Job statuses, from New to Completed
What each status means, and what moves a job from one to the next.
- Find it in
- Jobs
- Pipeline
Every job has one status, and every status change is recorded in its history — with who made it.
- New
- A request that just came in, already priced.
- Pending
- The office is working on it — the estimate is out, waiting for an answer.
- Pending Info
- Waiting for details, or the customer updated their items and the office will take a look.
- Date Pending
- No date yet, or its slot went to a job that paid its deposit first.
- Hold
- Paused for now.
- Pre-Confirmed
- The price is locked and the deposit link goes out.
- Confirmed
- Booked — the deposit is paid in full, or the office confirmed it.
- Completed
- The move is done.
- Cancelled
- Not going ahead.
What moves a job
- The office — drag the card to the next stage in the pipeline, or change the status in the job.
- The customer — paying the full deposit in their portal confirms the job by itself.
- The crew — finishing the move in the crew app closes it out.
Good to know
Status changes run your automations — the confirmation, the reminders and the review request go out at the right moment by themselves. Automations
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