Status Management

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Creating and Using Job Sub-Statuses

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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 in the field worker app
  • Sub-statuses can be applied and removed from multiple views: Job View, Jobs Dashboard, Calendar, and Dispatch Grid

Strategic Workflow:

  • Create a custom job status to use as a sub-status
  • Apply sub-statuses to jobs to improve organization and sorting
  • Remove sub-statuses when no longer needed
  • Use sub-statuses to track job progress or customer communication

Process Description:

  1. Navigate to "My Office" > Estimate & Job Status > Job Statuses
  2. Click + Add New to create a custom job status
  3. Complete the steps to set up the status
  4. Use the newly created status as a sub-status
  5. Apply sub-statuses from multiple views: Job View, Jobs Dashboard, Calendar, and Dispatch Grid
  6. Remove the sub-status by selecting No Sub-status from the drop-down that appears when clicking the sub-status

Creating a Custom Job Status to Use as a Sub‑Status:

  1. Navigate to "My Office"
  2. Select Estimate & Job Status
  3. Select Job Statuses
  4. Click + Add New
  5. Create a custom job status
    • Examples include Parts Ordered or Urgent
  6. Configure the desired settings
    • "Set Field workers can assign this status" to NO
  7. Save the status
The newly created custom status is now available to use as a sub‑status.

Applying a Sub‑Status to a Job:

  1. Open a job in "View Mode", or locate the job in the Jobs Dashboard, Calendar, or Dispatch Grid
  2. Click set sub‑status
  1. Select the desired sub‑status from the drop-down list
  1. Click Save Status Change
  1. The selected sub‑status is now applied to the job

Removing a Sub‑Status from a Job:

  1. Open the job or locate it from a supported view
  2. Click set sub‑status
  1. Select -No Sub‑Status-
  1. Click Save Status Change
  1. The sub‑status is removed and no longer applied to the job

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

Additional Resources:

Creating a Job Status

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