Status Lifecycle
All Statuses
Who Can Change Statuses
Status Transitions
Some transitions are automatic:- Assigned → In Progress: When the technician clocks in and opens the job
- Completed → Invoiced: When an invoice is generated from the work order
- Scheduled → Assigned: When you drag the job onto a technician on the schedule board
What the Customer Sees
Customers with portal access see the status in plain language:FAQ
Can a customer see internal notes?
Can a customer see internal notes?
No. Internal notes are only visible to your team. Only completion notes and photos are shared with the customer.
What if a job gets stuck in a status?
What if a job gets stuck in a status?
An admin can manually change the status. If a technician forgot to mark a job as complete, the admin can do it from the work order.
Can I create custom statuses?
Can I create custom statuses?
Not yet. The built-in statuses cover the standard workflow. For custom workflows, contact support.