Progress a maintenance job to completion

If you are managing maintenance activity for your landlords, you may raise jobs relating to repair or improvement works needing carried out. When a job has been added to the system it will need to be progressed via the various stages to completion.

Job statuses

The stages in the job lifecycle are shown below. When viewing a job there is a visual flowchart shown along the top of the page indicating how far through the process the work is. 

• New (jobs whose estimated cost exceeds the landlord's maintenance threshold and require approval)
• Approved (jobs which are ready for assigning to a supplier to carry out the work) 
• Assigned (these jobs are currently being worked upon by suppliers) 
• Completed (the work is completed but not yet invoiced) 
• Invoiced (the job is now due for payment to the supplier, and has also been charged to the landlord) 

In some filters or views you may also see a number of additional "smart" statuses which are actually more like groups or categories of job status. 

• All - all jobs, irrespective of status
• Open - jobs which have not yet been invoiced. 
• Overdue - jobs with a due date which has passed

Progress a job 

The articles below provide full details on how the progress a job through each stage. 

• Add a new maintenance job
• Approve a job
• Assign a job to a supplier
• Mark work as completed
• Mark a job as invoiced
• Re-open a completed job

At some steps it is possible to jump forward several stages at a time, but the form may vary to ensure that all required information is captured for that state. For example, you can move a job from New directly to Assigned, but you will be prompted for the supplier information which is normally captured at the assignment stage.