Updating job status is necessary to record the job flow and completion of the service.
Job statuses serve as intermediate checkpoints within a job that can be updated by field technicians and other stakeholders, such as administrators, dispatchers, and supervisors. This helps in understanding the current stage of a job.
These job statuses can be customized to launch a checklist that must be completed before the job moves on to the next step. Alternatively, they can be used to send a custom notification once the job reaches a specific status.
Note: The "Change status" button is visible based on your access role. If you do not see this icon, please contact your account administrator to get access.
1. Select the "Jobs" module
from the top-left hamburger icon .
Tab:
2. Select
the “Job” for which you want to update the status.
Mobile:
Tab:
3. Click the “Change
Status” button.
4.
Choose the status to modify. The status should be selected based on the current stage of the job.
Note: A pop-up will appear, allowing you to enter checklist details based on the chosen status.
Note: The "Update Status" button is visible based on your access role. If you do not see this icon, please contact your account administrator to get access.
5. Enter the checklist details to update the status and estimated time details. Click the "Submit" button.
6. From the pop-up that appears, select the "Estimated Time of Arrival"(ETA) in minutes. Click the "Update" button after choosing the ETA.
7.
The job status is updated successfully. Click the "Navigate" button to view and reach the customer’s
location using the map option.
8. By using the “Navigate” button, you can view
the customer's location.
Tab:
Updating job statuses is crucial for managing jobs efficiently, as it allows technicians to be allocated to the next job in the queue. This ensures that the service process flows smoothly.