Task Status Guide - what do they all mean?

Article author
Aleks Petrovic
  • Updated

This article explains what each of the task status's mean in the world of Uptick. This guide outlines the some of the statuses that are present by default for most customers, though it is possible to have custom statuses for your business. 

LearningBanner_Docs_2.png

The most common statuses and their colour coding are as follows:

mceclip3.png

A range of statuses will fall under the following stages which you can see when you view a task and click on the status to change it.

mceclip4.png

 

For more information, click the to expand the section.

READY STAGE - For tasks that are ready to be scheduled or begin work.

mceclip8.png

Tasks that are ready to be scheduled, either with an allocated appointment time or simply to be assigned to field staff with no allocated time.

mceclip9.png

Tasks are booked in with an allocated appointment time or have been assigned to the appropriate field staff with no allocated time.

 

IN PROGRESS STAGE - For tasks where someone is actively working on the job.

mceclip10.png Used in the event that the technician could not complete works and needs to return to the site at a later date.
mceclip11.png Set the status from the app to indicate field staff are on site and the required work on this task has begun.
mceclip12.png

This status is for putting a task back to the field staff for them to review. They might need to clarify something or upload a photo that was missed etc. Outstanding requirements can be communicated to the technician by leaving a note in the timeline. 

 

ON HOLD STAGE - For any job that cannot be worked on currently.

mceclip2.png Tasks that are not ready for whatever reason.
mceclip13__1_.png When you are waiting to hear back from someone external to the company. In the case of:
  • Field staff: This could be when a logbook is not on-site and you are awaiting the building manager to return it next week so you can review.
  • Office: This could be when you are awaiting a subcontractor to get back to you.

Both of these cases should be communicated and regularly updated on the timeline.

mceclip1.png Will automatically be set to this status if you are subcontracting out this task and the assigned contractor rejects the job.
mceclip14.png

Tenancy is vacant - this is the field person escalating the task to the office as the tenancy is not occupied. It is helpful to upload a photo to the documents tab for office assistance to attach when sending to the client.

mceclip15.png

Tenancy has access issues - this is the field person escalating the task to the office as the property has either rejected access or there is an issue with access. The technician should leave a note on the timeline describing the access issue so the office can follow up.

 

PERFORMED STAGE- For any job where all works carried out in the field are done.
(Use this and not the COMPLETE status when finishing a task in the app)

mceclip16.png

Set by the field staff once they've fully performed the task, all relevant information has been entered and the report is finalised. Field staff may have already raised a quote and created the report depending on your company's processes.

Do not use the COMPLETE status to indicate that all field work has been performed as that status will be set automatically when the dispatching of invoices, quotes and reports has taken place.

mceclip17.png

Task has been fully performed by field staff, but the office needs to review this task for whatever reason. This may be to raise a quote or further processing is required.

If this task is subcontracted out, this status will automatically change to this when a contractor has marked the task as complete from their end.

This status will automatically set if you raise a task purely for billing from the billing contracts list.

 

COMPLETE STAGE- The final status of a task for when both the field and the office components have been completed (invoiced and quoted)

mceclip18.png

All required work from both field and office has been completed as well as any required invoices, defect quotes and reports have been dispatched to the client.

Once you've initiated a dispatch to the client, the task will automatically be put into a completed status and task will be archived.

 

CANCELLED - For tasks that are cancelled 

mceclip19.png

For tasks that have been raised in error or any other reasons requiring the cancellation of the task.

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.