The job pipeline is a tool that helps organise and manage jobs by dividing them into distinct stages. Each stage represents a specific step in the workflow, providing a clear visual representation of job progress. This structure makes it easier to track jobs, understand their current status, and identify bottlenecks in the process.

Jobs can be effortlessly moved from one stage to another as they progress through their lifecycle. This flexibility allows teams to adapt quickly to changing priorities, ensuring that every job is handled efficiently.

➡️ Profile icon > Settings > Jobs > Job pipelines > View.

➡️ Add new pipeline

Creating a job pipeline template is a step-by-step process shown on the left side of your screen. A progress bar tracks your completion. Click the steps on the left to navigate in order, starting from Step 1. Once a step is complete, click "Next" to save and move on or "Back" to review previous steps. You cannot skip ahead; progress through each step methodically.

Pipeline name: Enter the pipeline name

➡️ Add new stage

In this step, you can add all the required pipeline stages for a job. There are no limits to adding the stages and you can add them with different colors to differentiate between each stage. In addition, you can have an option to enable ‘Rule’ to mark a specific job as ‘Completed’ when it reaches a particular stage.

Key highlights:

For the pipelines, there are 4 different automation techniques available.

There are different actions available for each automation technique, including external communications, internal communications and action blocks. You can prefer any of these actions for the automation process.

External communications:

Typically external communications include the actions of sending emails and SMS to the customers. You can send it to one or more external recipients.

Internal communications:

Internal communications include the actions of sending emails, SMS, In-app notifications, and assigning the scheduled activity for the internal team member(s).

Action blocks:

Action blocks include adding a new job for the customers and sending them a job report via email.

➡️Add new entry automation

This automation is triggered at the moment when a job reaches a specific stage. It is designed to automate tasks that need to happen when a job reaches a new stage in the pipeline.

➡️ Add new exit automation

This automation is triggered when a job moves out of a specific stage. It ensures that any necessary tasks or communications are completed before the job progresses further.

➡️ Add new in stage automation

This automation is designed to perform tasks while a job is in a particular stage. It can run continuously or based on a schedule while the job remains in that stage.

➡️ Add new stage change automation

With this automation, you can change the stage from one to another based on the pre-defined rule.

Once everything is set up, toggle the button to enable the automation. Type 'Activate' and click the Confirm button to enable the process.

You can activate the pipeline immediately or leave it in draft to activate later. To activate a draft pipeline, click Edit, complete the setup, and confirm activation when prompted.

➡️ Customers > Search customer > Add new job

Enter all the required job details and select the pipeline from the drop-down.

You can also add a pipeline while editing a job

➡️ Customers > View job > Edit

You can change the pipeline by editing the job. Even if the job moves to the next stage, you can change the pipeline by editing the job.

Eventually, the added pipeline will be reflected in the job details page.

When the pipeline stage is changed based on automation, and we set up a notification, we will be getting a notification that the pipeline stage is changed.

If we change the stage manually, then it will be only in a timeline.