Level 1 · Getting Started 5 min read All

Understanding the Job Workflow

Understanding the Job Workflow

Job workflow status pipeline

Every job in TradesmanExperts follows a clear lifecycle:

Job States

  1. Draft — Job created, not yet scheduled
  2. Scheduled — Assigned to an engineer with a date/time
  3. In Progress — Engineer has started work on-site
  4. Completed — Work finished, ready to invoice
  5. Invoiced — Invoice sent to customer
  6. Paid — Payment received

Key Tip

You can track exactly where every job is at a glance from the Jobs dashboard.