• Home
  • Forums
  • Help Documentation
  • Submit a request
  • Check your exists requests
  • FAQ
  • Webinars
  • Connect2Field.com
Help @ Connect2Field ยป Connect2Field WorkFlow / Standard Job Status - Explained

Topics

  • Getting Started 7
    • Log In - Log Out
    • Admin Dashboard
    • Connect2Field Help
    • Start using Connect2Field in 6 Easy Steps
    • Why use Connect2Field for your Service Business
    • Request a Demo
    • Manage Connect2Field Payments/Licenses
  • My Company Setup 4
    • Setup Basic Company Details
    • Customize the Main Menu Bar
    • Setup Tax Names for your Business/Country
    • Setup Tax Rates, Default Currency & Payment Types
  • User Setup 4
    • The different types of Users in Connect2Field
    • Creating Users in Connect2Field
    • Not Recieving SMS Notifications
    • Managing Field Worker Leave Days
  • Client Management 10
    • Creating & Searching Clients in Connect2Field
    • How to Delete Clients & Jobs
    • Customizing the Client Section in Connect2Field
    • Creating Custom Fields For Clients in Connect2Field
    • Creating and Using Customer types in Connect2Field
    • How to add Multiple Sites (Office Locations) to your Clients
    • Example: Use Custom Fields to Quick Search Clients
    • How to Book New Client Calls as Jobs
    • Call History - Book Existing Client Calls/Emails in Connect2Field
    • How to Manage/Bill Pre-Paid Client Contracts
  • Job Management 26
    • How to Create & Dispatch New Jobs in Connect2Field
    • How to setup Job Types & Default Service Notes in Connect2Field
    • How to Add Job Start & Job Finish Questions
    • How to Filter Job Central by Job Status
    • How to view Jobs & Job Locations on a map
    • Creating Recurring Jobs in Connect2Field
    • How to End/Cancel Jobs from Recurring
    • Viewing Master Recurring Jobs in Connect2Field
    • How to Add Sub-Jobs in Connect2Field
    • How to attach documents to a Job
    • Using Search in Job Central
    • Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
    • How to Print/Email a Job Card and attached images to a Job
    • How To apply colors to different Job Types ?
    • How to setup your Field Workers to receive Outlook Calendar Appointments
    • How to Add Fields to Job Central
    • Connect2Field WorkFlow / Standard Job Status - Explained
    • Example: Track Job progress with Custom Status Icons
    • Example: Capturing crucial Job Information using Custom Fields
    • How to Archive Completed Jobs
    • How to Un-Archive Jobs
    • How to Change Status of Multiple Jobs
    • Example: How to Charge/Bill your clients for your services using Connect2Field
    • Example 1: Planning your Field Work in Advance
    • Example 2: Planning your Field Work in Advance
    • How to Add Discount to Jobs
  • Invoice Management 9
    • How to Invoice your Customers for Service Jobs using Connect2Field
    • How to Invoice Customers for Service / Labor Hours
    • How to Configure Invoices
    • How to show Job Details & Additional Job Information in Invoices
    • Manage Client Accounts and Invoices
    • How to Email Invoices to Clients
    • How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients
    • How to Group & Print Multiple Invoices for a Client
    • How to change Invoice Date
  • Work Force Management 7
    • How to use Connect2Field's Messaging System
    • Configuring SMS for Field Workers in Connect2Field
    • How to Customize Email/SMS Templates for your Field Workers & Clients
    • How to enable or disable Alerts to your Field Workers
    • How to Re-Alert / Notify your Field Staff when a Job is re-scheduled
    • GPS - Tracking your Field Staff via Connect2Field Map
    • How to temporarily de-activate a Field Worker
  • Mobile Field Worker WebApp 12
    • Connect2Field Field Woker WebApp - Iphone Example
    • FieldWorker WebApp Configuration
    • Customize the Connect2Field Main Menu for your Mobile/Ipad
    • Control what fields appear while selecting a job from your Mobile/Ipad
    • Example: Use Tags for quick search of products in Iphone/Ipad
    • How to Update Product Prices while in the Field
    • How to Email Invoices to Clients while in the Field
    • Example: Creating Sub-Jobs while in the Field
    • How To Capture Clients Signature as Job Conformation
    • Reallocate Job to a different Field Worker while in the Field
    • How to Auto Populate Username/Password for your FW WebApp login on the iPhone
    • How to Enable/Disable Pricing Fields for the WebApp
  • Connect2Field Scheduler 5
    • Multi Person View
    • Day View
    • Week View
    • How to Re-schedule/temporarily remove a Job via the Scheduler
    • Creating New Appointments & New Jobs in Scheduler
  • Inventory Management 4
    • Adding Products & Services
    • Creating Tag Groups & Assign Products to Tags
    • Managing Warehouses
    • Inventory Management for your Fieldworker's Vans
  • Quote Management 3
    • How to Instantly Create New Jobs from Quotes
    • Create & Dispatch New Quotes
    • Viewing Quotes as Appointments on Scheduler
  • Reporting in Connect2Field 4
    • Types of Reports
    • Jobs Per Field Worker
    • Jobs Per Field Worker - Summary
    • Jobs Per Client
  • Customer Equipment Management 1
    • Working with Equipment Items
  • Supplier Management 3
    • How to add Suppliers in Connect2Field
    • How to configure Supplier Types
    • How to Add/Modify Custom Fields for Suppliers
  • Data Management 3
    • How to Export Jobs from Connect2Field
    • How to Import/Export Products & Update Inventory
    • How to Import/Export your Clients in Connect2Field
  • Accounts / Integration 7
    • Connect2Field Accounting Connector Setup for MYOB
    • Using the Connect2Field Accounting Connector with MYOB
    • Connect2Field - Xero Integration
    • Connect2Field - Saasu Integration - Service Invoices
    • Connect2Field - Saasu Integration - Item Invoices
    • Connect2Field - KashFlow Integration
    • Connect2Field - Capsule Integration
  • Customer Portal 3
    • What is the Customer Portal
    • Customer Portal Features
    • Customer Portal Setup
  • Case Study 1
    • Case Study - Plumbing / Mechanical Contractors Industry
  • Connect2Field Videos 1
    • How to schedule your Fieldworkers easy and quick
  • About Connect2Field 1
    • How To Subscribe To Connect2Field Updates

