{"id":1202,"date":"2025-07-10T12:53:18","date_gmt":"2025-07-10T12:53:18","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1202"},"modified":"2025-07-10T12:58:16","modified_gmt":"2025-07-10T12:58:16","password":"","slug":"configure-job-status-and-categories","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=configure-job-status-and-categories","title":{"rendered":"Configure Job Status and Categories"},"content":{"rendered":"\n

Understanding Job Status<\/strong><\/h2>\n\n\n\n

Job statuses represent the lifecycle stages of a work order from creation to completion. Customizing statuses allows you to match your specific business workflow and enable proper tracking.<\/p>\n\n\n\n

Standard Job Lifecycle<\/strong><\/h3>\n\n\n\n

Typical field service job progression:<\/p>\n\n\n\n

Created \u2192 Scheduled \u2192 Dispatched \u2192 En Route \u2192 On Site \u2192 In Progress \u2192 Completed \u2192 Invoiced<\/p>\n\n\n\n

Status Functions<\/strong><\/h3>\n\n\n\n

Each status serves specific purposes:<\/p>\n\n\n\n

Operational Control<\/strong><\/p>\n\n\n\n

  • Track job location in workflow<\/li>
  • Enable\/disable actions<\/li>
  • Trigger automations<\/li>
  • Control visibility<\/li><\/ul>\n\n\n\n

    Performance Monitoring<\/strong><\/p>\n\n\n\n

    • Measure time in each stage<\/li>
    • Identify bottlenecks<\/li>
    • Track efficiency<\/li>
    • Monitor SLAs<\/li><\/ul>\n\n\n\n
      \n\n\n\n

      Customizing Job Statuses<\/strong><\/h2>\n\n\n\n

      Step 1: Access Job Status Configuration<\/strong><\/h3>\n\n\n\n
      1. Navigate to Setup<\/strong> \u2192 Object Manager<\/strong> \u2192 Job<\/strong><\/li>
      2. Click on Fields & Relationships<\/strong><\/li>
      3. Find Status<\/strong> field<\/li>
      4. Click on Status<\/strong> field name<\/li><\/ol>\n\n\n\n

        Step 2: Review Default Statuses<\/strong><\/h3>\n\n\n\n

        FieldAx includes standard statuses:<\/p>\n\n\n\n

        Default Status Values<\/strong><\/p>\n\n\n\n

        • New<\/li>
        • Scheduled<\/li>
        • Dispatched<\/li>
        • In Progress<\/li>
        • Completed<\/li>
        • Cancelled<\/li>
        • On Hold<\/li><\/ul>\n\n\n\n

          Step 3: Add Custom Statuses<\/strong><\/h3>\n\n\n\n

          To add new status values:<\/p>\n\n\n\n

          1. In Status picklist values, click New<\/strong><\/li>
          2. Add custom status:
            • Status Value<\/strong>: Awaiting Parts<\/li>
            • API Name<\/strong>: Awaiting_Parts<\/li>
            • Description<\/strong>: Job paused pending parts arrival<\/li><\/ul><\/li>
            • Click Save<\/strong><\/li><\/ol>\n\n\n\n

              Recommended Additional Statuses<\/strong><\/p>\n\n\n\n

              • Awaiting Approval<\/strong>: Customer approval needed<\/li>
              • Needs Follow-up<\/strong>: Additional work required<\/li>
              • Invoice Pending<\/strong>: Work complete, billing pending<\/li>
              • Under Review<\/strong>: Quality check in progress<\/li>
              • Rescheduled<\/strong>: Customer requested new date<\/li><\/ul>\n\n\n\n

                Step 4: Status-Based Automation<\/strong><\/h3>\n\n\n\n

                Configure automatic actions by status:<\/p>\n\n\n\n

                When Status = Dispatched<\/strong><\/p>\n\n\n\n

                • Send SMS to customer<\/li>
                • Update engineer schedule<\/li>
                • Start GPS tracking<\/li>
                • Create timecard record<\/li><\/ul>\n\n\n\n

                  When Status = Completed<\/strong><\/p>\n\n\n\n

                  • Stop time tracking<\/li>
                  • Send service report<\/li>
                  • Request customer feedback<\/li>
                  • Generate invoice draft<\/li><\/ul>\n\n\n\n

                    To create automation:<\/p>\n\n\n\n

                    1. Navigate to Setup<\/strong> \u2192 Flows<\/strong><\/li>
                    2. Create new flow: “Job Status Automation”<\/li>
                    3. Set trigger: When Job Status changes<\/li>
                    4. Add actions for each status<\/li><\/ol>\n\n\n\n
                      \n\n\n\n

                      Customizing Job Categories<\/strong><\/h2>\n\n\n\n

                      Understanding Categories<\/strong><\/h3>\n\n\n\n

                      Categories group similar jobs for:<\/p>\n\n\n\n

                      • Reporting and analytics<\/li>
                      • Work assignment<\/li>
                      • Pricing rules<\/li>
                      • SLA management<\/li><\/ul>\n\n\n\n

