Setting Up Stage Gates for Jobs
Stage gates let you enforce rules about when a job can move from one stage to the next. Use them to ensure deposits are collected before work starts, sign-offs are obtained before invoicing, or certificates are uploaded before a job can be marked complete.
How to set up a stage gate
In the main navigation, open Settings and select Job Stages. Click "Add stage gate" to create a new gate.
Give the gate a clear name that describes the requirement, for example "Deposit received before starting" or "Sign-off before invoicing". This name is shown to engineers and office staff when they try to advance a job.
Choose what must be satisfied before the job can advance. A stage gate can require a deposit payment, customer sign-off, checklist completion or certificate upload. Select the condition type and configure any additional settings — for example, specify which checklist must be completed or which certificate type must be uploaded.
Choose which job type the gate applies to and set the transition it controls — for example, all "Installation" jobs require a deposit payment before moving to "In Progress". You can assign the same gate to multiple job types.
When someone tries to advance a job past the gated transition, Trade2Base checks the condition. If it is not met, the system shows a clear message explaining what is required. They cannot proceed until the condition is satisfied.
Stage gates enforce your business process automatically — no more jobs starting without a deposit, or invoices sent without a sign-off.
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Stage gates, checklists, deposits and sign-offs — built in so nothing falls through the cracks.
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