Job pipelines help you standardise workflows by breaking jobs into clear, trackable stages. This gives you full visibility of every job's progress, ensures consistency across your team, and helps automate routine updates, saving time and reducing admin.
What plan are job pipelines available on?
What plan are job pipelines available on?
Plan Name | Client Region | Plan Includes Job Pipelines |
Legacy Plans | All | No |
Go Paperless | UK | No |
Customer Journey | UK | Yes |
Automation | UK | Yes |
-------------- | -------------- | -------------- |
All-in-One | US | No |
Customer Journey | US | Yes |
Field Automation | US | Yes |
🎓 Want more training?
For further training on configuring job pipelines, check out our Advanced job dashboard course in the Commusoft Academy.
How to access the job pipelines setting
➡️ Go to your Profile icon → Choose Settings → Locate Job settings in the Categories menu → Click View next to Job pipelines
How to create a new job pipeline
The system guides you through a setup wizard to set up your pipeline, stages, and job descriptions.
➡️ Click Add new pipeline
Basic details: Enter a name in the Pipeline name field to identify the workflow (e.g., "Boiler Installation" or "General Service") and click Next.
Pipeline stages: Define the specific steps a job must pass through.
Click Add new stage and enter a Stage name (e.g., "Parts Ordered").
Select a Colour to visually identify this stage in diaries and schedules.
Tick Enable this rule to automatically complete the job when it reaches this stage only if this stage signifies the job is finished.
This setting applies to both web and mobile users. Once triggered, the job is marked complete and any automatic invoicing rules will fire. Use clear naming and training for implementing job stages so both mobile and web users understand that selecting this stage finalises the job.
Click Save and repeat for all required stages. You must have at least two stages.
Job descriptions: Optionally link this pipeline to specific job descriptions. When a user selects that description for a new job, this pipeline will apply automatically.
Click Save:You will be prompted to activate the pipeline immediately or save it for later.
To activate the template, type 'Activate' in the box and click the Activate button.
To return to the template later, leave the box empty and click Save as draft.
Job pipelines can also be assigned directly in a Job description template.
If you configured a stage to automatically complete the job, this rule applies to both web and mobile users. Once triggered, the job is marked complete and any automatic invoicing rules will trigger.
Use clear naming andimplementation training so that mobile and web users understand that selecting this stage finalises the job.
How to edit a job pipeline
You can modify an existing active or draft pipeline at any time, including adding new stages or changing linked job descriptions.
Click Edit in the Actions column next to the pipeline you want to change.
Navigate through the wizard steps to make your updates.
Click Save on the final step to apply your changes.
If the template is in draft status, either activate it or save as a draft for further edits later.
How to delete a job pipeline
The options for removing a job pipeline depend on whether it has been used on any jobs.
➡️ Under the Actions column for the desired pipeline, click Delete.
Delete the pipeline: The pipeline has not yet been used on any jobs and can be fully deleted from the system.
In the confirmation box, type 'delete'.
Click the Delete button to permanently remove the pipeline.
Archive the pipeline: If a pipeline has been used on any jobs, it cannot be permanently deleted. Instead, it must be archived to maintain data integrity.
In the confirmation box, type 'archive'.
Click the Archive button.
Once archived, the pipeline will no longer be visible in your active list.
Deleting or archiving a pipeline is an irreversible action.
What's next?
Now that your pipelines are ready, you can optimise how they appear for your team. Check out these guides to get the most out of your setup:
Configure job views: Customise the look of your job dashboard, including view types and job card designs.
Understanding the job dashboard: Learn how to navigate the dashboard and manage jobs day-to-day.
Common questions
What is the difference between job stages and job pipelines?
What is the difference between job stages and job pipelines?
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.
How do I assign a pipeline when creating a job?
How do I assign a pipeline when creating a job?
You can manually select a Pipeline from the dropdown when creating a new job.
Can I change the Pipeline after a job is created?
Can I change the Pipeline after a job is created?
Yes, you can edit an open job and select a different Pipeline until the job is marked as complete.
Can I use pipelines on the Go Paperless plan?
Can I use pipelines on the Go Paperless plan?
No, pipelines are only available on the Customer Journey plan. The Go Paperless plan has access to the Job stage feature.
Can you stop mobile users changing the job stage?
Can you stop mobile users changing the job stage?
No, when a user leaves an appointment in the mobile app they will be asked which stage to move the job to. Ensure mobile users receive internal training on how you want them to action the job stage when leaving appointments in the mobile app.
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