Work Order Substatuses

Work Order Substatus

We have created a system for tracking exactly what step a work order is on. For example, rather than just saying a work order is assigned, we can track if it is awaiting assignment confirmation, checked in, checked out, etc. This provides increased visibility into what is happening on a work order and will make it easier to manage work orders.

Seeing Substatuses on Work Orders

When Listing a Work Order

You will see substatuses as labels when listing work orders.

By clicking on substatuses in the categories list at the top, you will only show work orders in a particular substatus.

When Viewing a Work Order

You will see a bar at the top of work orders that summarizes the substatus and provides details on what to do next on the work order. Substatuses are shown under Latest Activity.

List of Work Order Substatuses

Substatus	Status	Description
Saved	created	Work order has been created.
Bounced	created	Work order was published/routed/assigned, then changed back to created. So, its in created now, but has not always been.
Awaiting Response	published, routed	Work order is published and has no unreviewed requests/counter offers.
Requested	published	Work order is published and has at least one unreviewed request
Counter Offer	published, routed	Work order is published and has an unreviewed counter offer and no unreviewed requests. Alternatively, work order is routed and has an unreviewed counter offer.
Auto Dispatched	published	Work order is being auto dispatched and is waiting for requests.
Declined	routed	Work order was routed and all those it was routed to have declined the work order.
Unconfirmed	assigned	Work order is assigned, but provider has not yet confirmed assignment.
Confirmed	assigned	Work order is assigned and provider has confirmed assignment. Provider cannot yet mark ready to go.
Ready to Go	assigned	Work order is assigned and provider has marked ready to go.
Checked In	assigned	Provider has checked in
Checked Out	assigned	Provider has checked out
Pending Review	work done	Work order is in work done, but has not been looked at yet by a buyer.
Under Review	work done	Work order is in work done and has been looked at by the buyer. (set when a buyer views the approval & payment tab of the work done work order).
Pending Payment	approved	Work order is in approved status. Right now, we only have one substatus, but we plan to expand on this in the future to better track the approval process.
[blank]	paid	When Work Order Paid, substatus cleared out.

Using Substatuses with the API

Substatuses are treated as labels in the API.

Tags: Managing Work Orders, Key Features