Work Order Statuses

2. RSC has prepared a quote and it needs to be reviewed by RSM or Director.
5. Similar to Ready to Bill but this is for quoted jobs. There must only be one approved quote in the work order. The Inv Detail tab and Work Performed box must have the quote details entered.
7. The quote has been reviewed by RSM or Director and has been approved to be submitted to the customer
8. Awaiting quote approval from the customer and the job is complete
9. Tech has been dispatched to work order.
13. Parts have been officially ordered and tracking information is attached to documents or tracking number is placed in notes. If you place in this status you should be posting or sending a note to customer with an ETA.
16. Tech has checked out and the job is complete. RSC must review for completion notes, signature, IVR, pricing, etc. RSC can switch to another status base if job is not complete or additional information is needed.
17. Tech has checked out and a quote is needed. RSC to gather information to prep the quote either from tech or sub.

1. Work Order is ready to move to billing stage. All items must be done. IVR use properly, material/equipment cost entered, complete ticket attached, pictures (if applicable), clear and concise notes explaining what the tech/sub did to repair the issue.This is one of the most important status' we have.
3. Tech is driving to the location of the work order he is assigned to.
4. Awaiting quote approval from the customer and the job is not complete
6. Tech has arrived on site
10. All quote information is either attached or posted in a Quote note in X Factor. RSA/ RSC needs to write the proposal now.
11. A new work order
12. Tech has checked out and needs to return to the location to complete the job.
14. Need to research, find, and order parts.
15. Proposal has been approved by the client. Can also be used when a RSC needs to schedule a tech or sub.