Statuses and actions on jobs and appointmentsLast updated on 03/22/2022

Scheduled

A job will appear as Scheduled when all appointments are in scheduled status, or if one appointment is scheduled and one is on hold.

In Progress

As soon as the first technician is dispatched, the job moves to In Progress and stays that way until it’s completed, canceled or put on hold.

Completed

No more work is expected on the job. Either a technician or office employee completed the job. Jobs can be completed early when not all appointments are done.

Hold

A job is in Hold status when all appointments on the job are put on hold using Job Actions on the Job Record or when the last or only appointment on a job gets put on hold.

Canceled

When a job is canceled through job actions.

Scheduled

When an appointment is scheduled whether there are technicians assigned to it or not.

Dispatched

When at least one technician is in Dispatched status and no other technician is in Working or Done status.

Hold

When an appointment is put on hold individually or through bulk action in Job Actions.

Canceled

Automatically applied when a job is canceled, there is no way to cancel or uncancel a single appointment.

Unused

Applied to any appointment that doesn't have working timesheets on it when a job is completed, also known as unused appointments. Unused appointments are visible on the dispatch board until the invoice is posted. They are not accounted for in capacity or shown to technicians in the mobile app.

Done

When an appointment is marked as done through appointment actions.

Scheduled

Technician is assigned to the job but has not been dispatched.

Dispatched

Technician is on the way to a job.

Dispatched to Another Job/Appointment

Technician assigned to the job is dispatched to another appointment. Only visible when you are viewing appointments scheduled for the current date.

Working on Another Job/Appointment

Technician assigned to the appointment is working on another job. Only visible when you are viewing appointments scheduled for the current date. Working Technician has arrived at a job site and is working.

Paused

When a technician has paused the appointment and plans to return on the same day. If they have the self dispatching permission they can dispatch themselves to the appointment when they are ready to return, or the office can dispatch them.

Done

When a technician is done working for the day on this appointment.