The Job Statuses feature allows you to create, customise, and manage job statuses to better track the progress of your jobs. You can also set up email notifications to alert staff when a job remains in a particular status for too long. This guide covers how to create, edit, hide, and manage job statuses, including assigning threshold notifications to staff.
Note: Access to the Job Statuses tab is controlled by a permission in Roles and Permissions. Only Super Admin users can view and manage this tab by default. Other users will need to be granted access
Creating a Custom Job Status
To create your own job status:
Go to the Job Statuses page.
Click Create Job Status.
Fill in the following fields:
Status Name
Job Status
Threshold (Days) – leave blank if you don’t want notifications
Description
Click Save.
A message will pop up saying "Status Threshold Updated!"
You can now nominate a staff member to receive job status threshold emails.
Editing or Deactivating a Job Status
To edit a status, click the pencil icon next to it.
To deactivate a status, click the three dots and select Deactivate.
If you want to hide a status from job lists in Field Service Jobs or Projects, tick the Hidden checkbox.
Jobs with this status will no longer appear in the main job list, but you can still find them by using the Filter by Status option.
The Reserved column indicates whether a status is system-defined.
If marked Yes, the status is a default and cannot be deactivated.
If marked No, the status is custom and can be deactivated.
How to Nominate a Staff Member for Job Status Notifications
Go to Settings > Departments.
Click Edit next to the department you want to update.
In the department settings, select the staff member you wish to nominate to receive job status threshold emails.
Once set, they will receive email alerts based on the threshold days you've configured for each job status.
Scroll down to Job Supervisor, select a staff member from the drop-down list, and click Add Supervisor.
The selected staff member will now receive email notifications when a job exceeds the set threshold for that status.