Job Statuses on Desktop
Create Job Statuses on Desktop
Job Statuses can be helpful in managing your jobs.
Go to File → List Management → Quotes, Jobs, & Invoices → Job Statuses
Click the ‘Add New’ button to create a new Job Status.
Highlight an existing Job Status and click ‘Modify’ to edit it.
Decide what actions should be taken when that status is chosen.
Example: When the Job Status is changed to Completed,
the Job becomes inactive and no longer shows in the Jobs list.
Bulk Set Job Status on Desktop
Bulk set Job Statuses
Go to File -> Utilities -> Data Utilities -> Bulk Set Job Statuses
Use the Bulk Job Status Utility
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If you have Change Orders, a.k.a. linked jobs, this bulk Job Status will look at each of those jobs as independent jobs. The utility will not change the status on the Change Orders of an original job unless it too falls within your specified date range.
Job Statuses on Portal
Create Job Statuses on Portal
Job Statuses can be helpful in managing your jobs.
Go to More -> List Management -> Quotes, Jobs, & Invoices → Job Statuses
Click the ‘Add’ button to add a new Job Status.
Click the Ellipsis → Modify to edit an existing Job Status.
Decide what actions should be taken when that status is chosen.
Example: When the Job Status is changed to Completed,
the Job becomes inactive and no longer shows in the Jobs list.
