Job Statuses are progress tags that you can use to filter and sort Jobs in a variety of ways. Once customised to your workflow, Statuses help you quickly identify what stage Jobs are at. There are four pre-loaded status indicators:
Green: Represents the 'new' status type. The top option here will be the default for all your new Jobs. You want to create additional sub-statuses like 'Waiting for Quote'.
Orange: Represents 'In Progress' status type. These options are for when a staff member is on the Job. You may want to create additional sub-statuses like 'En-route'
Red: Represents the 'Hold' status type. You may want to create additional sub-statuses like 'Awaiting Parts' or 'On-hold'
Grey: Is the final status type and represents a completed job. This status type closes the Job. You may want to create additional sub-status options like 'Cancelled'
Note: Currently it is not possible to modify these colours or add additional colours.
To modify your statuses you will need administration permissions. You can find Job Statuses by going to the Jobs List page and heading to the three dots in the top right corner and selecting 'settings' as shown below.
Once in this menu you can go ahead and modify the status names to suit your needs. To add a new status click the green + button next to the colour you wish to add. To remove a status simply click the minus button next to the status name.
