Estimate and Job statuses drive the work flow in Service Fusion. It is not recommended to disable any status that comes with the system as it may interrupt the workflow or associated logic with the status. However, if an admin wishes, he or she may make Lost, Delayed, Paused and Resumed, or To Be Invoiced inactive. Some statuses have timing functionality (On Site, On The Way, Started, etc), or have functionality built into the code (Unscheduled, Scheduled, Estimate Won, etc).
Disabling or making inactive statuses with logic will cause jobs or estimates in those statuses to be 'invisible' and they will not be visible on the dashboards or in the customer history. If you cannot find an estimate or job, check to see if the status was made inactive by going to My Office > Estimate & Job Statuses.
Below, each status that comes with the system is explained. These statuses are organized in the ideal work flow. Of course, if you have any questions, you can always Contact Us!
|Name||Status Category||Short Code||Actions, or Logic|
|Estimate Requested||Estimate Requests||01_REQ||This is the default status for new estimates|
|Estimate Provided||Estimate Requests||02_EST||When emailing an estimate, the status will update to Estimate Provided. Note: Any email sent from the estimate screen will update the estimate to this status|
|Estimate Accepted||Estimate Requests||04_ACC||When a customer accepts an estimate via the online link, the estimate will update to this status. A Service Fusion user can also manually update the estimate to this status.|
|Estimate Won||Estimate Requests||05_WON||When converting an estimate to a job, the estimate status will update to this status|
|Lost||Estimate Requests||03_LST||When a customer declines an estimate, the user can change the estimate to this status|
|Unscheduled||Open Jobs||01_UNS||This indicates a job has been created but has no start date. A technician may or may not be assigned|
|Scheduled||Open Jobs||02_SCH||This indicates a job has been created, has a status date, but a technician has not yet been assigned|
|Dispatched||Open Jobs||03_DSP||This indicates a job has been created, and has both a date and assigned technician|
|Delayed||Open Jobs That Are In Progress||04_DEL||This status shows the job has been delayed|
|On The Way||Open Jobs That Are In Progress||05_OTW||This status will indicate the technician is en route, and if the customer as opted to receive OTW notifications, a text message or phone call will notify the customer. This status begins the Drive Clock|
|On Site||Open Jobs That Are In Progress||06_ONS||This status indicates the technician has arrived to his work site. This status will stop the Drive Clock. Depending on Company Preferences, this status may also begin the labor clock|
|Started||Open Jobs That Are In Progress||07_STA||This status indicates the technician has spoken with the customer and is beginning to perform his agreed-upon work. This status will begin the labor clock|
|Paused||Open Jobs That Are In Progress||08_PAU||If a technician needs to leave a job site and return later, either to gather additional supplies or take a break, this status will stop the labor clock|
|Resumed||Open Jobs That Are In Progress||09_RES||This status reactivates the labor clock after the technician has paused it|
|Cancelled||Open Jobs||11_CXL||If a job needs to be cancelled, the user can go to the job, select More on the right hand side of the screen, and select Cancel from the menu. This will update the job status to Cancelled|
|Partially Completed||Open Jobs That Are In Progress||16_PCMP||If a technician needs to leave a job site and return on a different date to follow up on work done or to complete work that has begun, this status will stop the labor clock. Best used with Additional Site Visits|
|Completed||Open Jobs That Are In Progress||10_CMP||When a technician has completed all work and the job is ready to be invoiced, use this status.|
|Job Closed||Closed Jobs||12_CLS||When you close out a job to invoice later, this status is assigned. Or, if the job is invoiced and the invoice is deleted, the job will revert to this status|
|Invoiced||Closed Jobs||14_INV||When the job is Invoiced, the default status for the job is Invoiced|
|To Be Invoiced||Closed Jobs||13_BLL||This status is available only when the job has been invoiced. It can be used to indicate the invoice hasn't yet been sent to the customer. A job in this status CANNOT be edited until the status is changed to something else|
|Paid In Full||Closed Jobs||15_PID||This status is available only when the job has been invoiced. It must be manually applied. Jobs with this status cannot be edited in the field worker app, and the option to email or print the invoice PDF is removed from the field worker app. Simply change the job status to Invoiced, if you need to restore the ability to edit pricing, print, or email the invoice PDF.|
Short Codes indicate the logic behind the status. When creating your own status, you can enter anything in this field as created statuses will not have system logic applied to them. To read more about creating statuses, click here.
Regarding Paid In Full
The phrase "Paid In Full" is used twice in Service Fusion, occasionally to some confusion. Paid In Full is both a status for Closed Jobs, and a description for whether or not an invoice has a balance due or not.
On the Jobs Dashboard, under the Invoiced header on the left side, you'll see Invoiced, any Invoiced jobs with sub-statuses (in this example, Overdue - Attempt 2 is a sub-status) and Paid In Full. The key here is the color and the Status column on the right. We can conclude from this screen shot, then, there are 695 invoices that do not have a balance on them, or in other words, are paid in full.
Further down the Jobs Dashboard, under the Closed header, we see Paid In Full again! The Closed section is for jobs that are invoiced, and the status of the job has been changed to be something other than Invoiced. In this screen shot, we can see there are 14 jobs in the Paid In Full status. Again, note the color, and the status does not say Invoiced, but Paid in Full. To reiterate, this status does not automatically apply to a job when payment is received; the job will remain in the Invoiced status, until manually changed by the user.