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Office & Operations

Configurable Task Workflows

Decide exactly what a tech has to record before he leaves

Tired of calling a tech to ask what was actually in the trap? If your visits come back with a one-line note and no photos, the problem is not your crew — it is that nobody told the app what to require.

Decide exactly what a tech gets asked on a trap check versus an attic inspection versus a bait station service, so the office never has to call and ask what happened.

One connected part of the complete WildPipe operating system. Included on every account with unlimited users and no per-feature charges. See pricing

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Configurable Task Workflows

Design task creation and completion experiences around each service type with reusable steps, custom forms, defaults, validation, and approvals.

Built-in default, quick-dispatch, and field-add-stop flowsDrag-and-drop step ordering and per-step labelsTask-type-specific and organization-default flow resolution
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Top tools

Top tools to help you get complete field information every time

Owners, office managers, and CSRs live in this one — the people taking the calls, building tomorrow’s schedule, and getting the invoices out.

Different questions per job type

A trap check asks what was in the trap. An inspection asks about entry points, droppings, and damage.

Complete information every time

Require the trap count, the species, the photo, or the signature before the visit closes.

Change it yourself

Add a question about crawlspace moisture this season without waiting on anyone.

Manager review when it matters

Big exclusion jobs or animal releases can wait for approval before they count as done.

Real-world scenarios

How this plays out in the field

Three jobs you have already run this month, and what WildPipe does with them.

  • 1Real-world scenario

    You keep getting trap checks logged with no species recorded. You add a required species field, and within a day every check comes in complete.

  • 2Real-world scenario

    A new tech runs his first attic inspection. The app walks him through insulation damage, entry points, droppings, and required photos in the order a veteran would check them.

  • 3Real-world scenario

    Your state requires specific documentation on every animal handled. The step is required in the app, so the record exists whether or not anyone remembered.

The takeaway

Standardize field data and completion without forcing every kind of work through the same rigid form.

How it works

The day-to-day flow

Your crew works the way they already do. WildPipe keeps the property, the paperwork, and the money attached to it.

  1. 1

    Pick the type of work

    Trap check, inspection, exclusion, bait station service, estimate.

  2. 2

    Build the steps

    Add the questions, required photos, and rules you want followed.

  3. 3

    Techs follow it

    The app walks them through and blocks the shortcut.

What's included

All 8 pieces of Configurable Task Workflows

Nothing here is an upgrade or an add-on. Some of it gets specific — that is on purpose, because this work is specific. Our team turns on what you need during setup.

  • Built-in default, quick-dispatch, and field-add-stop flows
  • Drag-and-drop step ordering and per-step labels
  • Task-type-specific and organization-default flow resolution
  • Custom WILD or PEST form steps inside the wizard
  • Form defaults, live preview, duplicate, import, and export
  • Server-enforced notes, photos, signatures, time, and mandatory fields
  • Pending-approval completion with deferred operational side effects
  • Usage tracking and realtime flow updates

The result for your company

Standardize field data and completion without forcing every kind of work through the same rigid form.

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We've got your back

You will not be setting this up alone

A specialist configures your services, prices, and workflow with you on a call, then trains your office and your techs before you go live.

Talk with our team

Tell us how your operation runs and we will show you exactly how this fits it — no pressure, no jargon.

Contact us

See what it costs

A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.

View pricing

Browse all 54 modules

This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.

All features

FAQ

Still have questions? We've got answers.

What does Configurable Task Workflows actually do?

Decide exactly what a tech gets asked on a trap check versus an attic inspection versus a bait station service, so the office never has to call and ask what happened.

Who on my team would use it?

Owners, office managers, and CSRs live in this one — the people taking the calls, building tomorrow’s schedule, and getting the invoices out.

Is Configurable Task Workflows included with WildPipe?

Yes. Every feature is included. There are no upgrade tiers and no per-feature charges.

Can my whole team use it?

Yes. You get unlimited users, and each person sees the tools that fit their job.

Does it work on a phone in the field?

Yes. Techs get the same customer information and tools from the field app.

Ready to put Configurable Task Workflows to work?

Standardize field data and completion without forcing every kind of work through the same rigid form.