Job statuses

An order carries one of ten statuses. You choose from your own workflow; your customer is shown the same status in customer-facing wording, together with a simpler four-step progress rail.

The ten

You set	Your customer reads	On their rail
Inquiry	Received	Pending
Quote Sent	Quote sent	Pending
Deposit Pending	Deposit due	Pending
Parts Ordered	Parts ordered	Pending
Work Scheduled	Scheduled	Scheduled
In Progress	In progress	In Progress
Final Payment Pending	Final payment due	In Progress
Work Complete	Completed	Completed
Work Cancelled	Cancelled	off the rail
On Hold / Archived	On hold	off the rail

The two in bold are waiting on your customer rather than on you, and the customer's portal highlights them for that reason.

Cancelled and On Hold are not steps on the rail, so the rail reports them separately.

Why there are two scales

The rail shows how far along the order is. The status shows what is happening now. An order at Final Payment Pending still sits at "In Progress" on the rail, while the sentence above it says a payment is due. The rail only reaches Completed when you close the order out.

Changing it

On the order, select the status badge. The sheet offers the next statuses in the workflow, or a close-out: Complete order or Cancel order. Every change is written to the order's history with its date, and appears in the customer's history if they have a portal.

Status and money are separate: Deposit Pending describes the workflow, and the invoice records what is owed. Neither is derived from the other.