When managing jobs in Knowify, a status will automatically be assigned to a job based on which phase/step of the process the job is in. You can view this status in the Manage Contract Jobs module. Below is some more information of what each job status means and how to update the status:
Lead - A job is a lead once it is first created - It is indicating that the job has been created with a client selected, but there is no draft of the contract. In order to switch from the lead status, you will first need to create a draft of the contract in the Create Proposal tab.
Bidding - Next would be the bidding status, which the job is switched to as soon as there is a saved draft of the contract. If you have at least one line item and price entered in the proposal/bid section of the job, as soon as you click "Save as Draft" the job is switched to the bidding state.
Out For Signature - Jobs that are out for signature currently have a proposal/bid sent to the customer/GC, via Knowify's digital E-signature feature and we are currently awaiting their signature/approval. As soon as the customer signs the proposal, the job will be switched to Active. If the the customer rejects the proposal or requests a revision, the job status will update to Rejected or back to Bidding, respectively.
Active - Jobs that are active have a contract that was either signed via Knowify's E-signature feature, or manually made Active in the contract section of the job. Once a job is active, you will be able to actively track costs for the job in the Plan&Track section, and will be able to track the revenue for the job by invoicing off of the contract.
Pending Change - A job is Pending Change when there is one or more change orders that are either saved as a draft or sent out for signature. Jobs that are pending changed can still track costs and revenue, however the status indicates that we are awaiting a change order to switch to active in order to invoice for the full job/contract.
Rejected - A job is marked as rejected when the proposal/bid is sent out for signature and the customer/GC rejects the proposal. These jobs are closed automatically (you will receive notice in the form of an email), so that they no longer show up among the active projects, however you will be able to reference these at a later date and/or restore the proposal to have the option of sending it out again. In order to view jobs marked as rejected you will have to check the "show history" box.
Pending - A service job is pending when it has been created (with a client and address selected) but has not yet been scheduled. In order for a service job to be invoiced/closed, it will first need to be scheduled, so any service job that is under the pending state will be displayed each day on the service map as a reminder, until it is scheduled.
Scheduled - Once a service job is scheduled, it is ready to track costs. Scheduled service jobs will show up on the employee(s) mobile application, and will stay in this state until they are marked as complete.
Completed - Once the work is finished on a service ticket, it can be marked as complete in order to be invoiced. A service ticket can be marked as complete from either the computer/desktop or from the mobile application. When a service ticket is marked as complete from a mobile phone, the user will have the option to produce a summary report and collect the customer's signature.
Closed/Invoiced - Once a service ticket has been invoiced, it will automatically be marked as closed. The final, closed status of a service ticket will display if it was invoiced and closed or closed manually without being invoiced.