Status Pipeline Explained

Every customer repair has a workflow status you can filter on the Jobsheet list. The button to start a job is still New Jobsheet — New Intake is a status, not the CTA.

How to filter on Jobsheet

Same nine statuses and filter meaning on phone and computer — only the control shape differs on phone.

Phone — open Jobsheet. Use the Status dropdown beside Date range (⋯ stays for more filters). Pick a status or All statuses. When any filter is active, Clear sits on its own row under that row.
Computer — use the status chips on the filter row as before.

Customer repair pipeline

These are the statuses on the Jobsheet filters. The list shows a short label; the record stores the full value.

List label	Stored status	Typical meaning
New Intake	New intake	Just registered. Default for customer-owned repairs.
Booking	Booking	After intake, before the bench. Teal chip (not New Intake blue, not In Repair amber). Counts as active / days-in-shop like New intake.
In Repair	In repair	On the bench.
Waiting Parts	Waiting parts	Blocked on a spare part.
On Hold	On hold	Paused (waiting on customer, quote, and similar).
Ready Pickup	Ready for pickup	Done — customer can collect.
Complete	Completed	Closed out (collected / finished).
Refund	Refund Pending	Refund still in progress.
Cancelled	Void	Job cancelled. The stored value is Void, not "Cancelled".

Label vs value Filters say New Intake / Ready Pickup (Status dropdown on phone; chips on computer). The job record uses New intake / Ready for pickup. Same statuses — different capitalisation on the filter labels. Booking is the same on the filter and the record.

Not a calendar booking Jobsheet status Booking is a pipeline stage only. It is not an appointment on the Bookings calendar.

How to change status

Open Jobsheet and find the device, or open the device record.
Change Workflow status from the field on the record, or use the quick chips (below).
Status history is logged (old value, new value, who changed it).

Dedicated mobile shell On /m, open Jobs, tap a job, then use Quick status or the full Set status select. Same nine statuses as Jobsheet. See Jobs on phone.

Quick chips on Summary (handy on phone)

When you are not editing the device, the Summary tab shows the same quick status chips as the Repair tab — under Next action. On a phone you can advance the job without hunting for Repair.

→ In Repair
→ Waiting Parts
→ On Hold
→ Ready Pickup
→ Completed

Tap a chip to set workflow status (and the usual matching repair status). Editing mode hides the chips on both Summary and Repair.

Same chips, two places Summary and Repair share one set of chips. Behaviour is the same — only the place you tap changes.

If the status update fails, you get a toast like Couldn't update status. The UI rolls back to the previous status and clears the applying chip so you can try again.

Dashboard tiles such as Active Repairs, Ready Pickup, Waiting Parts, and Overdue read from these statuses plus promised dates. Booking is counted with New intake for active jobs and days in shop. The public customer tracker maps Booking the same way as New intake (received).

Repair status is a second field

Workflow status is "where is this job in the shop". Repair status is technician progress on the same record, for example:

Not started, Diagnosing, Waiting parts, Waiting customer decision
Repairable, Repaired, Completed

Changing workflow can update repair status automatically (e.g. New intake or Booking → Not started, Waiting parts → Waiting parts, Ready for pickup → Repaired). You can still set repair status by hand when it should differ.

Approval status

Separate again: Not required, Pending, Need Quotation, Approved, Declined.

Customer agreement (signed via the shared link) is also separate — signed jobs show as Agreed. One signature covers every device in a multi-device intake. See Multi-device intake.

Shop-owned and donor jobs

Not every device uses the customer pickup pipeline:

Shop inventory / resale starts as Backlog. Later statuses you may see include Evaluate later and Ready for resale.
Parts donor / salvage starts as Donor only.

Inventory status on a customer repair is normally Not inventory.

Other names in colour maps The app also knows colours for statuses such as Awaiting diagnosis, Diagnosed, Waiting approval, and QA testing. They are not the nine Jobsheet list-filter options (phone Status dropdown / desktop chips). If you see one on an older record, treat the stored text as the source of truth.

Last updated: 15 September 2026