Booking statuses and buttons: Local services

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

Where: Work → Service request boardFor: Local services

Steps

  1. New request → Accepted or Cancelled
  2. Accepted → Assigned or Cancelled
  3. Assigned → On the way or Cancelled
  4. On the way → Arrived or Cancelled
  5. Arrived → Work started or Cancelled
  6. Work started → Completed

Every button and what it does

Names as they appear on screen.
Accept requestMoves the booking to “Accepted” and updates the customer's status page.
Assign technicianMoves the booking to “Assigned” and updates the customer's status page.
Send on the wayMoves the booking to “On the way” 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 “Work started” and updates the customer's status page.
Complete jobMoves the booking to “Completed” and updates the customer's status page.
Cancel requestMoves the booking to “Cancelled” and updates the customer's status page.
New request (status)Where every new request from your website or a QR code starts.
Accepted (status)Reached with the “Accept request” button.
Assigned (status)Reached with the “Assign technician” button.
On the way (status)Reached with the “Send on the way” button.
Arrived (status)Reached with the “Mark arrived” button.
Work started (status)Reached with the “Start work” button.
Completed (status)Reached with the “Complete job” button.
Cancelled (status)Reached with the “Cancel request” 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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