Job Status & Lifecycle

Understand job statuses and how to manage jobs through their complete lifecycle in WorkSnap Pro.

Job Statuses

WorkSnap Pro uses four statuses to track job progress:

Status	Description	Color	Use When
Active	Work in progress	Green	Job is underway
On Hold	Temporarily paused	Yellow	Waiting on customer, materials, or other factors
Completed	Work finished	Blue	All work is done
Cancelled	Job cancelled	Gray	Job won't proceed

Status Lifecycle

Jobs typically follow this progression:

Active --> Completed
   |
   v
On Hold --> Active --> Completed
   |
   v
Cancelled

Note: You can change status at any time. There's no enforced sequence. Change status based on actual job progress.

Changing Job Status

Quick Status Change

1. Open the job
2. Click the status indicator (colored badge)
3. Select the new status
4. Status updates immediately

From Edit View

1. Open the job
2. Click Edit
3. Change the Status field
4. Save changes

Active Jobs

When to Use

Mark jobs as Active when:

• Work has begun
• You're ready to start
• Job is scheduled and proceeding
• Resuming from On Hold

Active Job Features

Active jobs appear prominently in:

• Dashboard active job count
• Default job list view
• Schedule calendar
• Team workload views

On Hold Jobs

When to Use

Mark jobs as On Hold when:

• Waiting for customer decision
• Materials backordered
• Weather delays
• Customer requests pause
• Scheduling conflicts

On Hold Best Practices

1. Add a note explaining why the job is on hold
2. Set a follow-up reminder if applicable
3. Communicate with customer about the delay
4. Review regularly to avoid forgotten jobs

Resuming On Hold Jobs

1. Open the job
2. Change status to Active
3. Add note about resumption if helpful
4. Update schedule if dates changed

Completing Jobs

When to Mark Complete

Mark jobs as Completed when:

• All work is finished
• Customer has accepted the work
• Final invoice is sent (or not needed)
• No more billable work expected

Completion Checklist

Before marking complete, verify:

• All work is done
• Photos documented (before/after)
• Time entries logged
• Final invoice sent
• Payments received (or payment plan in place)
• Customer satisfied

How to Complete a Job

1. Open the job
2. Change status to Completed
3. Set the Actual End Date (if not auto-set)
4. Add completion notes if needed
5. Save

What Happens When Completed

• Job moves to completed jobs list
• Removed from active dashboard counts
• Still fully accessible and searchable
• Linked invoices/estimates remain accessible
• Photos and notes preserved
• Can be reopened if needed

Reopening Completed Jobs

If additional work is needed:

1. Open the completed job
2. Change status back to Active
3. Add note explaining why reopened
4. Continue work as normal

Cancelling Jobs

When to Cancel

Mark jobs as Cancelled when:

• Customer cancels the project
• Job won't proceed for any reason
• Estimate was rejected
• Scope changed completely (create new job instead)

Cancellation Process

1. Open the job
2. Change status to Cancelled
3. Add note with cancellation reason
4. Handle any outstanding invoices (cancel if needed)

After Cancellation

• Job remains in your records
• Financial data preserved for reporting
• Can be searched and reviewed
• Linked documents remain accessible
• Can reactivate if job resumes later

Job Dates and Timeline

Date Fields

Field	Description	When Set
Start Date	Planned or actual work start	When creating or starting job
Target End Date	Expected completion	During planning
Actual End Date	Real completion date	When marking complete

Timeline Best Practices

1. Set Start Date when work begins
2. Set Target End Date for planning
3. Update dates if timeline changes
4. Record Actual End Date on completion

Financial Tracking Through Lifecycle

Jobs track financial progress automatically:

Metric	Source	Updates When
Estimated Total	Linked estimates	Estimate created/modified
Invoiced Total	Linked invoices	Invoice created/modified
Paid Total	Invoice payments	Payments recorded

Financial Status by Job Stage

Active Jobs

• Monitor estimated vs invoiced
• Track payment progress
• Identify outstanding balances

Completed Jobs

• Review final profitability
• Confirm all payments received
• Use for future estimating

Filtering Jobs by Status

Find jobs quickly by status:

1. Go to Jobs
2. Use status filter dropdown
3. Select: All, Active, On Hold, Completed, or Cancelled
4. List updates to show matching jobs

Default View

By default, the job list shows Active jobs. Switch filters to see other statuses.

Status in Job Details

When viewing a job, you'll see:

• Current status badge (color-coded)
• Status change history in activity feed
• Quick status change option
• Related dates

Bulk Status Changes

To change multiple jobs at once:

1. Go to Jobs
2. Select multiple jobs (checkboxes)
3. Click Bulk Actions
4. Choose Change Status
5. Select new status
6. Confirm

Notifications and Status

Depending on your settings:

• Status changes may trigger team notifications
• Completed jobs may prompt review requests
• On Hold jobs may generate follow-up reminders

Best Practices

For Active Jobs

• Keep status current
• Add notes about progress
• Update schedule when things change
• Log time regularly

For On Hold Jobs

• Always note the reason
• Set follow-up reminders
• Review weekly
• Communicate with customers

For Completed Jobs

• Ensure all documentation complete
• Verify payments received
• Take final photos
• Request customer reviews

For Cancelled Jobs

• Document cancellation reason
• Cancel any draft invoices
• Note lessons learned
• Consider if customer relationship needs attention

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