Articles tagged statuses
Job statuses and what each one means
Job statuses aren't just labels — moving between them sends notifications, creates invoices, and updates the dispatch board. Knowing what each move triggers prevents the most common 'why did that happen?' moments.
Tags vs. Categories vs. Statuses vs. Custom Fields
Four different ways to label, classify, and structure data on accounts, jobs, and other records. They overlap on purpose. Knowing which to reach for first saves you a year of cleanup.