Advanced Job Status Workflow and Conversion Tracking

I want a single "Job Status" field with specific stages (PC/Lead, Follow-up, Job Booked, Job Confirmed, Cancelled, Job on Schedule, Job Cleaned + Collected, Job Cleaned + Uncollected, QC + Rebook). I need different team members to be able to update the stage they own, and the system should allow the job to move forward or backwards (e.g., moving back to "Job on Schedule" for touch-ups). Crucially, I need to track leakage through the funnel with specific conversion points like PC/Lead -> Job Booked, Callback rate, and QC -> Rebook rate, either natively in a dashboard or via an API that syncs this status data to external tools.

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Status

Completed

Board
πŸ’‘

Feature Request

Date

8 days ago

Author

Gahan Webster

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