How do I add workflows to a job?

A workflow is a step-by-step guide that will tell you what type of information to gather and in what format (Images, videos, notes, etc...) for each type of job you will encounter. 

After creating a job you can add workflows to your job on the Job Details page. 

Select the + Add Workflow under the Workflows tab. 

A list of workflows will appear. Select the workflow you want to add to your job. 

Once selected you will be taken to the Workflow page where you can begin working through your workflow. 

After you have completed your workflow you will be taken back to the Job Details page where you can add another workflow*. 

Additional Information

*If you are not able to add more than one workflow to your job, please reach out to your company admin. 

This process may change if you have an integration. Please contact your Customer Success Manager with questions.