Best Suited for:
- Back Office administrators
- Back Office users managing job workflows and organization
- Dispatchers and schedulers
Important Information:
- Sub-statuses provide an extra layer of organization without changing the main job status
- Only user-created custom statuses can be used as sub-statuses
- Sub-statuses are not visible and cannot be assigned by field workers
- Sub-statuses can be applied and removed from multiple views: Job View, Jobs Dashboard, Calendar, and Dispatch Grid
Strategic Workflow:
- Create custom job statuses
- Assign sub-statuses to jobs for better filtering and sorting
- Remove sub-statuses when no longer needed
- Use sub-statuses to track job progress, customer communication, or inventory progression
Process Description:
- Navigate to My Office > Estimate & Job Status > Job Statuses
- Click + Add New to create a custom job status
- Complete the steps to set up the status
- Use the newly created status as a sub-status
- Apply sub-statuses from various job views
- Un-apply the sub-status by selecting No Sub-status from the drop-down
Step-by-Step Instruction:
Go to My Office > Estimate & Job Status > Job Statuses
Click + Add New
Create a custom job status (e.g., “Parts Ordered” or “Urgent”)
Customize the status and choose the desired settings and save the status
Open a job in view mode, or from the Jobs Dashboard, Calendar, or Dispatch Grid
Click Set Sub-status
Choose the desired sub-status from the list
Click Save Status Change to save the changes
To remove a sub-status, click on set sub-status and select No Sub-status
Click Save Status Change to save the changes
Common Sub-Statuses:
- Deposit Received
- Distributed
- LM with Customer
- Maintenance Paid
- Overdue Attempt 1
- Overdue Attempt 2
- Parts Are In
- Parts Need Ordered
- Parts Ordered
- Pending Cust. Approval
- PO Needed
- Progress Billing
- Recurring Invoices
- Urgent Wants Scheduled Earlier
- Warranty