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Managing Custom Work Order Statuses

Work Order Statuses

Custom work order statuses let you track jobs using terms that match your shop’s workflow, such as Technician In Progress, Waiting for Parts, or Customer Notified.

Important Notes

  • Open and Closed are system statuses and cannot be removed.
  • Custom statuses cannot be deleted if any active work order is currently assigned to them.
  • Changing a status does not affect billing or payment behavior.
  • Status filters on the Work Orders page update automatically when new statuses are added.

Step 1: Enable Premium Service Orders

Go to My Profile → Account Billing.
Scroll to Pro Features and locate Advanced Service Orders.
Click Subscribe or Start Trial.

Step 2: Open the Service Order Status Manager

Go to My Profile → Account Billing.
In the Active Pro Features panel, find Advanced Service Orders.
Click Manage Service Order Statuses.
A new panel titled Service Orders Management will appear at the bottom of the page.

Step 3: Add a New Custom Status

Click Add New Status.
A form will appear allowing you to enter:

  • Status Name (e.g., Technician In Progress)
  • Description (optional notes about when the status is used)

Click Create to save the new status.

Step 4: Edit or Remove a Custom Status

To edit a status, click the Edit button next to the status name.
Make changes as needed and click Save.

To delete a status:

  • Ensure no active work orders are currently assigned to that status.
  • Click Delete next to the status.

If a status is still assigned to any work orders, deletion will be blocked for safety.

Step 5: Apply the Status to a Work Order

Open a work order.
In the top right actions panel, locate the Status dropdown.
Select one of your custom statuses.
The work order will update immediately.

Step 6: Filter Work Orders by Status

Go to Work Orders in the left menu.
Use the Filter by Status dropdown in the top-left corner.
Select the status to view all work orders currently assigned to it.

Additional Notes

  • You can create as many statuses as your workflow requires.
  • Status changes are tracked instantly and do not require saving the entire work order.
  • Custom statuses help teams quickly see job progress and technician workflow.

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