Job Statuses — What Each One Means
Every job in Trade2Base moves through a series of statuses as it progresses from booking to payment. Understanding each status helps you keep your pipeline clean, your engineers informed, and your invoicing on time.
All statuses explained
The job has just been created. No engineer has been assigned and no date has been confirmed yet. This is the default state when you create a job without filling in all details.
A date and time are confirmed and an engineer has been assigned. The customer can be notified automatically by email or SMS at this stage. The job should appear on your schedule.
The engineer has been dispatched and is travelling to the job site. Customers with a portal link can see that the engineer is on their way. The engineer updates this from the mobile view.
The engineer has checked in at the site and work is in progress. Time-tracking begins at this point if you have it enabled. The customer portal shows the current status in real time.
The work is done but no invoice has been raised yet. This is the prompt to create an invoice. Jobs in this status show up in the invoicing queue on your dashboard.
An invoice has been raised and sent to the customer. The job is waiting for payment. You can see the linked invoice from the job record.
Payment has been received and logged. The job is fully closed. Revenue from this job appears in your reports from the date payment was marked.
The job was abandoned before completion. It is kept on record but excluded from revenue reports. Always fill in the reason field so you can track why jobs are cancelled over time.
Typical status progression
Most jobs follow this path. Not every job hits every status — for example, some smaller jobs skip directly from Booked to Completed without En Route or On Site being logged.
Accurate statuses power your dashboard KPIs. Jobs stuck on “Completed” without an invoice inflate your uninvoiced work figure. A quick status update takes seconds and keeps your numbers trustworthy.
When you cancel a job, the reason field is optional — but filling it in is worth it. Over time, patterns in cancellation reasons (e.g. “price too high” or “booked elsewhere”) reveal useful insights about your quoting and response times.
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