Job Statuses Explained

The natural progression of a job's life cycle generally goes:

  • New = a new job or lead
  • Accepted = the Technician has accepted the job
  • In Progress = the work authorization has been signed and production has begun
  • Completed = production has been finished
  • Invoiced = the job has been billed
  • Paid = the job has been paid and is now closed

There are a few manual statuses that can be used:

  • Initial Paperwork = puts the job back into the Technician's My Active Jobs list for them to fix (add a note to the CS Focus Board Notes field to specify what's wrong)
  • Estimating = job is being estimated
  • Pending = waiting on the customer