Job Types
Jobs are grouped into:
Active Jobs
Inactive Jobs
There is also an All tab which displays all Active job statuses together.
Active Job Statuses
New
A new job has been created.
No service partner or worker assigned
No visit scheduled
Assigned
The job has been assigned to a worker or service partner.
No visit scheduled yet
Visit Scheduled
A visit has been scheduled.
No worker assigned to the visit
In Progress
A worker has been assigned to the visit.
Attended
The worker has attended the visit and booked on/off site.
On Hold
The job is currently on hold pending review.
Sign-off Pending
The service partner and/or worker has marked the work as completed and it is awaiting admin review.
Rejected
The service partner or worker has rejected the job and it requires reassignment.
Finance Hold
The accounts or finance team has placed the job on hold to review costs and invoices after work completion.
Inactive Job Statuses
Work Completed
The admin has reviewed the work and marked the job as completed.
Partner Invoice Raised
The work is complete and the service partner invoice has been raised, awaiting payment.
Client Invoice Raised
The work is complete and the client invoice has been raised, awaiting client payment.
Cancelled
The job has been cancelled.
Closed (Invoiced)
The work has been completed and all invoices have been paid.
All Tab
The All tab displays all jobs currently within Active statuses in a single view.