Statuses
Every status a record can have, what it means, and what moves it on.
Clients
| Status | Meaning | How it changes |
|---|---|---|
| Lead | Hasn't paid you yet | Default for new clients |
| Active | A paying client | Set automatically on their first payment, or by editing |
| Archived | No longer a client | By editing |
Requests
| Status | Meaning | How it changes |
|---|---|---|
| New | Just came in | Default |
| Assessment scheduled | A site visit is booked | Setting an assessment visit time |
| Assessment complete | Ready to quote | Mark assessment complete |
| Converted | Turned into a quote | Saving a quote made with Convert to quote |
| Archived | Closed without quoting | Archive (and Restore to bring back as New) |
The Overdue tab shows scheduled assessments whose time has passed. Needs approval shows completed assessments.
Quotes
| Status | Meaning | How it changes |
|---|---|---|
| Draft | Being written | Default; Back to draft |
| Awaiting response | Sent to the client | Mark as sent |
| Changes requested | The client wants changes | Changes requested |
| Approved | The client said yes. A project starts. | Mark approved, or Approve quote on the pipeline strip |
| Converted | Turned into a job | Convert to job |
| Archived | Not going ahead | Archive (and Restore as draft) |
Projects
| Status | Meaning |
|---|---|
| Active | In progress |
| On hold | Paused |
| Done | Finished. Close the project sets this once it's paid in full. |
| Archived | Put away |
Tasks
Not started, Working on it, Stuck, In review, Done. Priorities: Low, Medium, High, Critical.
Jobs
| Status | Meaning | How it changes |
|---|---|---|
| Active | Scheduled or in progress | Default; Reopen; Restore |
| Completed | Work done, not invoiced | Mark complete |
| Invoiced | On an invoice | Create invoice, or the project's final invoice |
| Archived | Set aside | Archive |
Tabs that are worked out for you: Requires invoicing (completed), Action required (active, but the scheduled time has passed) and Unscheduled (active, no start time).
Invoices
| Status | Meaning | How it changes |
|---|---|---|
| Draft | Not sent yet | Default |
| Awaiting payment | Sent, balance due | Mark as sent |
| Paid | Balance is zero | Recording the last payment (or sending a zero-total invoice) |
| Bad debt | Written off | Mark bad debt |
Past due shows invoices awaiting payment after their due date.
Inventory items
Items show Low stock below their reorder level, and Below zero when more has been logged than was in stock.