You can edit the Step Descriptions for the Job Status's that display in the Workflow Guide / Cheat Sheet.

Step 1:  Navigate to the Job Details Page in Settings

Step 2:  Navigate to the Job Status Section

Step 3:  Select and Click Edit the Job Status

Step 4:  If the Job Status relates the Technician, please complete 1a and 1b

Step 5:  If the Job Status relates to the Scheduler, please complete 2a

Step 6:  Click Save to commit the changes

Step 7:  Check everything looks OK

Select the Workflow Guide link to display the current Workflow Guide


If you have configured Triggered messages on Job Status change, these will automatically get picked up in the Workflow Guide.

Related Article:  Triggering Emails on Job Status Changes

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