Creating a Job Status

Best Suited for:

• Back Office administrators
• Dispatch and scheduling teams

Important Information:

• Job statuses help organize workflow and can include logic for labor tracking and invoicing
• Statuses can be customized with icons, colors, and permissions
• "Short Codes" indicate logic for system default statuses
• If the status is visible to technicians and they are able to assign the status, there are some additional settings that can be configured

Step-by-Step Instruction:

1. Navigate to My Office > Estimate & Job Statuses
2. Click the Job Statuses tab
3. Select + Add New in the top-right corner
4. Configure:
   1. Status Category: Choose Open Jobs, Open Jobs That Are In Progress, or Closed Jobs
   2. Icon: Select an icon for mobile app display
   3. Name: Enter the status name (e.g., Parts Ordered, Reschedule)
   4. Status Workflow Logic: Apply logic for labor tracking, invoicing or leave unchanged
   5. Background Color: Choose a color for visibility on grids and calendars
   6. Active/Inactive toggle: Toggle to make the status active or inactive
   7. Field Workers Can Assign This Status: Set YES or NO based on visibility preferences
5. Click Save to save the new status

Only Allow to Select Status if:

Require the following options, if preferred:

1. Pre-work signature is present
2. Post-work signature is present
3. At least 1-10 pictures are uploaded
4. Current status is any of
5. All tasks are marked as completed
6. Equipment information is present
   • Only require if category is any of
   • Model is present
   • Serial# is present
   • SKU is present
   • Installation date is present

Common Job Custom Statuses:

• Deposit Received
• Distributed
• LM with Customer
• Maintenance Paid
• Maintenance Scheduled
• Maintenance to be Scheduled
• No Charge
• 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