Booking statuses and buttons: Home services

Every status on the Dispatch board, the button that moves a booking to it, and the order they come in.

Where: Work → Dispatch boardFor: Home services

Steps

  1. New job → Scheduled or Cancelled
  2. Scheduled → Dispatched or Cancelled
  3. Dispatched → En route or Cancelled
  4. En route → Arrived or Cancelled
  5. Arrived → In progress or Cancelled
  6. In progress → Completed

Every button and what it does

Names as they appear on screen.
Schedule jobMoves the booking to “Scheduled” and updates the customer's status page.
Dispatch technicianMoves the booking to “Dispatched” and updates the customer's status page.
Start routeMoves the booking to “En route” and updates the customer's status page.
Mark arrivedMoves the booking to “Arrived” and updates the customer's status page.
Start workMoves the booking to “In progress” and updates the customer's status page.
Complete jobMoves the booking to “Completed” and updates the customer's status page.
Cancel jobMoves the booking to “Cancelled” and updates the customer's status page.
New job (status)Where every new request from your website or a QR code starts.
Scheduled (status)Reached with the “Schedule job” button.
Dispatched (status)Reached with the “Dispatch technician” button.
En route (status)Reached with the “Start route” button.
Arrived (status)Reached with the “Mark arrived” button.
In progress (status)Reached with the “Start work” button.
Completed (status)Reached with the “Complete job” button.
Cancelled (status)Reached with the “Cancel job” button.

Good to know

Staff only see the buttons their job allows. Every change is recorded in the booking's status history.

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