Job Statuses Explained

Job statuses show where a job is in its lifecycle and what action is expected next. They are not just labels. They are signals to operations, suppliers, and finance about what has happened and what should happen next. This guide explains each job status in the order in which work typically moves.

New Job

A New Job has been logged in the system, but no work has started. No contractor or service partner has been allocated, and no visit has been created yet. The job is waiting to be planned and assigned.

Allocated

Allocated means the job has been assigned to a contractor or service partner. Ownership is now clear, but no one has attended the site yet. The next step is to add a visit so the work can be scheduled.

Visit Added

Visit Added means a visit has been created for the job, but no worker has been assigned yet. The job is scheduled, but it is not visible to a worker on mobile. This status is typically used while planning who will attend.

In Progress

A job moves to In Progress once a visit exists and a worker has been assigned. The job is now live and visible on mobile. Work is expected to be carried out on site.

Attended

Attended means the worker has been on site. Attendance has been confirmed, but the job may not be finished. Further work, follow-up visits, or approval may still be required.

Completion Sign-off

Completion Sign-off means the supplier or service partner has marked the job as complete. From their side, the work is finished. Your review and approval are now required before the job can be closed.

Completed

A job is completed once all work has been approved and closed. The job no longer appears in the All Jobs view. Operationally, the work is finished and ready for invoicing.

Invoice Created

Invoice Created means an invoice has been raised for the job. The job is now in the finance stage and does not appear in the All Jobs view. No further operational action is expected.

On Hold

A job is placed On Hold when work cannot continue. This could be due to access issues, client approval, parts availability, or external dependencies. On Hold indicates a controlled pause, not a failure.

Finance Hold

Finance Hold means the job is paused for financial reasons. This usually relates to cost queries, invoice changes, or commercial approval. Work may be complete, but a financial resolution is still required.

Rejected

Rejected means the service partner has declined the job. The job has not been accepted for delivery. It must be reassigned or reviewed before work can proceed.

Cancelled

A job is cancelled when it is no longer required. This may be because the issue was resolved elsewhere, the request was withdrawn, or the job was logged in error. Cancelled jobs are closed and should not be progressed further.

All Jobs

The All Jobs view shows all active jobs that are still in progress. This includes jobs that are New, Allocated, In Progress, On Hold, or awaiting Completion Sign-off. Jobs that are completed or have an Invoice Created do not appear in this view.

Summary

Job statuses reflect what has actually happened on a job so far. If a job feels stuck or confusing, the status usually explains why. If the status does not match reality, it is likely set incorrectly. Using statuses consistently keeps jobs moving and avoids confusion between operations, suppliers, and finance.

That’s all you need.