Customizing Your Workflow Stages
Set up the stages each job moves through, from intake to completion, and customize the message that fires at each stage.
What are stages?
Stages are the steps a job goes through in your business — from when a customer drops something off to when they pick it up. FixyFlow uses stages to:
- Show progress on the customer's tracking page
- Trigger SMS/email notifications when you advance a job
- Help you organize your work at a glance
Choosing a template
During onboarding, you can pick a template that matches your business type:
- Repair Shop — Received → Diagnosing → Waiting for Parts → In Progress → Ready for Pickup → Picked Up
- Mobile/On-Site — Booked → Confirmed → En Route → In Progress → Completed
- Project/Custom Work — Quoted → Approved → In Progress → Review → Completed
- Simple (Drop-off) — Received → In Progress → Ready → Picked Up
You can always customize these later.
Editing stages
Go to Settings → Workflow Stages. For each stage you can:
- Rename it — click the stage name to edit
- Reorder — use the up/down arrows
- Add a contextual message — this appears on the customer's tracking page when a job is at that stage (e.g., "We're sourcing the right parts for your repair")
- Delete it — only if no active jobs are at that stage
The final stage
The last stage in your list is automatically marked as the Final stage. When a job reaches this stage:
- No SMS is sent (only email notification)
- Confetti animation plays on the tracking page
- The customer is prompted to rate their experience
- High ratings get a Google Review prompt (if you've set your Google Review URL)
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