Pipelines and stages: set up how your jobs flow
Create a pipeline, add stages, give each stage default tasks, and decide what customers can see.
A pipeline is a workflow, and its stages are the columns on the Kanban board. A repair pipeline might run Booked in, Diagnosing, Awaiting parts, Ready, Collected. You can have as many pipelines as you like. Pipelines need a paid plan.
Start from a template
The Pipeline Templates gallery has ready-made workflows such as Electronics Repair and Garden Maintenance. Add one to your account and then change it however you like.
Create your own
- Open Pipelines and create a pipeline with a name and optional description.
- Add stages in the order jobs move through them.
- Open the Kanban board from the pipeline to see it.
Pipeline options
- Bench compatible - makes the pipeline available in Bench.
- Allows recurring jobs - lets you attach recurring templates. See Recurring jobs.
- Customer portal - lets customers follow their job on a link. See Share job progress with the customer portal.
Stage options
- Customer-facing label - what customers see instead of the stage name. Your stage might be "Awaiting parts from eBay seller" while the customer sees "Awaiting parts".
- Default tasks - tasks that are created automatically on a job when it enters the stage, so you don't add the same ones by hand each time. A task's completion can be shown or hidden on the customer portal.
- Message on entry - offers to send a template message to the customer when a job enters this stage. See Send messages to customers from a job.
Deleting
Deleting a stage or pipeline asks you to confirm first.