Customizing Job Statuses by Job Type

Step-by-Step Instructions

1. 

   This video covers how to customize statuses and substatuses for each job type. FieldMagic allows you to configure which major statuses

2. 

   you have across the top and how many. and the substatuses for each. You can tailor these per job type.

3. 

   Different job types may require different workflows. to, An inspector may have a different workflow than a Major Works job or a Simple Repair job.

4. 

   You can customize these settings. Go to Settings and select Configure Job Status

5. 

   For each job type, select the main statuses. and the sub-statuses.

6. 

   We recommend adding and editing sub-statuses. However you can also update the main statuses.

7. 

   We recommend adding to the statuses not removing them. There are limits on how many statuses fit across the top, whereas sub-statuses

8. 

   you can add unlimited. For example, add a custom value such as Awaiting Scheduling or a such as Awaiting PO.

9. 

   Add another status called Awaiting Approval or Client Approval. FieldMagic automatically assigns a colour. You can also select that

10. 

    and choose who is allowed to set the job status. What was this sub-status or status? This is based on the role they belong to.

11. 

    Save the configuration. To apply the same settings to different job types, copy the configuration