Workflows
Templates that describe how a piece of work moves from start to finish.
Cornerstone Church · church
New Visitor Connect Flow
From first visit to follow-up message, with engagement tracking.
6 steps
BluePeak HVAC · field service
Field Service Job
Job created → pre-check → execution → issues → report → ready for billing.
6 steps
Riverwood Lawn Care · small business
Small Business Job Tracking
Lead captured → scheduled → completed → notes/photos → invoice/follow-up.
5 steps