Statuses explained

Quotes, jobs, payments, truck trips and job applicants each carry a status, shown as a coloured pill. Most statuses change by themselves when something happens (a deposit is paid, the crew press FINISH JOB). The rest change when someone in the office presses a button. This page lists every status and what moves it on.

Quote statuses#

Status	Means	How it gets there
Draft	Started but not sent.	Rarely seen; quotes are normally saved as Quoted.
Quoted	The client has the price and nothing has been paid.	“Just email me this quote” on the booking form, or Save quote by staff.
Awaiting Call	The client wants to talk to someone before paying.	“Talk to a person before paying” on the form, or “Talk to a person first” on the quote page. Also call-back requests from the website.
Deposit Paid	The deposit has been received.	A successful deposit payment. The job is created at the same moment.
Converted	The quote has become a job.	Paying the deposit, or Make it a job / Save & make it a job in the office.
Waitlist	Reserved for short-notice bookings.	In practice the short-notice waitlist is tracked on the job, so a paid short-notice quote shows Converted and its job shows Waitlist.
Cancelled	No longer going ahead.	Cancel quote in the office, the client cancelling, or the job being cancelled.
Expired	Past its valid-until date without being booked.	A daily check expires Draft, Quoted and Awaiting Call quotes after 30 days (set in Settings). Re-open quote brings it back.

Quotes waiting for a call also have a call-back status the office records after phoning: To Call, Called – Booked, Called – Thinking, No Answer or Not Interested.

Job statuses#

A job moves through these in order. The job record shows them as a stepper across the top.

Status	Means	Moves on when
Pending Review	Booked and paid, waiting for the office to check it.	The office presses Approve.
Waitlist	Booked after the review deadline (short notice). Confirmed only if a crew is free.	The office approves it, or cancels and refunds.
Confirmed	Reviewed and accepted. The client has been told.	All crew are confirmed and agency staff are marked booked.
Crew Booked	The crew and any agency staff are locked in.	The job sheet is sent.
Job Sheet Sent	The crew have their job sheet, and the client has their reminder. Sent automatically 2 days before, or by hand with Send job sheet.	The crew tap Arrived on the job sheet.
In Progress	The crew have arrived and the clock is running.	The crew (or the office) press FINISH JOB.
Completed	Finished. The final bill has been worked out and sent.	End of the line.
Cancelled	Called off by the client or the office.	Re-open sends it back to Pending Review.

Payment status of a job#

Status	Means
Unpaid	Nothing received yet.
Deposit Paid	Only the deposit has been received.
Part Paid	More than the deposit, but a balance is still owing.
Paid	The job is completed and nothing is owing.
Refunded	The deposit was refunded and nothing is held.

Price check#

Every new job is compared with your price standards for its number of bedrooms and Roos: Within Standard, Above Standard, Below Standard, or Not Checked when there’s no standard for that size.

Payments#

Status	Means
Pending	Started but not confirmed by the bank yet.
Succeeded	Received. Only these count towards what’s paid.
Failed	Declined or abandoned.
Refunded	Paid back to the client.

Each payment also has a type (Deposit, Balance, Refund, Other) and a method (Stripe, Apple Pay, Bank Transfer, Cash, Card (manual)).

Truck trips, day sheets and applicants#

• Truck trips: Planned, Loaded, Delivered. The crew change these on the Truck tab of the job sheet.
• Start-of-day sheets: Open until the driver completes the checks, then Completed.
• Job applicants: New, Shortlisted, Interview, Offer, Hired, Rejected. You drag them between lanes on Join the team.