Mastering Flow Mobile
Pipelines let you track the status of your jobs so that you can manage your workload effectively.
Once you've marked all stages of a job as "complete", Flow will remove the job from your "incomplete" list.
Here's the default 'Asbestos Surveys' pipeline with five stages:
But what if you want to track different information?
With pipelines, tracking this information is easy; we can just add another stage for you. One of the powerful things about pipelines is that we can customise them to your workflow.
Here's the 'Asbestos Surveys' pipeline, but now it's been customised and has six stages instead of five. We've added a new Invoiced stage to track whether the job has been invoiced:
Only the Flow support team can customise pipelines. You'll need to:
2. Tell us what stages you want to add or remove.
There are four possible statuses for each stage;
Unlike stages, statuses are not customisable.
But we've used sensible options, so you shouldn't need to change them.