Status Colors

Every ticket and job has a color-coded status badge. The color tells you at a glance what action is needed.

Tickets (Sales Pipeline)

Badge	Status	Meaning	Action Needed
🔴 Submit Bid	BID_PENDING	New contact — no bid sent yet	Prepare and send a bid
🟠 Follow Up	BID_SUBMITTED	Bid sent, awaiting customer response	Follow up on the due date

Jobs

Badge	Status	Meaning	Action Needed
🟡 Approved	APPROVED	Bid accepted, placeholder date on calendar	Confirm work date with customer
🟢 Scheduled	SCHEDULED	Work date confirmed	Crew up, send tenant notices
🔵 Completed	COMPLETED	Work done, invoice sent	Wait for payment
🟣 Invoiced	INVOICED	Auto: 2+ weeks after invoice date	Follow up if needed
🔴 Overdue	OVERDUE	Auto: 30+ days after invoice date	Chase payment
🩵 Paid	PAID	Payment received	Nothing — job is done
⚫ Cold	COLD	Job not awarded	Re-engage later via Cold List

Automatic Transitions

COMPLETED → INVOICED → OVERDUE transitions happen automatically based on the Invoice Date you record on the job. No manual status change is needed — the app calculates the current status every time the page loads.

• Invoiced kicks in 14 days after invoice date
• Overdue kicks in 30 days after invoice date

Changing Status Manually

On any Job detail page, use the Change Status dropdown to move a job to any valid status. This lets you reverse a transition (e.g., move a Scheduled job back to Approved) or jump ahead if needed.