In FieldEx, job order statuses represent the stages of a job’s lifecycle - from creation to completion and verification. You can create custom statuses to match your operational processes, improving visibility and control.
Creating a Job Order Status
Path: Settings > Modules > Job Orders > Picklists > Status > New
Click New to open the status creation form
Fill in the fields under Status Details:
Field | Description |
Label | The status name that appears in job orders (e.g., “Inspection Scheduled”) |
Code | Short internal reference code (e.g., “SCHD”) |
Order | Controls the position of the status in dropdown lists |
Color Code | Use a hex value (e.g., #FFCC00) to colour-code the status for quick identification |
Status | Set to Active if the status should be available for selection |
Default | Enable this if the status should be pre-filled when a new job is created |
After entering all details, click Save to create the status.
Example Statuses
Here are some common status stages and how they might be used:
Draft – Created but not yet scheduled
Scheduled – Planned and awaiting technician dispatch
In Progress – Job is actively being worked on
On Hold – Paused due to missing parts or access issues
Completed – Job done, awaiting verification or billing
Verified – Final review passed
Best Practices
Use distinct colours to help users quickly identify status changes
Keep labels short and action-oriented
Organise the dropdown logically using the Order field (e.g., 1 for Draft, 2 for Scheduled...)
Tip: You can control which statuses are visible per user role using Picklist Permissions, and per job type using Status Mapping. |