Job statuses explained

Every job sits in exactly one status. The sequence is deliberate — it's the spine of the whole system.

The five statuses

1. Open — raised, not started. It's on the board and probably scheduled.
2. In progress — someone's working on it. Usually set by the engineer on site.
3. Pending review — the engineer says it's done; the office hasn't checked yet. This is your quality gate.
4. Completed — signed off internally. Ready to bill.
5. Invoiced — it's on an invoice. The job is now financially closed.

Invoiced jobs can't be deleted. If work was billed in error, cancel the job rather than trying to remove it — you need the record to match the invoice you sent.

Who moves what

• Field staff typically move a job from open → in progress → pending review.
• Managers and admins review and move it to completed.
• Finance takes it to invoiced by billing it.

Tuning the workflow

Under Settings → Job workflow you can control how jobs move through their statuses to match how your business actually runs — for example whether the review step is enforced.

Needs review

Jobs generated automatically from a recurring series are flagged Needs review. They skip customer-facing approval emails and texts until an admin has looked at them and clicked Mark reviewed — so an automated series can never fire an unexpected message at a customer.