Every job has exactly one of five statuses. They move forward in one order; the only way out of that order is Cancel, which is available at any point before the job is completed.
| Status | Meaning |
|---|---|
| Pending | Created but not ready to work: usually because no one is assigned yet. |
| Scheduled | Assigned to a technician and confirmed for its date and time. |
| In Progress | The crew has started work on site. |
| Completed | Work is finished. The job page shifts to billing and payment. |
| Cancelled | The job will not be done. Its record and history stay available. |
What moves a job forward
On a job's own page, the button that advances it changes with its current status.
| Current status | Button | What it does |
|---|---|---|
| Pending, unassigned | Assign crew | Opens the employee assignment panel to pick a technician. |
| Pending, assigned | Confirm schedule | Moves the job to Scheduled. |
| Scheduled | Start job | Moves the job to In Progress. |
| In Progress, work steps outstanding | Finish work steps | Opens the Work tab so the required checklist items can be completed first. |
| In Progress, work steps done | Complete job | Moves the job to Completed. |
| Completed | Review financials | Opens the Financials tab; the job itself does not change status further. |
Cancel job is available from the page's menu on any job that is not already Completed or Cancelled, and asks for a reason: Customer cancelled, Price too high, Weather, Technician unavailable, Could not access property, Duplicate work order, or Other.
The four tabs on a job
- Work: the job's checklist and required work steps.
- Documentation: photos, field notes and the service checklist for the record.
- Financials: pricing, invoicing and payment once work is complete.
- Activity: the job's history and time tracking.