Understanding job status
What each job status means, its badge color, and how crews use the five statuses as a pipeline from estimate to archive.
Every job carries a status that says where it sits in your pipeline, from a first quote to a finished, filed move. The status shows as a color-coded badge on each job card, so you can read the state of your board at a glance.
The five statuses
| Status | Badge color | What it means |
|---|---|---|
| Estimate | Amber | A quote. Every new job starts here. |
| Booked | Blue | The customer confirmed the move. |
| In Progress | Amber | The move is underway. |
| Completed | Green | The move is done. |
| Archived | Gray | Filed away and out of the active queue. |
Note: Estimate and In Progress share the same amber badge color. Read the badge text, not just the color, to tell them apart.
How crews use it as a pipeline
The statuses form a simple pipeline. A typical job moves through them like this:
- Estimate — you create the job to quote the move. New jobs and duplicated jobs both start here.
- Booked — the customer accepts and the move is on the calendar.
- In Progress — the crew is on-site capturing inventory and running the move.
- Completed — the move is finished.
- Archived — the job is done being referenced and you file it out of the way.
You're not forced through these in order. Set whatever status matches reality.
Changing a job's status
You can change status two ways, and both take effect immediately:
- Inline: on the Jobs tab, press and hold a job card and pick a new status from the Status submenu.
- In the editor: open the job, choose Edit job, and use the Status picker in the Pipeline section.
See Edit, duplicate, change status, or delete a job for the full walkthrough.
Note: Status is about your operational pipeline. It's separate from finalizing a job. Finalizing signs and locks the inventory as a legal record, which is a different action. See Finalize & sign.