Estimate and Job Statuses - Logic Explained | servicefusion

Estimate and Job Statuses - Logic Explained

Name Status Category Short Code Activation Status Actions
Invoiced Closed Jobs 14_INV Active When the job has been invoiced it will show in this category
Job Closed Closed Jobs 12_CLS Active When you close a job to invoice later, this status is assigned to the job, and the job will populate in the create invoices page
Paid in Full Closed Jobs 15_PID Active The only time you can choose this status is when you have already invoiced the job and you go back to the job, and select this closed status in the drop down for statuses
To be invoiced Closed Jobs 13_BLL Active The only time you can choose this status is when you have already invoiced the job and you go back to the job, and select this closed status in the drop down for statuses
Estimate Accepted Estimate Requests 04_ACC Active You can select this status when the estimate is accepted before it is converted to a job
Estimate Provided Estimate Requests 02_EST Active When you have completed the estimate visit you can select this status
Estimate Requested Estimate Requests 01_REQ Active Ths is a new estimate similar to dispatched in jobs
Estimate Won Estimate Requests 05_WON Active This is the status that is automatic when you convert an estimate to a job
Lost Estimate Requests 03_LST Active You can mark an estimate as Lost when they do not accept the estimate, and it will close the estimate
Cancelled Open Jobs 11_CXL Active Cancelled job
Dispatched Open Jobs 03_DSP Active This is an open job (usually scheduled and assigned to a tech) but not started
Scheduled Open Jobs 02_SCH Active This is an open job that is not yet started (usually without a tech, but with a time)
Unscheduled Open Jobs 01_UNS Active This is an open job not started (without a time)
Completed Open Jobs That Are In Progress 10_CMP Active When the job has been marked as completed it will stop the labor time clock, and you would have the option to invoice the job and close
Delayed Open Jobs That Are In Progress 04_DEL Active This status is to show that the job has been delayed
On Site Open Jobs That Are In Progress 06_ONS Active This status will stop the drive time clock
On The Way Open Jobs That Are In Progress 05_OTW Active This status will start the drive time clock and send out the automatic text and or call to the customer for the "On The Way" message
Partially Completed Open Jobs That Are In Progress 16_PCMP Active This status wil stop the labor clock, and inform the user that part of the job has been completed, it will also show in the partially completed section on the Dispatch views
Paused Open Jobs That Are In Progress 08_PAU Active This status will pause the labor clock and populate the paused section on the Dispatch Views
Resumed Open Jobs That Are In Progress 09 _RES Active This status will reactivate the Labor clock after a job has been paused
Started Open Jobs That Are In Progress 07_STA Active This status will begin the labor clock.