Last Updated

Jan 10, 2012

Download Lesson PDF

Download Manual PDF

Comments

0 comments for this lesson

  • Prev: How to Add Fields to Job Central
  • Next: Example: Track Job progress with Custom Status Icons

Connect2Field WorkFlow / Standard Job Status - Explained

Connect2Field follows a standard workflow process.. The idea is to track and report the different stages of a job, starting from Job Creation to Job Completion..

This tutorial is a guide to the different Job Statuses in Connect2Field

Media_1326171032327_display Zoom

From Options Choose
Job Configuration -> Manage Job Status and Status Images

Media_1326171287761_display Zoom

The Connect2Field Workflow or Job Stages start from:
1 ie Not Dispatched and End with Either 8,9 or 10 ie Completed, Rejected or Canceled.

All these different stages mean some action to the application and execute some code in the background..

So for example, if one were to select a field worker while adding a job and Dispatch the job, it executes some code which puts the job into the Field worker login for their mobiles..

Similarly, choosing Started, notes the Job Start Time and 7 Finished notes the Job End Time

These progression stages are very important because they are used to output reports as well as to track job progression..

Hence it is advisable not to change these fields.. Infact Connect2Field now does not permit changing of names for these Standard Status.. The images can be changed though to suit your needs..

Below is the description of each Status:

1) Not Dispatched: Job has been created but either no Field Worker is Assigned or job is not Dispatched to the Field Worker

2) Assigned: Tells the system that job is Assigned to a field worker.

3) Dispatched: Tells the system job has been dispatched to the field worker and to send out an alert to them..

4) Accepted: When the field worker choose to accept the job from their mobiles/ipads the status changes to Accepted..

5) Started: This notes the Job Start Date/Time when the field worker click Start Job on their mobile device..

6) In Progress: This marks that job is under progress..

7) Finished: This notes the Job Finish Date/Time when the field worker click Finish Job on their mobile device.. Then takes the field worker to the payment acceptance screen..

8) Completed: This tells the system that the job has been finished, payment accepted or skipped and job is ready for Invoicing.. The Job Central shows the $value of the job..

9) Rejected: This Status is applied when the fieldworker chooses to Reject the job from their mobile device..

10) Cancelled: The admin may choose to cancel a previously assigned job.. The set the status as 'Cancelled' from within the job..

Whenever a job status changes, the corresponding Status image gets applied automatically to the job..

Different businesses have different work flows and job progression stages.. Hence, at times there is a need to put in custom job status's apart from the standard ones..

Connect2Field allows you to create Custom Job Status to track the Job Progression stages..
However, please bear in mind that Custom Status's are solely for the purpose of display, ie they do not execute any code.. Neither do can they be used for reporting.. These are solely for internal use for your business to track job progress..

A complete tutorial on how to Create and Use Custom Job Status is available here

  • Prev: How to Add Fields to Job Central
  • Next: Example: Track Job progress with Custom Status Icons

Comments (0)

Add your comment

E-Mail me when someone replies to this comment