Job Lifecycle

Jobs follow a lifecycle through these statuses:

  • Scheduled - The job has been created and is awaiting its start date
  • In Progress - Work on the job has begun
  • Completed - The job has been finished successfully
  • Signed Off - The customer has signed off the completed work
  • Cancelled - The job has been cancelled

Changing Status

You can change a job's status from the job detail page. The system records timestamps when a job is completed, signed off or cancelled.

What Happens on Completion

When a job is marked as completed, the completion date is recorded. The job remains visible in the customer's job history and can be sent for customer sign-off. See "Job Sign-Off and Reviews" for the sign-off flow.

What Happens on Sign-Off

Once a customer signs off the work - on site or through a public sign-off link - the job moves to Signed Off and the signature, name and sign-off date are stored against the job.

What Happens on Cancellation

Cancelled jobs are kept for record-keeping but are clearly marked with a Cancelled badge.

Where Jobs Appear

Jobs can be viewed from the main Jobs list, the Customer detail page, the Property detail page and dashboard calendar widgets.