Understanding job statuses and stages
A job's Status represents its main position in the workflow.
Understanding job statuses and stages
A job's Status represents its main position in the workflow.
Statuses include:
Quote → Pending → In Progress → Complete → Labour Review / Sign-Off → Materials Review / Sign-Off → Approved for Invoicing → Invoiced → Archived
Complete is an important handover point
Supervisors and Standard users can progress work through to Complete.
Only an Admin can move the job beyond Complete into the review and invoicing workflow.
This gives the team a clear point to say the work itself is finished while leaving the office to review labour and materials before invoicing.
Stages
Stages provide an additional level of detail within some statuses.
For example, a job might be Pending but have a stage showing that it's Awaiting Materials.
Some stages can also be updated automatically as things happen within Brisk.
If you think a job has disappeared, check your status and stage filters first. It may simply have moved to another part of the workflow.