Moving a job through the pipeline

Every job follows the same order. You can't skip a step — finish the current one first. If you try to jump ahead, Fieldwright shows: “Complete each step in order: Lead → Scheduled → In Progress → Completed → Invoiced.”

Lead → Scheduled

1. 1

   Open the job

   Find it in Jobs or from the home dashboard.

2. 2

   Set a start date on the Schedule card

   As soon as you save a date, the job moves to Scheduled automatically and shows on the calendar.

Scheduled → In Progress

1. 1

   Open the job

   On the day you start the work, or whenever it's actually under way.

2. 2

   Mark as In Progress

   Use the status dropdown next to the title, or tap Mark as In Progress in the setup checklist.

In Progress → Complete

1. 1

   Wrap up your daily logs and photos

   Useful for your own records and for the customer if there's ever a question later.

2. 2

   Change status to Complete

   Use the same status dropdown next to the job title.

Complete → Invoiced

1. 1

   Send an invoice from the job

   Open the job, tap + New invoice, fill in the details, and Save and send. See “Sending an invoice” for the full walkthrough.

2. 2

   Status updates on its own

   Once the invoice is sent, the job moves to Invoiced automatically.