What are Statuses?

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

With Statuses, 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.

Adding and Editing Statuses

• Click on your Profile Icon or initials in the top right corner
• Select Settings from the drop-down menu
• Click on the Workflow tab you want to edit (Job Workflows, Contacts Workflows, or Work Order Workflows).
• Add a Workflow by clicking the +Add Workflow button. To edit your Workflow, select the three dots to the right of the desired workflow and select Edit.
  
  

Change the Stage to which a Status is assigned by choosing from the drop-down menu under the Stage column.

Add a new Status by clicking on the +Add status button below the Workflow details and information section.

In the Edit Status window, name your status and assign it to a Stage.

You can specify to send your Contact or Job information to QuickBooks by selecting the Send to QuickBooks checkbox. You can also Archive the record so it doesn't show up in your Contact or Job boards.

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

Your Statuses are also tied to Lists in your Boards.