Reopening a Closed Job into an Open Job Category

Best Suited for:

• Back Office users correcting job status assignments
• Admins managing job workflow transitions

Important Information:

• Jobs in a "Closed" category cannot be directly reassigned to an "Open" category
• A temporary status must be created to facilitate the transition
• Technicians should not be able to see or assign the temporary "Reopen" status

Strategic Workflow:

• Enables correction of prematurely closed jobs
• Maintains control over technician visibility and assignment permissions
• Supports accurate job tracking and workflow continuity

Process Description:

1. Create a temporary "Reopen" status in a closed category
2. Assign the "Reopen" status to the job
3. Change the category of the "Reopen" status to an open category
4. Reassign the job to the desired open status

Creating a "Reopen" Job Status:

1. Go to My Office > Estimate & Job Statuses
2. Click +Add New
3. Status Category: Select the Closed Jobs category
4. Name: Reopen
5. Is Active: set to YES
6. Field Workers Can See Jobs in This Status: NO
7. Click Save

Assigning the "Reopen" Status to the Job:

1. If the job is currently open, make sure to refresh the browser window
2. Click Edit or click on the job status of the job that is currently in the closed status category
3. Update the "Job Status" to Reopen
4. Click Save Job

Changing the "Reopen" Job Status Category:

1. Return to My Office > Estimate & Job Statuses
2. Locate the Reopen status
3. Click the pencil icon to edit the job status
4. Change the "Status Category" to Open Jobs That Are In Progress
5. Click Save

Reassigning the Job to an Open Status:

1. Go back to the job
2. Refresh the browser window
3. Click Edit
4. Change the "Job Status" to the desired open status (e.g., On The Way, Started)
5. Click Save

Inactivating or Deleting the "Reopen" Status:

1. Go to My Office > Estimate & Job Statuses
2. Locate the Reopen status
3. Click the pencil icon to edit the job status
4. Update the "Is Active" to NO or select the x to delete the Reopen status