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!
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.