Job Status Flow

Understanding this flow helps track job progress, manage team accountability, and communicate accurately with customers.

Status Definitions

On-Site (IF): The team is currently on the customer’s property to evaluate or start the job.
Quoted: A quote has been generated and sent to the customer.
Pending: The job is awaiting customer approval.
Approved: The customer has approved the quote and scheduled the job.
Scheduled: The job is assigned a date and time on the calendar.
On Our Way: The team is en route to the job location.
Started: Work has begun on the job.
Completed: The job has been finished on-site.
Invoiced: An invoice has been generated for the completed job.
Paid: Payment has been received and processed.

Jobs typically begin at Quoted or On-Site (IF) for initial evaluation.
After quoting, the status moves to Pending until the customer approves.
Once approved, the job becomes Scheduled with an assigned date and team member.
On the day of service, the status updates sequentially: On Our Way → Started → Completed.
After completion, an invoice is generated (Invoiced) and marked Paid once payment is received.

Update job status promptly to maintain accurate records and communication.
Use status notifications to keep customers informed when appropriate.
Monitor jobs in Pending or Scheduled to ensure timely follow-up.
Ensure invoices are issued immediately after completion to streamline payment processing.

Maintaining a clear job status flow in Estizee ensures efficient operations, accountability, and transparency for both team members and customers.