Job statuses can update automatically based on specific system events and configuration settings. These automatic updates help ensure job progress, scheduling, and billing stages are accurately reflected without requiring constant manual status changes. Understanding which job statuses update automatically and which require manual action, allows teams to manage jobs more efficiently and maintain accurate dashboards, schedules, and reporting.
Best Suited for:
- Back Office Administrators
- Dispatchers
- Users performing job management
- Accounting Managers
Important Information:
- Not all job statuses update automatically
- Automatic behavior depends on specific system actions and company preference settings
- Manual status changes may still be required to close or finalize jobs
- Updating the name of the status will not change the system automation
- Inactivating these statuses will not prevent system automation using these statuses
- The jobs will be hidden on the Jobs Dashboard and will not be seen within the worker app, Dispatch Grid, Calendar and Dispatch Map
- Understanding these behaviors helps prevent duplicate or unnecessary status updates
Dispatched:
The Dispatched status is applied automatically in several scenarios related to job creation and scheduling.
- This status is automatically assigned when an estimate is converted to a job
- This is the default status assigned to Additional Site Visits
Started:
- The Started status can be set up to be automatically applied to the job when the job status is changed to On Site
- Set the automation up within My Office > Company Preferences
- "Start Job Labor Time When Tech Arrives On Site" - set to YES
Invoiced:
The Invoiced status reflects that the job has moved into the billing stage.
- When the job status is changed to Completed and an invoice is already created
or
- Once the invoice is created, the overall job status automatically updates to Invoiced
Paid in Full:
The Paid in Full status is used to indicate that all charges associated with the job have been fully paid.
- When the invoice is fully paid, the invoice status automatically updates to Paid in Full
- The job status of Paid in Full is a manual status change
- Updating the job to Paid in Full manually, will move the job into the Closed section on the Jobs Dashboard