Job statuses
Add and colour job statuses, and choose which ones Smartworks sets on jobs automatically.
A job status says where a job is up to, such as ready, in progress or complete. The Statuses page lists every status with its colours and where it can be used. Above the list, three settings choose the status new jobs start in, the status a job moves to when work starts, and the status that marks it complete.
The statuses list
| Column | What it shows |
|---|---|
| Name | The status name. |
| Description | What the status means. |
| Code | The status code, drawn in the status’s own colours. |
| Scheduler | Whether the status can be used in the Scheduler. |
| Mobile | Whether the status can be used in the mobile app. |
| Color | The background colour. |
| Text Color | The text colour. |
| Actions | Edit opens Status Details. |
Every company starts with six statuses: Ready, In Progress, Complete, On Hold, Admin and Voided. Admin and Voided are not available on mobile to begin with.
Status settings
| Setting | What it does | Default |
|---|---|---|
| Complete Job Status Text | Specifies which status to set a job to when a job is marked as finished/complete | COMPLETE |
| Complete Job Statuses Text | Specifies which status fields signify that a job is complete | COMPLETE |
| Default New Job Status Text | Specifies the default status to apply to new jobs | READY |
| Work Started Status Text | Jobs will be set to this status automatically when Mobile users tap 'Start Work' on a job | Not set |
Three of these show on the page, each as a list of your statuses: Complete Job Status, Default New Job Status and Work Started Status. Complete Job Statuses is not shown on the page. Each list saves as soon as you pick from it.
Status Details
| Field | What it holds |
|---|---|
| Name | 3 to 20 characters. |
| Code | 3 to 20 characters. |
| Description | 3 to 150 characters. |
| Available on Scheduler | Tick to offer the status in the Scheduler. |
| Available on Mobile | Tick to offer the status in the mobile app. |
| Background Color | The colour behind the status. |
| Text Color | The colour of the status’s text. |
Step by step: add a status
- Click Settings in the header, then Statuses.
- Click Add New Status.
- Enter a Name, Code and Description.
- Tick or untick Available on Scheduler and Available on Mobile.
- Choose a Background Color and a Text Color.
- Click Save.
Smartworks shows Saved status! and returns to the list.
Good to know
The six starting statuses
You cannot change the Name, Code or Description of the six starting statuses, and you cannot delete them. You can still change their colours and where they are available.
Deleting a status
Delete on Status Details is greyed out for a starting status and for a status that jobs are using. Otherwise Smartworks asks Are you sure you want to delete this status? and you click OK.
Hiding the default status
If you untick Available on Scheduler or Available on Mobile for the status chosen as Default New Job Status, Smartworks shows Check Default Job Status after you save. Pick a different Default New Job Status so new jobs start in a status everyone can use.
See also
- Jobs and quotes - where job statuses show on each job.
- A job on the mobile app - where the Work Started Status is set when work starts.