In this article, you will learn how to create sub-statuses in Workiz.
What is a status?
Statuses — also known as parent statuses — are conditions you can assign to a job to describe the state of a job’s progress. They are a great way to help improve communication across your team, providing everyone with enhanced visibility on the current stage of a job’s development.
By default, you will be able to assign one of six statuses to a job in Workiz:
Submitted
In progress
Canceled
Done
Pending
Done pending approval
What is a sub-status?
Workiz allows you to further customize the state of a job’s progress using sub-statuses. A sub-status is a secondary, more detailed condition that you can assign to a job. It exists underneath a parent status, allowing you to provide greater detail beyond the default statuses on your Workiz account.
Sub-statuses are completely customizable so that you can create conditions unique to your individual business. Workiz does not provide default sub-statuses, but here are some examples of the sort of sub-statuses you can create in Workiz:
Status: In progress
Sub-status: En route (tech is on the way)
Sub-status: Working (tech is working)
Status: Pending
Sub-status: Waiting for parts
Sub-status: Rescheduling
Status: Canceled
Sub-status: Too late
Sub-status: Too expensive
Creating a sub-status
While you won’t need to create a status, you will need to create sub-statuses as desired.
From the navigation bar, select Settings > Settings
Under Job Settings, select Sub-Status
From the Sub-status page, select Add New
Complete the Add New Sub-Status fields:
Parent status: Choose the parent status that you are creating a new sub-status for (e.g., In Progress, Pending, etc.)
Sub-Status: Enter a name for the sub-status you are creating
Color: Choose a color for the sub-status you are creating
Select Save
Updating a job's sub-status
To learn about updating a job’s status or sub-status, please see this article.
Need more help? See the related articles below: