Job Pipelines provide a visual and structured way to track job progress from start to finish. They allow teams to define custom workflows by breaking down the job lifecycle into stages. Pipelines help improve consistency, provide clearer visibility of job status, and support automation. The availability and functionality of Pipelines vary depending on your plan.
A pipeline is a structured workflow made up of stages that a job moves through from creation to completion. Each pipeline can be tailored to match different types of work.
Go Paperless Plan
Go Paperless Plan
Accounts on the Go Paperless plan do not have access to Job Pipelines. Instead, users can define Job Stages that are manually applied to each job. These stages appear in the Job Dashboard and on the mobile app, allowing engineers to update progress manually.
Although Pipelines aren’t available, the Job Stages still provide a basic workflow structure. Jobs can be filtered and sorted by their stage in the dashboard.
Customer Journey Plan +
Customer Journey Plan +
The Customer Journey plan includes access to full Pipeline functionality. This means users can define multiple Pipelines, each with its own set of Job Stages. Pipelines are linked to jobs through the Job Description field. When a job is created using a specific description, the matching Pipeline is applied automatically.
Key Features:
Create custom Pipelines from Settings > Job Management > Job Pipelines
Assign Pipelines to specific Job description templates
Configure stages to indicate when a job should be marked complete
Link Job views to Pipelines for automatic filtering
Setting Up a Job Pipeline
To create a new Pipeline, follow the setup wizard:
➡️ Go to Settings > Job Management > Job Pipelines
Click Add Pipeline
Step 1 – Basic Info:
Enter a clear name for your Pipeline
Optionally assign a colour to visually identify it in the Job Dashboard
Step 2 – Add Stages:
Create stages that represent the job lifecycle (e.g., Booked, In Progress, Completed)
Use the drag-and-drop handles to reorder stages as needed
Tick the box next to the stage that should mark the job as complete. When a job reaches this stage, it will automatically be considered completed by the system. This can also trigger actions like invoice generation or closure workflows, depending on your configuration.
Click Save to finalise the setup
You can edit or delete Pipelines at any time from the Pipelines page.
Best Practices and Tips
Use consistent naming conventions for stages across Pipelines
Limit the number of stages to those truly needed for tracking
Clearly define which stage marks a job as complete
Use icons and colours to help visualise progress in the Job Dashboard
Link Pipelines to Job Descriptions for automatic assignment during job creation
Assigning a Pipeline to a Job
Pipelines can be assigned either manually or automatically depending on your workflow preferences.
Manual Assignment
You can manually assign a pipeline to a job either when creating it or editing an existing job.
Assign During Job Creation
➡️ Go to Customers > Search customer > Add new job
Fill in the required job details
Select the desired Pipeline from the Pipeline dropdown menu
Assign While Editing a Job
➡️ Go to Customers > View job > Edit
In the edit screen, select the Pipeline from the dropdown
You can edit the assigned Pipeline until the job is marked as completed
Automatic Assignment
Pipelines can also be automatically assigned to jobs by linking them to Job Descriptions. When a user selects that description during job creation, the associated Pipeline will be automatically applied.
➡️ Go to Settings > Jobs > Job description templates
Click Add new to create a job description or Configure to edit an existing one
In the Default job values section, scroll to the Pipeline dropdown
Select the appropriate Pipeline
Click Save
This ensures consistency and saves time when creating jobs using common templates.
Using Pipelines in the Job Dashboard
In the Job Dashboard, Pipelines help you:
Automatically categorise jobs into relevant Job Views based on their stage and Pipeline. If a Job View has been set to filter by Pipeline or Stage, any job assigned to that Pipeline will automatically appear in the matching Job View.
Track the current job stage and update it when progress is made
View which stage is marked as "Job Completed" and understand how it impacts invoicing or closure
When a job stage that is marked as ‘complete’ is selected, the job is marked as finished. This can also trigger invoice generation if enabled.
FAQs
FAQs
Q: What is the difference between Job Stages and Job Pipelines?
A: Job Stages represent individual steps in a job's lifecycle. Pipelines are workflows made up of these stages and are only available on the Customer Journey plan.
Q: How do I assign a Pipeline when creating a job?
A: You can manually select a Pipeline from the dropdown when creating a new job. Go to Customers > Add Job, then choose the appropriate Pipeline before saving.
Q: Can I change the Pipeline after a job is created?
A: Yes, you can edit an open job and select a different Pipeline until the job is marked as complete.
Q: How do I automatically assign a Pipeline to a job?
A: Link a Pipeline to a Job Description in Settings > Jobs > Job Descriptions. When this description is selected during job creation, the Pipeline will be applied automatically.
Q: What happens when a job reaches a ‘completed’ stage in a Pipeline?
A: The job is marked as complete. If enabled, this can trigger actions such as invoice generation or sending of the Job report.
Q: Can I use Pipelines on the Go Paperless plan?
A: No, Pipelines are only available on the Customer Journey plan. Go Paperless users can use Job Stages instead.
Learn More
For a full walkthrough on Pipelines, including how they work in the Job Dashboard and mobile app, check out our Academy course: Job Dashboard (available via your profile icon).