Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Every status a work order, appointment, invoice, lead, subscription, timesheet, time off request, checklist, task, quote or callback can have, and what it means
| Status | Set by | Means |
|---|---|---|
| New | the office | booked, no visit yet |
| Scheduled | the office | it has at least one appointment |
| Completed | the technician’s Complete tap, or the office in the CRM | the work is done; billing starts |
| Cancelled | the office | the job is off; an invoice that has taken no money is voided |
| Billing status | Set by | Means |
|---|---|---|
| Not invoiced yet | the engine, at birth | no decision yet |
| Draft | the engine, when a line is billed to the customer | an invoice is made on completion |
| Non-Billable | the engine, when no line is billed to the customer | no invoice is made |
| Invoiced | the engine, when the invoice is issued | the customer owes it |
| Paid | the engine, when the balance is settled | nothing owed |
| Cancelled | the office, in the CRM | nothing follows from it; the engine never sets it, and cancelling a job leaves the billing status alone. See Cancel a work order |
| Status | Set by | Means |
|---|---|---|
| Scheduled | the office | the visit is booked; the customer is told if Notify Client is on |
| In progress | the technician | the technician has started the visit |
| Completed | the technician’s Complete tap | the visit is done, with the time of the tap |
| Cancelled | the office | the visit is off |
| Status | In the CRM | Means |
|---|---|---|
| Draft | Created | made by the engine |
| Sent | Delivered | the invoice email has gone |
| Void | Void | cancelled; the QuickBooks copy is voided too |
| Payment status | Set by | Means |
|---|---|---|
| Due | the engine, at creation | the whole amount is owed |
| Partial | the engine, after a payment smaller than the balance | some is owed |
| Paid | the engine, after the balance reaches zero | nothing owed |
| Void | the engine, when the invoice is voided | nothing owed, nothing collectible |
| Status | In the CRM | Covers a visit |
|---|---|---|
| Active | Active | yes |
| Trialing | Active | yes |
| Past due | Past Due | yes |
| Unpaid | Past Due | no |
| Paused | Paused | no |
| Incomplete | Canceled | no |
| Incomplete expired | Canceled | no |
| Canceled | Canceled | no |
| Record | Statuses |
|---|---|
| Timesheet | Draft, Submitted, Approved, Rejected |
| Time off request | Pending, Approved, Rejected, Cancelled |
| Record | Statuses |
|---|---|
| Checklist on a job | Pending, In progress, Completed |
| Task | Pending, In progress, Completed |
| Quote | Draft, Sent, Approved, Cancelled |
| Callback request | Pending, Attempted, Done, Canceled, Needs attention |
