Job statuses and tracking progress
Lead, in progress, completed, archived, cancelled: what each job status means, how completing and invoicing a job moves it, and what your client sees.
What do the job statuses mean?
Your Jobs list shows each job with one of five statuses: lead, in progress, completed, archived and cancelled. The same word shows on the job page, your calendar and your crew's screens. You never type the status in. It follows what happens on the job: its bookings, Complete job, Cancel job and the invoices you send.
Status by status
- Lead: no work has started yet. A request you are quoting, or a job you won with nothing booked or only future bookings.
- In progress: work is under way. A booking is today or already past, or a recurring schedule has started. The job stays in progress until you complete it, even when every booking is done.
- Completed: you completed the job and your sent invoices don't cover its value yet. It stays on your list so you remember to invoice it.
- Archived: completed and invoiced in full (your sent invoices add up to the job's quote), or completed without invoicing. A job with no quote is archived by its first sent invoice.
- Cancelled: you cancelled the job, or a request did not go ahead with you (the client hired another pro, or you passed on it).
Completing a job
- 1Open the job
On Jobs, open the job, then choose Complete job in the ⋮ menu, or pick Completed on the status tag at the top of the page.
- 2Check what completing will do
The window lists it: past bookings are marked done, upcoming ones are removed, and whatever isn't invoiced yet is shown.
- 3Choose how to complete
If the job isn't invoiced in full, choose Create invoice to bill it now: the job reads Completed until your sent invoices cover it, then Archived. Complete without invoicing archives it right away.
All statuses on your Jobs list shows everything except archived jobs. Pick Archived in the Status filter to see them. Reopen job in the ⋮ menu brings any completed or cancelled job back.
Only through the job's own actions. The status tag on the job page offers the same moves as the ⋮ menu: pick the open status to reopen the job, Completed to complete it, or Cancelled to cancel it. Archived can't be picked: invoicing the job in full gets it there.
Your sent invoices don't cover the job's value yet. Drafts don't count, and neither does an invoice you cancelled with Cancel invoice. Send an invoice for what is left, and the job reads Archived.
Upcoming, In progress, Completed or Cancelled, the same word on their project list and on the project page. A completed or archived job reads Completed for them. Before a job exists, they see where their request stands instead.
The jobs that read In progress, the same ones your Jobs list shows under that status.
It shows the total of the quote the job came from, so you can size your work in dollars, not just by count.
Yes. The Tasks page pulls every task from every active job into one list or board.
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