Updating a job's status moves it through the lifecycle and triggers downstream behavior (customer SMS, time clock, invoice drafts).
From the office
Open the job → click the Status chip at the top → pick the new status.
You can also update status from the dispatch board: right-click a job card → Set status.
From the field (mobile app)
Field techs update status from the job page on mobile:
| Tap | What it does |
|---|---|
| On my way | Transitions to En Route; fires an ETA SMS to the customer. |
| Arrived | Transitions to In Progress; starts the on-site time clock. |
| Mark done | Transitions to Completed; closes out the checklist (photos, signature, payment). |
Side effects per status
| Status | What happens |
|---|---|
| En Route | SMS to customer with live ETA |
| In Progress | Time clock starts (on-site segment) |
| Completed | Invoice draft created; tech reassignment locked |
| Invoiced | Invoice SMS/email goes to the customer |
| Closed | Equipment service history finalized; job locked from further edits |
| Cancelled | Customer SMS suppressed; tech notified; job leaves dispatch board |
Bulk updating
End-of-day cleanup — multiple techs forgot to mark done? Go to Jobs, multi-select, Bulk actions → Set status.
Don't bulk-set jobs to Completed without checking that photos / signatures / payment captures actually happened. Status alone isn't proof of work.
Where "Paid" lives
There's no Paid job status. The payment lives on the invoice, which has its own Paid / Partial / Overdue / Void statuses. The job carries Invoiced or Closed depending on where it is in the wrap-up.