How to Create, Manage, and Use Work Order Statuses

⚙️ Work Order Statuses

Work Order Statuses help you track where a service job stands in your workflow — from creation through completion.

When a Work Order is created, it includes both the Work Order itself and the associated Visit.

Each Visit is scheduled to a technician (similar to an inspection), while the Work Order status reflects the overall progress of that job.

🧩 How Work Order Statuses Work

• When a Work Order is first created, its status is Open.
• When the technician submits the Visit back to the office, the status automatically updates to Waiting for Review, or, if the technician indicates that a Follow-Up is Required, the status changes to Requires Follow-Up.
• Users can also create custom statuses to match their own workflow.
  • For example, you might add a status like “Parts Ordered” for jobs that are waiting on materials before completion.

🏷️ Built-In Work Order Statuses

➕ Create a New Work Order Status

1. Go to Settings → Service → Work Order Statuses
2. Click + New Work Order Status
3. Enter a Name and an optional Description
4. Click Save

✏️ Edit a User-Added Status

1. Go to Settings → Service → Work Order Statuses
2. Click Edit next to the user-added status
3. Adjust the Name and/or Description
4. Click Update

🔁 Change a Work Order’s Status

You can update a Work Order’s status from either the Work Orders tab or the Work Order detail screen.

Option 1 — From the Work Order Detail Screen

1. Go to the Work Orders tab
2. Click the Work Order #
3. Click Update Status
4. Choose the new status from the dropdown
5. Click Update

Option 2 — Bulk Update from the Work Orders Tab

1. In the Work Orders tab, check one or more boxes on the left
2. Click Update Status
3. Select the new status
4. Click Update