Product Features

ClearPath: A Smarter Way to Guide Every Job

Build automated workflows that mirror the way your business already runs—or the way you want it to run as you grow.

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Standardize Your Flows

Outline your process by mapping out the high-level stages a job moves through.

Never Miss a Critical Step

Define the specific actions required to complete each stage, so nothing is missed.

Remove the Noise

Equip techs with a mobile view that has everything they need — nothing they don’t.

Custom Status Workflows

Standardize Your Job Flows

Without documented processes, jobs feel chaotic for the field and office. ClearPath lets you build custom status workflows that show how work moves from start to finish. Everyone stays aligned, handoffs improve, and jobs move forward without rigid, one-size-fits-all processes.

Create workflows for every job type: Customize the order and names of job stages for installs, maintenance, repairs, and emergencies, and more.

Track job progress in real time: Keep the field and office aligned with automatic updates so everyone knows what’s moving forward or blocked.

Automate key moments: Trigger actions at specific job stages, like sending an “On the Way” text with a tracking link when a tech is en route.

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Status Action Flows

Never Miss a Critical Step

When job steps live in people’s heads, mistakes happen and work varies by tech. Status Action Flows let you define exactly what needs to be done within a job stage, so nothing gets missed and every job is done the same way.

Checklists at every stage: Give techs clear instructions and required actions to ensure consistent, high-quality work.

Adapt to any job: Add or remove steps to match the complexity of each job, from quick fixes to multi-stage installs.

Assign by role: Show different steps to techs, admins, and managers to reduce confusion and keep everyone focused.

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Mobile Focus View

Remove the Noise

New systems can slow onboarding and frustrate techs. ClearPath gives techs a clean, modular mobile view that shows only what matters, when it matters. The result is faster ramp-up, better adoption, fewer taps, and less mental load in the field.

Everything in one place: Techs see only what’s needed for their current job stage, including instructions, required actions, and key job details.

Do more with fewer taps: Action Buttons let techs complete common tasks with a single tap, like sending a text or opening a form.

Info at a glance: Widgets surface important details like customer info, job notes, and attachments without digging through the app.

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See ClearPath in Action

FAQs

Most field service platforms force a tradeoff between simplicity and scalability. Some lock you into rigid workflows with limited flexibility, while others are powerful but complex enough to require constant setup and maintenance. ClearPath bridges that gap. You get the flexibility to build scalable workflows that match how your business runs, while techs get a clean, guided mobile experience that’s easy to follow in the field. It’s the power to run your business your way, without adding complexity for your team.

See ClearPath in Action

Book a live demo to see how guided workflows keep every job moving without slowing your team down.

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