
Advanced setup – WORKFLOW
Overview
Every business runs a little differently—and that’s exactly why ContractQ letsyou customize your workflow stages. Whether you manage projects from“Inspection” to “Job Complete,” or you prefer a more streamlined process,you’re in control.
This guide walks you through how to add, rename, reorder,and delete workflow stages—plus how to trigger automated customer notifications at each step.
What Is a Workflow?
Your workflow is the step-by-step process your jobs movethrough—from the first lead to final payment. Think of it as your digital jobboard, keeping your team aligned and work moving forward.
Contract-Q includes four fixed stages by default:
In addition to these four, you can create up to 10 customstages to match your business process—like:
Editing Your Workflow
From the Settings Menu, click on Workflow toview and edit your job pipeline.
Add a Stage
A Stage Configuration panel will appear. Enter a name for your new stage (e.g., “Inspection Complete”).
Rename or Delete a Stage
🛑 You cannot delete orrename the four fixed stages: New Lead, Job Awarded, Paid,or Hold.
Reorder Your Stages
Customer Notifications
Want to keep clients in the loop as their job progresses?For each stage, you can enable automated:
These updates build trust and help prevent customerconfusion—without extra work for your team.
Pro Tips