Statuses and actions on jobs and appointmentsLast updated on 03/14/2023
This article explains the statuses you see and actions you can take on jobs and appointments.
Job status
Job status is in the upper right portion of a job record. The job status tracks the progress of a job. A job's progress is determined by how many appointments are in Done status on the job. This is tracked by a gray circle that turns green as progress is made, and by the percentage complete, which appears inside the circle.
Job actions
On the job record, click Job Actions to:
Appointment status
The appointment status tracks the progress of each appointment. It's in the top left corner of each appointment card.
Appointment actions
On an appointment card, click More to take action on an appointment.
You can:
Assign/Unassign...
Dispatch/Cancel Dispatch
Arrive
Done Working
Hold/Remove Hold
Mark Appointment as Done
Reopen Appointment
Confirm Appointment
For more, see Manage technicians on appointments and Manage appointments.
Technician status
The technician status tracks the progress of each technician on an appointment. It's in the bottom left corner of each appointment card.
Technician actions
On an appointment card, click a technician name to take action.
Start Meal/End Meal: Start or end a technician's meal breaks. This action is only available on the day of the appointment.
Send Message: Send a text message to the technician.
Send Job Details: Send the details of the job to the technician via text message.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.