The five job stages
Every job is at one of five stages. Sustainable ERP moves most jobs on by itself when your engineers finish visits; the office steps in for the rest.
| Stage | What it means | How it gets there |
|---|---|---|
| New Job | Logged and not attended yet. It may already have a visit booked. | When it’s created |
| Awaiting Parts | You’re waiting for parts before the next visit. | The office marks it |
| Attended | An engineer went and said more work is needed. | The engineer answers No at the end of a visit |
| Complete | The work is done. | The engineer answers Yes, or the office marks it complete |
| Cancelled | It won’t go ahead. A reason is always recorded. | The office cancels it |
Booked, sent, on site?
Section titled “Booked, sent, on site?”Those aren’t stages, they’re about the visit. A job at New Job might have a visit that’s Scheduled, Dispatched, En route or On site. You’ll see that as a second badge next to the stage. See What the visit badges mean.
Invoiced?
Section titled “Invoiced?”Also not a stage. Jobs show Not invoiced, Part-invoiced or Invoiced as a separate flag, so a job can be Complete and still waiting to be billed.