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 new Jobs. You may want to create an alternative default like 'New Contract', or create additional Status options.
Orange Status options can be set when a Staff member is on the Job. You may want to create alternatives like 'En Route'.
Red is the 'hold' Status type. You may want to create additional Status options like 'Awaiting Parts' or 'Further Visit Required'.
Grey is the final Status type and represents a completed Job. This Status type closes the Job. You may want to create additional Status options like 'Cancelled'.
But you can create as many statuses, or status colours as you like from the settings page.
Editing your Statuses in Settings
To edit your job status list simply go to Settings / Company Account / Job Status Management
You can add a primary status by clicking on Add status at the bottom of the page.
Can I add or change the colours?
Yes. If you want to change the colour of a status, just click on the coloured box and pick something else.
You can't change a sub status colour though.