Job statuses

A job's status is what tells you whether it's coming up, happening, done or dead. It drives what appears on the Schedule, what counts as revenue in Reports, and which automations fire.

The statuses

A new job is created Scheduled. From there it moves through being worked to complete, or gets cancelled.

Completion is the one that matters most, because it's what triggers the follow-up: the invoice, the review request, and the job appearing in your completed-work numbers.

Where to see status in bulk

Reports > Jobs lists every job with its status and lets you break the numbers down by service and by lead source.

1. Filtering by status

The Filters control on the Jobs report narrows to a single status. This is how you answer the two questions that matter on a Monday: what's still outstanding, and what got cancelled last week.

2. Status on a customer

The Jobs tab on a customer record shows each job with its status inline, alongside the date and value. The tab carries a count badge.

Cancelling

Cancel Job is on the job detail page. Cancelling keeps the record, which is what you want: a cancelled job is data about a customer who booked and backed out, and deleting it hides a pattern worth knowing about.

Tips and gotchas

• Completion is the trigger. Invoices and review requests hang off it, so a job left un-completed silently stops the follow-up.
• Cancel, don't delete. The record is worth keeping.
• Revenue follows status. Work that's done but not marked done doesn't show in your numbers.
• Check the pending counter on the Schedule for jobs created but never slotted in.

Next up: Completing a job