Job statuses
Request, Scheduled, In progress, Complete, and Cancelled. What each means and where the job shows.
Every job has one status. You change it on the job page: tap Edit, pick a Status, then tap Save.
| Status | Use it when | Shows on |
|---|---|---|
| Request | They called and you haven't set a time yet. Every new job starts here. | Open, and New requests on a computer |
| Scheduled | You've got a day to go. | Open |
| In progress | You're working it. | Open |
| Complete | The work is done. | Done, and Unpaid if it has a price and isn't paid |
| Cancelled | It's not happening. | Done |
When the customer says yes
A job in Request shows Quote approved? with an Approve button. Tap it and the job moves to Scheduled. No need to open Status and save.
With a price on the job, send the Quote text first. See Ready-made texts.
Moving between statuses
You can move a job to any status at any time, in any order. Nothing locks.
- Reopen a job: set it back to Request, Scheduled, or In progress.
- Weekly or monthly jobs stay open while the loop keeps going. Marking a visit with Complete visit doesn't complete the job. Set Complete when the customer stops service.
- Complete or Cancelled clears the next visit date. Set one again if you reopen it.