Job status is used to indicate progress on a job. When your account was created, five statuses were setup automatically: New, In Progress, Completed, Invoiced & Paid.
You can rename them if you like, and you can add more that are specific to your business. For example, some customers create statuses like "Contacted", "Needs attention", "Waiting for approval".
Job statuses are mapped to a job life cycle that takes a job from creation to completion or cancellation.
Job life cycle
The job life cycle is subject to a few rules that are important to understand. You need to be aware of these rules, when you add your own statuses.
A job that does not have a resource assigned, OR does not have a Start and End date is classified as Unscheduled.
ServicePal automatically show Unscheduled jobs on the Calendar.
For that reason, it's not necessary to create a status called "Unassigned" or "To be scheduled"
A job is considered Scheduled, once a person is assigned AND start + end time is specified
A job that has been Scheduled, is automatically classified as Overdue, when the scheduled time has passed and the job status has NOT reached any of the following steps: Completed, Closed or Cancelled. ServicePal automatically shows Overdue jobs on the calendar.
Each status is mapped to a particular color. The color is used in the calendar. It's possible to use the same color for multiple statuses.
Only users with Administrator role can setup job statuses. For information about the different roles, see Understanding user roles
To add a new job status:
1. Sign in using a web browser
2. Click Settings
3. Click Lists
5. Pick a color and name the status
6. Click the step, the status belongs to
7. Click Save
To edit a job status
1. Click the job status you would like to edit
2. Click Save
To delete a job status
1. Click the job status you would like to delete
2. Click Delete
NOTE: When you delete a job status, nothing will happen to jobs already assigned that status. The jobs will keep that status. You will however not be able to filter on that job status on the job page.