ServicePal Academy

Job status is used to indicate progress on a job. When your account was created, a few statuses were setup automatically. You can rename these statuses, delete them, or create your own.  For example, some companies create statuses like "Contacted", "Needs attention", "Waiting for approval", "Left voicemail".  You should create as many as you think is helpful to manage the life cycle of your jobs.

Only users with Administrator role can setup job statuses. For information about the different roles, see Understanding user roles

Job life cycle

In ServicePal,  jobs typically follow this life cycle, and go through one of more of these stages.

1. Job is created (New stage)

2. Job is scheduled and confirmed to the customer (Confirmed stage)

3. Before arriving at the job location, one or more technicians are on their way (On the way stage)

4. When technicians start working on the job, the job is in the (In Progress stage)

5. Job is done (Completed stage)

6. Job was cancelled, at any point (Cancelled stage)

7. Job required no more work, follow-up, or billing (Closed stage)

The Job statuses you create should be mapped to a particular stage in the job life cycle.   It's possible to have multiple job statuses mapped to the same step in the process. For example, job that are the in the "In progress" stage could have different statuses, such as "Work started", "Not quite done", "Waiting for parts", "Require approval".

If you are not sure where to start, start simple, or give us a call. We have many good examples of what work well for many industries.

To add a new job status:

1. Sign in using a web browser

2. Click Settings

3. Click Lists

4. Click

5. Choose a color and enter a name

6. Click the stage, 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

3. Confirm

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.

Good to know

In addition to the user defined job life cycle, it's helpful to know a few things that ServicePal handles automatically :

A job that does not have a resource assigned, OR does not have a Start and End date is classified as Unscheduled. In other words, if you cannot tell who is doing the job or when the job is suppose to happen, it is Unscheduled.

ServicePal shows Unscheduled jobs on the Team Calendar and on the job listing screen. For that reason, it's not necessary to create a status called "Unassigned" or "To be scheduled", but you can if you like.

A job is considered Scheduled, once a person is assigned AND start + end time is specified. For that reason, there is no need to create a job status called "Scheduled", but you can if you like.

Finally, jobs are automatically classified as Overdue, when the scheduled time has passed and the job has NOT reached the "Completed", "Cancelled" or "Closed" stages. Jobs in those stages are excluded from the Overdue list.

ServicePal automatically shows Overdue jobs in ServicePal for iPad, the Team Calendar and the Jobs listing screen.