Add/Edit...System-Wide...Order System Lists...Sub-Statuses

Sub-Statuses were added in version 14 to provide a dedicated field for per order type (estimates, work orders, and invoices) and primary status. For example, when a work order is created, it receives a status of INCOMPLETE by default. The sub-status allows users to impart further meaning to that primary status. Some examples for INCOMPLETE work orders may be: New, Awaiting Scheduling, In Progress, and On Hold.

Users can expose the sub-status field by right clicking in the work order header and dragging and dropping it to the desired space in the header.