In this article, you will learn how to update a job’s status.
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:
Done pending approval
Updating a job’s status
As mentioned, Workiz provides six statuses by default. You will not need to create a status within Workiz, but you will need to assign a status as desired.
From the sidebar menu, select Jobs
Find a job you want to update the status for and select the Job ID
From the Quick-view sidebar, select the dropdown menu under Status and choose a status as desired
Your job will now be categorized under the status you just selected, helping you keep track of how your business is doing.
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