How to change Job Status on mobile app

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Topic

To change the job status using your tablet/mobile, please follow these steps:

Instructions

  1. Navigate to the Jobs page.
  2. Search for and select the job number you wish to update.
  3. Select the Job Status section.
  4. Select the Status you need.
  5. Select Save on the job.

If the new status doesn't appear

  • The Jobs list is filtered by default to Active Jobs. Jobs moved to statuses such as Complete won’t appear in the Active list. Change the filter to find them. See All Active Jobs are not shown in the Mobile Active list.
  • After selecting a new status, tap Save. The status won’t update unless you save the job.
  • Saving requires an internet connection. If the job couldn’t be saved, fully close and reopen the app, then check the job. If the old status remains, select the new status again and save.
  • Your mobile and web status options may differ based on your staff permissions. An account owner or administrator can update these permissions in Settings for your user if needed (Updating Staff Member Permissions and Details).

Additional Information

See here for more info on filtering jobs: Filtering Jobs in the Job List

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