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What do the statuses of a work order mean in the CSV reports?

Updated over 2 weeks ago

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

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