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Understanding Workflow Stages

Every job in Pipeline follows a workflow - a defined sequence of stages that the job progresses through from creation to completion.

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What Are Workflow Stages?

Workflow stages represent the key milestones in a job’s lifecycle. Common stages include:
  • Pending - Job has been created but not yet actioned
  • Pricing - Quote or estimate is being prepared
  • Stock - Materials are being allocated or ordered
  • Scheduling - Job is being scheduled for a site visit
  • In Progress - Work is being carried out
  • Completed - Work has been finished
  • Invoiced - Invoice has been sent to the customer
The exact stages depend on the workflow type selected when the job was created. Your administrator configures these in Settings.

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Stage Indicators

Screenshot: A job detail page header showing the workflow stage tabs along the top, with the current stage highlighted and completed stages showing checkmarks.
On the Dashboard, the Pipeline Matrix groups jobs by their current stage (columns) and status colour (rows). Each cell shows a colour-coded count:
  • Green - On track, no issues
  • Amber - Warning, approaching a deadline or requires attention
  • Red - Overdue or a problem has been identified
  • Purple - Critical priority

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Moving Between Stages

Jobs advance through stages as tasks are completed or as you manually update the workflow. Some transitions happen automatically (e.g., completing all tasks at a stage may advance the job), while others require manual action.

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Viewing Stage Progress

On the job detail page, tabs correspond to workflow stages. The current stage is highlighted, and completed stages show a checkmark. You can review the work done at each stage by clicking the relevant tab.