Status Definitions
- Chellie Esters
- Jing Tong (Unlicensed)
- Anastasia Troichuk (Unlicensed)
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. You can prevent a provider from moving a work order out of this status which will require the provider to either a) return on site and complete the job satisfactorily or b) explain why the job was done properly, allowing you to make a conscious decision whether to move the work order forward. If you would like this feature turned on, contact your ServiceChannel representative. |
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. This status is unique to the proposal process. It is an automatic status that should not be edited. |
In Progress | Proposal Approved | Status assigned to a work order when a proposal is approved. This status is unique to the proposal process. It is an automatic status that should not be edited. |
| 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. This is an automatic status that should not be edited. |
| 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. For the Void status, non-admin users need to have the Power User secondary role to be able to void work orders. |
