Feature

Custom Workflows

Every trade works differently. A plumbing repair has different steps than an HVAC install. Custom workflows let you define the exact status progression for each job type — from initial request through completion and follow-up. Automate transitions, require approvals, and trigger notifications at every stage.

BC
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Today's Jobs

March 28, 2026 · 6 jobs scheduled

+ New Job
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1
Completed
1
In Progress
1
En Route
3
Scheduled
Sarah MitchellComplete
AC Repair
8:00 AM
James WilsonIn Progress
Plumbing
9:30 AM
Maria GarciaEn Route
HVAC Install
11:00 AM
Tom BakerScheduled
Electrical
1:00 PM
Lisa ChenScheduled
Furnace Tune-Up
2:30 PM
Robert KimScheduled
Duct Cleaning
4:00 PM
Live Map
Team Online
8/12
Revenue Today
$3,847
+12% vs last week
Mirror your real process
Enforce quality standards
Different flows for different job types

Why Custom Workflows Matters

See how this feature helps field service businesses save time, earn more, and deliver better customer experiences.

Mirror your real process

Define statuses and transitions that match how your team actually works, rather than forcing your business into a rigid template.

Enforce quality standards

Require photos, signatures, or checklist completion before a job can advance to the next status, ensuring consistent work quality.

BC
Schedule
Mar 28, 2026
Day
Week
Month
JM
Jake M.
SK
Sarah K.
MR
Mike R.
AL
Ana L.
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
AC Repair - Mitchell
8AM - 10AM
HVAC Install - Garcia
11AM - 1PM
Duct Cleaning - Kim
3PM - 5PM
Plumbing - Wilson
8AM - 11AM
Drain Repair - Lopez
12PM - 2PM
Inspection - Park
3PM - 4PM
Electrical - Baker
9AM - 11AM
Panel Upgrade - Torres
12PM - 3PM
Furnace Tune - Chen
8AM - 10AM
Heat Pump - Davis
11AM - 1PM
AC Install - Nguyen
2PM - 5PM

Built for the Way You Work

Every feature in BeMyCrew is designed around real field service workflows — not generic project management.

Different flows for different job types

A service call, an installation, and a maintenance visit can each have their own workflow with unique steps and requirements.

BC
Schedule
Mar 28, 2026
Day
Week
Month
JM
Jake M.
SK
Sarah K.
MR
Mike R.
AL
Ana L.
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
AC Repair - Mitchell
8AM - 10AM
HVAC Install - Garcia
11AM - 1PM
Duct Cleaning - Kim
3PM - 5PM
Plumbing - Wilson
8AM - 11AM
Drain Repair - Lopez
12PM - 2PM
Inspection - Park
3PM - 4PM
Electrical - Baker
9AM - 11AM
Panel Upgrade - Torres
12PM - 3PM
Furnace Tune - Chen
8AM - 10AM
Heat Pump - Davis
11AM - 1PM
AC Install - Nguyen
2PM - 5PM

What's Included

Everything you need to run custom workflows like a pro — built in, not bolted on.

Mirror your real process

Define statuses and transitions that match how your team actually works, rather than forcing your business into a rig...

Enforce quality standards

Require photos, signatures, or checklist completion before a job can advance to the next status, ensuring consistent ...

Different flows for different job types

A service call, an installation, and a maintenance visit can each have their own workflow with unique steps and requi...

Frequently Asked Questions

Unlimited. Create as many workflows as you have job types. Each workflow can have as many statuses and transitions as you need.
Yes. Gate status transitions behind requirements like uploading a photo, collecting a signature, completing a checklist, or getting manager approval.
Yes. Configure automatic notifications to customers, technicians, or office staff whenever a job enters a specific status.

Try Custom Workflows Free

Open source — details coming soon. Set up in under 15 minutes and see the difference today.