Job statuses
Eight statuses show where a job is, from booked to complete.
When to use
- You want to know what a status means.
- A button you expect is missing from the job page.
Overview
| Status | Meaning |
|---|---|
| Booked | Created and usually booked. No work recorded yet. |
| On hold | Stopped for a reason other than parts, for example waiting for the customer’s approval. The reason is optional. |
| Parts to order | Parts have been requested and not yet ordered. |
| Awaiting parts | Parts are ordered and not all have arrived. |
| In progress | Work is under way. |
| To invoice | The work is finished. The job is ready for the office to invoice. |
| Complete | The job is done and invoiced. |
| Cancelled | The job is not going ahead. Any time recorded on it is kept. |
Open jobs are every status except Complete and Cancelled.
Key features
The moves you can make
| From | To | Button | Who |
|---|---|---|---|
| Booked | In progress | Start | Supervisor, Office, Owner, or a technician booked on the job |
| Booked, On hold, Parts to order, Awaiting parts, In progress | Any other of those | Resume, Put on hold, Parts to order, Awaiting parts, Back to booked | Supervisor, Office, Owner |
| In progress | To invoice | Work finished | Supervisor, Office, Owner, or a technician booked on the job |
| Any open status before To invoice | Cancelled | Cancel job (reason needed) | Supervisor, Office, Owner |
| To invoice | In progress | Reopen to in progress | Supervisor, Office, Owner |
| To invoice | Complete | Mark complete (note needed) | Office, Owner |
| Complete | To invoice | Reopen to invoice | Office, Owner |
Automatic changes and offers
- The first time entry on a booked job moves it to In progress.
- Parts changes make offers, never silent changes. After you request a part, the next page offers Move J-… to Parts to order. After a part is marked ordered, it offers Awaiting parts. When the last outstanding part arrives, it offers In progress. Select Move to accept, or ignore it. Technicians are never offered these.
Cancelling
Cancelling always asks for a reason. Any time recorded on the job is kept. Future bookings are removed and any running time ends.
How to: put a job on hold
- Open the job page.
- Optionally enter a Reason (optional) and select Put on hold.
- The reason shows on the job page.
How to: mark a job complete
Invoicing from WSManager is not available yet. Once you have invoiced the job in Xero:
- Open the job. It must be To invoice.
- Enter a Note, for example “Invoiced in Xero”, and select Mark complete.
Tips & gotchas
- Complete and Cancelled are kept off the board by a date range. See The job board.
- Work finished is never done from the job board, because it needs the meter reading and next service due.
- If you reopen a Complete or Cancelled job, its Xero tracking option is made active again.
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