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Every job has one of six statuses. The set is the same for every shop and cannot be changed. Settings > Statuses and Settings > Job Types are reference lists only.

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The six statuses

  • In Queue (Queued). Waits in Unassigned until you place it.
  • Assigned (Assigned). Sits on a technician column at a start time.
  • In Progress (Working). Work has started.
  • Waiting on Parts (Parts). Parts are ordered. Can sit on the board or in Unassigned.
  • Completed (Completed). Work is finished. The hatched card fades and will not drag anywhere on the board.
  • Archived (Archived). Off the board and out of the active Unassigned list until you filter that list for Archived.
Setting a job to In Queue or Archived takes it off the board.

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Change a status

Set status menu opened from a job card's status pill
Click the status pill on any card. A menu titled “Set status” lists Archive, Assigned, Completed, In Progress, In Queue, and Waiting on Parts. Pick one. You can also open the card and use the Status buttons in Job Details. Either way the change saves at once. Status changes work on past days too. You need the Owner / Admin, General Manager, Service Advisor, or Foreman role.

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Waiting on Parts

Choosing Waiting on Parts opens a window titled “Waiting on Parts” that reads “Record when parts were ordered and the expected arrival date.” Click Confirm to set the status or Cancel to leave it unchanged. Auto-Schedule uses the ETA to decide when the job is ready to place. See Run Auto-Schedule.

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Archive a job

Choosing Archive asks “Archive job?” with the note “This job will move off the board and out of the active Unassigned list. You can find it again with the Archived filter.” Click Archive to confirm or Cancel. To find an archived job later, open the Unassigned panel and set the Status filter to Archived. There is no delete. Archiving is the only way to remove a job, and you can set it back to another status at any time.

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Completed jobs

A Completed job stays where it is. It cannot be dragged, resized, or archived until you change its status. If you try, you see “Revert the completion first, then move the job.” or “Revert the completion first, then archive.” Set the status to In Progress or Assigned first, then make your change. A job whose RO # is still PENDING cannot be marked Completed from any control. “Add the RO number before marking this job Completed.” Type a numeric RO # in the job editor first, then set Completed from the status pill, Job Details, or the editor.
Last modified on August 28, 2026