                        Step 1: Access Category Configuration<\/strong><\/h3>\n\n\n\n
                        1. Navigate to Setup<\/strong> \u2192 Object Manager<\/strong> \u2192 Job<\/strong><\/li>
                        2. Click Fields & Relationships<\/strong><\/li>
                        3. Find Category<\/strong> field<\/li>
                        4. Click to edit<\/li><\/ol>\n\n\n\n

                          Step 2: Define Category Structure<\/strong><\/h3>\n\n\n\n

                          Create logical groupings:<\/p>\n\n\n\n

                          Service-Based Categories<\/strong><\/p>\n\n\n\n

                          • Installation<\/li>
                          • Preventive Maintenance<\/li>
                          • Repair Service<\/li>
                          • Emergency Service<\/li>
                          • Inspection<\/li>
                          • Consultation<\/li><\/ul>\n\n\n\n

                            System-Based Categories<\/strong><\/p>\n\n\n\n

                            • HVAC Services<\/li>
                            • Plumbing Services<\/li>
                            • Electrical Services<\/li>
                            • Appliance Services<\/li><\/ul>\n\n\n\n

                              Customer-Based Categories<\/strong><\/p>\n\n\n\n

                              • Residential Service<\/li>
                              • Commercial Service<\/li>
                              • Industrial Service<\/li>
                              • Warranty Service<\/li><\/ul>\n\n\n\n
                                \n\n\n\n

                                Integration with Business Processes<\/strong><\/h2>\n\n\n\n

                                Workflow Integration<\/strong><\/h3>\n\n\n\n

                                Connect statuses and categories to workflows:<\/p>\n\n\n\n

                                Dispatch Workflow<\/strong><\/p>\n\n\n\n

                                1. New jobs appear in “Unscheduled” queue<\/li>
                                2. Scheduler assigns based on category<\/li>
                                3. Status updates trigger notifications<\/li>
                                4. Category determines routing rules<\/li><\/ol>\n\n\n\n

                                  Billing Workflow<\/strong><\/p>\n\n\n\n

                                  1. Completed status triggers invoice creation<\/li>
                                  2. Category determines pricing rules<\/li>
                                  3. Status = Invoiced locks job record<\/li>
                                  4. Category drives revenue reporting<\/li><\/ol>\n\n\n\n

                                    Reporting Configuration<\/strong><\/h3>\n\n\n\n

                                    Set up reports by status and category:<\/p>\n\n\n\n

                                    Status-Based Reports<\/strong><\/p>\n\n\n\n

                                    • Jobs by Current Status<\/li>
                                    • Average Time per Status<\/li>
                                    • Status Transition Report<\/li>
                                    • Stuck Jobs Report (same status >X days)<\/li><\/ul>\n\n\n\n

                                      Category-Based Reports<\/strong><\/p>\n\n\n\n

                                      • Revenue by Category<\/li>
                                      • Service Mix Analysis<\/li>
                                      • Category Performance Metrics<\/li>
                                      • Technician Utilization by Category<\/li><\/ul>\n\n\n\n
                                        \n\n\n\n

                                        Best Practices<\/strong><\/h2>\n\n\n\n

                                        Status Management<\/strong><\/h3>\n\n\n\n

                                        Do’s:<\/strong><\/p>\n\n\n\n

                                        • Keep status list focused (8-12 statuses)<\/li>
                                        • Use clear, action-oriented names<\/li>
                                        • Document what each status means<\/li>
                                        • Train all users on proper usage<\/li><\/ul>\n\n\n\n

                                          Don’ts:<\/strong><\/p>\n\n\n\n

                                          • Create redundant statuses<\/li>
                                          • Allow backward status movement<\/li>
                                          • Skip required statuses<\/li>
                                          • Use statuses for non-workflow purposes<\/li><\/ul>\n\n\n\n

                                            Category Management<\/strong><\/h3>\n\n\n\n

                                            Do’s:<\/strong><\/p>\n\n\n\n

                                            • Align with business structure<\/li>
                                            • Keep categories mutually exclusive<\/li>
                                            • Use for meaningful analysis<\/li>
                                            • Review and refine regularly<\/li><\/ul>\n\n\n\n

                                              Don’ts:<\/strong><\/p>\n\n\n\n

                                              • Over-categorize (limit to 10-15)<\/li>
                                              • Mix different classification types<\/li>
                                              • Change frequently<\/li>
                                              • Use for temporary purposes<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

                                                Understanding Job Status Job statuses represent the lifecycle stages of a work order from creation to completion. Customizing statuses allows you to match your specific business workflow and enable proper tracking. Standard Job Lifecycle Typical field service job progression: Created \u2192 Scheduled \u2192 Dispatched \u2192 En Route \u2192 On Site \u2192 In Progress \u2192 Completed…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[],"class_list":["post-1202","docs","type-docs","status-publish","hentry","doc_category-essential-setup"],"year_month":"2026-05","word_count":439,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Essential Setup","term_url":"https:\/\/document.fieldax.com\/?doc_category=essential-setup"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1202","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1202"}],"version-history":[{"count":2,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1202\/revisions"}],"predecessor-version":[{"id":1207,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1202\/revisions\/1207"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1202"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1202"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}