Some of the CSV reports return a 'Status' field for work orders. Sometimes, the statuses returned do not correlate to what you see in the user interface. This article explains each of them.
Status name in the report | Where you will find this in the user interface | Scenario notes |
new | Draft bucket | Work order created but not yet dispatched to a contractor |
job_leads_sent | Tendering sub-bucket called Dispatched | Work order has been sent, but the client is awaiting quote(s) |
quoted | Tendering sub-bucket called Quotes to review | Quote(s) have been received, but client has not yet accepted one |
quote_accepted | Work in progress sub-bucket called Waiting for booking | Quote has been accepted and the contractor |
booked | Work in progress bucket | When the contractor creates a booking
Note that a booked status will be triggered in the state history on the backend multiple times in the work order’s history if multiple bookings are created on the work order |
done | Work in progress sub-bucket called Completion reports to review | When the completion report has been submitted. |
invoice_outstanding | Work in progress sub-bucket called Waiting for invoice | When the completion report has been submitted and/or has been signed off, but the invoice hasn’t yet been provided by the contractor |
invoice_overdue | Work in progress sub-bucket called Invoices overdue | When an invoice is past its due date |
invoice_paid | Completed bucket | When an invoice is paid and the work order is completed |
customer_cancelled | Cancelled bucket | When a work order has been cancelled |