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Customise your job statuses to your business
Customise your job statuses to your business

Every business is different. FieldInsight allows you to create your own personal job statuses to suit your business and industry

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

When you first come to FieldInsight your account will be set up with some default statuses. These might not be right for your business. No problem, you can change them.

You can edit existing statues (e.g., change the name) or you can create one from scratch.

Editing the existing job status

  1. Open the Job navigator from the menu on the left

Or click on the Cog Button → Settings → Workflows (at the top of the page).

2. From the Workflow drop-down select a workflow the status you want to edit belongs to.

3. Open the job status by clicking on it

4. Add in the new details

5. Hit save and your status has now been updated.

Creating a new status from scratch

  1. Open the Job navigator from the menu on the left

Or click on the Cog Button → Settings→ Workflows (at the top of the page).

2. Click the + Job status button

3. Fill in any of the details of the job status.

*HINT: By default all statuses are assigned to the Service workflow.

4. Hit save and your status has now been created

5. You can move the status up and down by clicking on the 6 dot button and drugging and dropping it in the order you want the statuses.

That is as easy as it is to start customise FieldInsight to suit your business.

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