Job Statuses and Workflows

Conkr uses a simple status system to track where every job sits. No more wondering "what's happening with the Smith job?"

Status Definitions

• **Draft** — job created but not yet scheduled
• **Pending** — scheduled, waiting to start
• **In Progress** — work has begun
• **On Hold** — paused (waiting for parts, customer approval, etc.)
• **Completed** — work done, ready for invoicing
• **Invoiced** — invoice created and sent
• **Paid** — payment received in full
• **Cancelled** — job won't proceed (kept for records)

Status Transitions

Most status changes are manual — you control the workflow. Some happen automatically:

• Accepting a quote creates a job in **Pending**
• Creating an invoice from a job moves it to **Invoiced**
• Recording full payment moves it to **Paid**

Custom Workflows

Your business might have specific steps. Use tags and internal notes to track custom stages within a status. For example, an "In Progress" job might have tags for "rough-in complete" and "fit-off pending."

Notifications

Team members get notified when:

• They're assigned to a new job
• A job status changes
• A customer accepts a quote
• A job is rescheduled

Configure notification preferences in Settings → Notifications.