Job Status Definitions

Derek Torres
Derek Torres
  • Updated

Job Status

On a Job Page, you will see a Job Status in the top right of the screen. This includes the Job Status and some additional information depending on the status of your Job.

Job Status Example.png

Below is a table of the Job Statuses and any additional fields:

Job Status Definition
Unscheduled Unscheduled means the Job has no appointments scheduled.
Scheduled Scheduled means the Job has appointments scheduled.
Completed

Completed means the Job has been marked complete but not invoiced.

Important Note: Once a Job has been invoiced its status will still appear as "Completed". However, it will no longer be searchable via the Job List View Page using the Status "Completed" even though the Job Status appears to be Completed. See the next status on invoiced jobs. 

Invoiced

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Invoiced is a special status that is searchable on the Searching for Jobs using the Jobs List. The visual Job Status will not change based on the other rules, because you can invoice a job during any job status. For example, you may invoice 25% of a job before you begin work, so that job status is both unscheduled and invoiced.

Canceled Canceled means you have canceled this job.
Revoked Revoked is a rare status you may see if you are a Subcontractor. Once a subcontractor is removed from a job, all appointments assigned to the current subcontractor will be canceled, and the job status for the Subcontractor will be set to Revoked. The removed subcontractor will still see the Job in their account but they will not be able to make any changes to the job or add any data to the job.
Additional Fields Definition
Invoice Total This section will appear when a Job is in Invoiced status. It will show the total of unpaid and paid invoices for this job.
Gross Margin

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This section will appear when a Job is in Invoiced status. It will show the total profit (the sum of all invoices' grand total - the job total cost.) It will also show the margin of all of your invoices' prices over your job cost. Job Costing and Gross Margins on Invoices.

There is also a link to the invoice(s) for this job.

Estimated Price

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Estimated Price will appear if you have Services on your Job with estimated price. It will list the sum of all your services' estimated prices.

Budget

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If the Job is in Project Mode and has been given a budget, a Budget section will appear on the Job Status, with the Budget cost total, a link to view the budget, and an icon indicating whether or not the budget has been locked.

 

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