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Advanced Job Status Workflow and Conversion Tracking

Feature Request
I want a single "Job Status" field with specific stages (PC/Lead, Follow-up, Job Booked, Job Confirmed, Cancelled, Job on Schedule, Job Cleaned + Collected, Job Cleaned + Uncollected, QC + Rebook). I need different team members to be able to update the stage they own, and the system should allow the job to move forward or backwards (e.g., moving back to "Job on Schedule" for touch-ups). Crucially, I need to track leakage through the funnel with specific conversion points like PC/Lead -> Job Booked, Callback rate, and QC -> Rebook rate, either natively in a dashboard or via an API that syncs this status data to external tools.
Posted by Gahan Webster ·
Status: Completed1 comment

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Comments1

  • Noah Sanches

    Team•

    Mar 5

    We support this through creating custom pipelines on the pipelines page on desktop! Additionally, to have the data be tracking appropriately, will need to add workflows for tags to be added to the job as it moves through the sequence. Would then need to build dashboard for measuring these tags on the analytics tab. Our team will be recording more indepth videos for this soon for reference