Work Order Status

Each Work Order is assigned a Status that identifies where it is in the work flow. The Status changes as a job progresses from beginning to completion. Here is an explanation of the Status terms:

Estimate (for Projects):

This Status is used only for Projects, because Service Calls do not have an Estimate.

Once you Create a New Estimate it remains in Estimate status until the following tasks are complete:

1.	Define Project Estimate

2.	Get Customer Approval

3.	Activate a Project

In Progress:

This Status indicates that a Work Order is active and either ready for work or being worked on.

•	Service Calls have this Status as soon as they are created. The first stage for them is In Progress.

•	Projects, which require an Estimate, must be Activated in order to move from the Estimate stage to In Progress. (See Activate a Project.)

Billed:

The In Progress status will change to Billed when the Work Order is completely billed. Invoicing differs for a Service Call and a Project. See the topics below for further explanation:

•	Create an Invoice

•	Invoice the Service Call

•	Invoice the Project

Canceled:

There are many possible reasons why you might cancel a Work Order. With a Project, for example, the Customer may not accept the Estimate. Use the Actions button at the bottom left of the Work Order Screen to Cancel / Reactivate. For more details, see Cancel a Work Order.

Please Note:

The work flow for all Work Orders basically follows similar steps. The exceptions are:

•	At the start - a Project has an extra step up front, the Estimate.

•	At the end - the method of Invoicing differs. See the following for more detail:

►	Invoice a Service Call

►	Invoice a Fixed-Amount Project

The remaining flow for the work is the same.

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