In FieldEx, job orders progress through a structured status flow giving your team full visibility into each job's stage, from creation to completion and final approval.
Planners play a key role in setting and transitioning these statuses to ensure clear accountability and progress tracking.
This article explains:
What each job status means
How and when statuses should be updated
How to control who can view or set each status
What the Statuses Represent
Here’s a typical job flow used in FieldEx:
Status | Description | Who Uses It |
Draft | Job created but not yet assigned or scheduled | Planner |
Scheduled | Job has been planned and assigned to a technician | Planner |
In Progress | Technician has started the work in the field | Technician |
Completed | All tasks are done and the checklist is submitted | Technician |
Verified | Final review and sign-off by the Planner or Supervisor | Planner / Supervisor |
How to Update Job Status
Job statuses can be updated manually or triggered by field actions.
Manual update: Open a job order, click Edit, and change the status
Mobile update: Technician starts the job in the mobile app, status updates automatically
Checklist completion: When all required steps are submitted, status moves to Completed
Status changes help coordinate technician dispatch, customer communication, and billing.
Controlling Status Access by Role
FieldEx allows you to configure which statuses are visible or editable for each user role ensuring structured job management and preventing errors.
Path: Settings > Users > Access > View > Picklist Permissions
For example, technicians may only be allowed to select In Progress, Pending, or Completed while Planners can manage all statuses, including Draft, Scheduled, and Verified.
Tip: Use the Verified status as an internal QA step before invoicing or closing the job. It gives planners time to review attachments, confirm part usage, and apply follow-up actions. |