Set up a workflow

You can create workflows to define a series of steps for your jobs, ensuring consistency and guiding your team.

Create a new workflow

Note: Creating new workflows is restricted to administrators with the Workflows feature enabled.

1. Click Workflows in the sidebar under "Operations".
2. Click Create new workflow.
3. Enter a Workflow Name at the top of the page.
4. Configure the first step in the Step Settings Panel on the right:
   • Enter a Step Name.
   • Toggle Required if the step must be completed.
   • Toggle Auto Complete to automatically complete the step when active.
   • Operator and Client actors are now always created when a workflow is generated. You can select an Assignee from Operator, Client, Order Creator, or Installer. If a client's name is not provided, a generic 'Client' label will be displayed in workflow actor lists. Dispatch organizations can now be filtered by contractor tags when configuring actor selection for workflow steps. If you are using custom workflow actors, note that they cannot be of type 'Owner' or 'Client', and their slugs must be unique and cannot be 'owner' or 'client'.
   • Check Visibility for roles that can view the step (e.g., Operator, Client, Installer).
   • OfferPay and OfferPayout steps can now automatically skip if the payment or payout is already settled.
   • A new Dispatching step type is available for routing orders to installers.
   • Workflow notifications now correctly display the actor's name.
   • Offer prices within workflow steps are hidden for users with the 'Limited' role.
   • On the workflow timeline, the active step is now highlighted with distinct colors for improved visibility.
   • The rating step is hidden for organizations that do not create orders.
5. Add a detailed description or instructions for the step in the central content area. You can now also create custom fields directly from the editor's variable picker.
6. Click Save draft to save your changes or Publish to make the workflow live. Unsaved draft changes are automatically saved before publishing. Workflow drafts no longer fail due to orphaned step dependencies, ensuring a smoother drafting process.

Related articles

• Add steps to a workflow
• Configure booking workflow steps

Need help? Contact Installer.com support.