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Project Workflow
Define step-by-step workflows for each service type. Assign roles, set triggers, and control job progression.
Service Type
Workflow
0 stepsNo steps defined. Click “Add Step” to start building this workflow.
Required Core Dates
Every workflow must have steps that punch all core dates to progress jobs through stages. You cannot save without full coverage.
Date Arrived On-Site
Date Work Authorization Signed
Date Production Started
Date Majority Completed
Date Production Completed
Date COC Signed
Date Final Invoice Sent
Date Paid
Date Closed
Required Roles for
These roles must be assigned on every project for the workflow to function