Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
The table below lists work order statuses that are most commonly used for the corresponding stages of the work order lifecycle. Some extended statuses are enabled for your company by default. Users with admin permissions can manage extended statuses and adjust their parameters in Admin > WO Properties > Statuses. Contact your ServiceChannel representative for more information.
Status | Extended Status | Description | ||
Open | Initial work order status. | |||
Open | Declined | Status used when a provider declines a work order. | ||
In Progress | Dispatch Confirmed | Status used when a provider accepts a work order. | ||
In Progress | On Site | Status used when a provider checks into a work order. | ||
In Progress | Incomplete | Status used when a provider checks out of a work order as "Job incomplete and requires a follow-up visit.” | ||
In Progress | Parts on Order | Status used when a provider checks out of a work order as "Job incomplete and requires parts.” | ||
In Progress | Unsatisfactory | Status used when the work was marked as unsatisfactory in the feedback. Typically, it changes the NTE to $0 and notifies both the client and the provider.
| ||
In Progress | Waiting for Quote | Status used when a provider checks out of a work order as "Job incomplete and requires authorization.” | ||
In Progress | Waiting for Approval | Status assigned to a work order when a proposal is submitted.
| ||
In Progress | Proposal Approved | Status assigned to a work order when a proposal is approved.
| ||
Completed | Status used to indicate completion of work when no feedback is required (billable status). | |||
Completed | Cancelled | Status used to indicate that a work order was canceled. Usually, the NTE amount should be set to $0 for such work orders. | ||
Completed | Confirmed | Status used when excellent or satisfactory feedback is provided or the feedback period has expired (billable status). | ||
Completed | No Charge | Status used to indicate that a work order will not be billed. Usually, the NTE amount should be set to $0 for such work orders. | ||
Completed | Pending Confirmation | Status used when a provider checks out of a work order as "Job complete" and the work order is pending feedback from the client/location.
| ||
Void | Status that subscribers use to void a work order. Admin users are empowered to void work orders by default. You can configure whether you want to allow non-admins to void work orders on the Statuses page. This status is not available to providers.
|
Live Search | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
Panel | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
|
Panel | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
|