5.13.00 Job Statuses

Job Statuses help you keep track of the progress of the jobs in your database.  The Job Status master table stores the Job Statuses available in the current database.  Job Status is assigned to a Bid on the Cover Sheet and can be used to indicate the phase or stage of a project.

The Job Status at the top of the list is what all NEW Bids are set to by default.

Job Status is set on the Bid's Cover Sheet:

Creating a New Job Status

To create a custom Job Status,

• Click Master > Job Statuses or click the Lookup icon next to the Job Status field on the Cover Sheet.  This list can also be accessed from the Cover Sheet by typing in a Job Status that does not already exist in the database, the program will prompt to add it to the Master.
• Click the New button - a blank row appears in the list
• Type in the new name and press the <Enter> key - the new status appears in the list

Setting a Job Status to Locked

When a Bid is assigned to a locked Job Status, the Bid becomes Read Only.  In the screen shot above "Sold" is set to "Lock Bid" - any Bid assigned to the Job Status "Sold" would be read only.  To set a Job Status as locked,

• Open the Job Statuses list (Master > Job Statuses)
• Check the "Lock Bid" checkbox for the Job Status to set as 'locked'

• This affects all Bids in the database set to this Job Status.

Managing Job Statuses

Click DELETE to delete a selected status in the list; however if a Job Status is used in any Bid it cannot be deleted.

Click Move Up or Move Down to move a Job Status' position in the list.

Click Print to print the list of all Job Statuses and their Lock Bid status for the current entire Database.

• The Bids Tab can be grouped by Job Status, see Bids Tab for more information.

Job Types