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