Job status

Each job moves through five steps, and most of them move on their own as you work.

The five steps

1. Draft: you’re measuring and pricing.
2. Pending: the estimate has gone to the customer.
3. Deposit taken: a deposit has been recorded.
4. In progress: the installation has started.
5. Completed: the job is done.

What moves by itself

• Sending the estimate moves the job to Pending.
• Recording a deposit moves it to Deposit taken.
• On the day of an installation booking linked to the job, it moves to In progress.
• When the final invoice is paid, the app asks Mark the job as completed? Tap Mark completed. A job never becomes Completed without you saying so.

Change it by hand

1. Open the job. Tap the status in the strip at the top to jump to the status bar.
2. Tap the step you want.

If you set a job back by hand, the installation day won’t move it on again.

Cancel or reopen a job

Under the status bar, tap Mark job as canceled. A canceled job keeps its documents and payments, but it’s left out of money due and deposit totals. To bring it back, tap Reopen job, or tap a step on the status bar.

Good to know

• On the Jobs list, filter by status to see, say, every job waiting for a deposit.
• If your role can’t record payments, you can’t set Deposit taken by hand: it’s set when a deposit is recorded.

See also: Find your way around a job.