A job in Run a Call moves through a fixed set of statuses. Knowing which one a job is in tells you what's next.
The statuses (in order)
| Status | What it means | Where you see it |
|---|---|---|
| Created | The job exists but isn't on the calendar yet | Unassigned queue |
| Scheduled | A tech and time window are set | Dispatch board |
| En Route | Tech tapped On my way; ETA SMS just fired to the customer | Dispatch board (yellow) |
| In Progress | Tech tapped Arrived; the on-site time clock is running | Dispatch board (green) |
| Completed | Work is done; photos + signature captured; invoice draft is ready | Job detail |
| Invoiced | Invoice has been sent to the customer | Invoices page |
| Closed | The job is fully wrapped up (paid or written off). Locked from further changes | Job history |
| Cancelled | The customer canceled or the job was killed before it ran | Job history |
Note
Follow-Up is not a status the parent transitions into. If a tech books a return visit, a new child job is created with type callback and parent_job_id set to the original — the parent's real status (usually Completed or Closed) stays intact.
How transitions happen
| From | To | Trigger |
|---|---|---|
| Created | Scheduled | A dispatcher assigns a tech + time |
| Scheduled | En Route | Tech taps On my way on mobile |
| En Route | In Progress | Tech taps Arrived |
| In Progress | Completed | Tech taps Mark done and finishes the close checklist |
| Completed | Invoiced | Invoice is sent |
| Invoiced | Closed | Job wraps up |
| (any) | Cancelled | Office cancels the job |
What can't happen
- A job can't jump from Created straight to Closed. It walks the path.
- Cancelled is terminal. To rebook, create a new job for the customer — the cancelled record stays on their history.
- A Closed job is locked. Admins can override for legitimate after-the-fact edits.
Follow-ups: a child job, not a status change
If the tech books a return visit:
- A new job is created with type
callback. - Its
parent_job_idpoints back at the original. - The original job's status stays at whatever it was (usually Completed or Closed).
This way you keep an accurate financial trail on the parent and a clean record of the follow-up work on the child.