Location Based Workflows
Be able to create workflows based on location- for example if we have a location set up for our roofing division we would have a different set of workflows and job fields than our gutter division and our siding division.
Emily Schaeffer
shared this idea
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KeyanSam
commented
Yeah, I'd love this too—having different workflows by service area would help cut down on the mess we deal with now. We handle multiple cities and trying to force one setup for all is just not cutting it. Something like what https://emersonproservices.com/carrollton/ does, where they clearly separate services by location, is what we need built into the workflow structure.
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GeanVertigo
commented
I see it’s been a while since this was posted, but I just wanted to chime in and ask if anyone has found a workaround for this using tags or status automation. We’ve been trying to manage different locations with custom workflows too, and it gets messy fast. Curious how others are handling this—are you just duplicating pipelines for each location, or doing something else entirely?