Knowledge Base
The work order lifecycle
The work order lifecycle
Plan Workspace
A work order moves through statuses: Received, Classified, Scoped, Quoted, Awarded, Scheduled, In Progress, Complete (plus Cancelled and On Hold).
Every status change is recorded in the history with who made it and when. Three things can constrain a transition:
- Transition rules your admin sets (blocked moves, note required, minimum role)
- Document gates: mandatory evidence that must be attached before entering a status
- Verified identity: completing work requires an email-verified seat
The status changer on the work order shows only legal moves and explains anything blocked. Numbers are per customer: a work order bound to a customer takes that customer's own sequence (like ACME-0012) rather than a global count.
65
Views
0
Votes