
Defaults: Set commonly selected answers as defaults.
Validations: Use regex for input validation (e.g., email, custom patterns).
Dependencies: Triggered questions based on prior answers (e.g., "Is there mold damage?" with dependent follow-up if “Yes” is selected).
Maximum Number of Photos: Only for photo inputs, with a max of 3.
To ensure smooth syncing, limit photo uploads to a maximum of 10 photos per template.
Managing Arrive Workflow Templates
Downloading a Arrive workflow template
➡️ Click Download > Click to save a .zip file to your computer.
Cloning an Arrive workflow template
➡️ Click Clone > Type "clone" > Click Clone
Editing a Arrive workflow template
➡️ Click Edit > Amend > Click Save
Deleting a Arrive workflow template
➡️ Click Delete > Type "delete" > Click Delete