What are Statuses?

Statuses show the progression of your job process from beginning to end.

Your job process is broken up into steps, such as Lead, Inspection, Signed Contract, and so on. Each of these steps is a status in the Workflow.

To edit or add Statuses in a Workflow:

  • Click on your Profile Icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Navigate to your Workflow
  • Either Add or Edit your Workflow

Add statuses by clicking on "Add status" in the status panel below the Workflow details and information section.

Workflow - Edit New Workflow

In the Edit Status window, you can give your status a name.

You can send your Contact or Job information to QuickBooks with certain statuses, and can even archive the record so it doesn't show up in your Contact or Job lists.

Add Status

 

When a Contact is moved into a Status, it can be seen in the Contact's details.

Workflows - Where do I see Statuses on a Contact?

Your Statuses are also tied to Lists in your Boards.

Workflows - How do Statuses work with Boards_ copy