Enhanced Job Stages or Statuses

Description:

Introduce a more comprehensive and accessible job status management system on the Web Portal. This will allow schedulers and other team members to have a clearer understanding of each job's progress and ensure more accurate record-keeping.

User's Original Request: "Being able to manually set different Job Statuses from the Web Portal would be very beneficial to allowing our schedulers to see where we are at with each job. Currently, stages such as REJECTED and RESCHEDULED only seem to be available to App users. In our previous system, we had job stages such as NOT BOOKED, BOOKED, PAPERWORK RETURNED - visible from the Scheduler without needing to open the job. BOOKED allowed us to identify services discussed with the customer, versus NOT BOOKED for services due but not scheduled. We use "Assigned" as NOT BOOKED and note if the job is Booked. We use the Confirmed feature for customer confirmations. PAPERWORK RETURNED indicated office actions on reports. The "Completed" stage shows technician submissions, but no stage exists for office confirmations post-completion. We currently print a summary list for daily jobs and tick off office actions. There are additional stages for Forms, but not for Jobs."

Developer's Insight: The request highlights the need for a more granular and accessible job status system within the Web Portal. The user's previous system had specific stages that provided clarity on the job's progress, from booking to office actions post-completion. Implementing a similar system in our platform would enhance user experience and streamline job management.

Proposed Solution:

1. Web Portal Job Statuses: Allow manual setting of various job statuses like REJECTED and RESCHEDULED from the Web Portal, not just the App.

2. Visibility from Scheduler: Display job stages such as NOT BOOKED, BOOKED, and PAPERWORK RETURNED directly from the Scheduler without needing to open each job.

3. Clarify Booking Statuses: Introduce distinct statuses for jobs discussed with customers (BOOKED) versus those due but not scheduled (NOT BOOKED).

4. Post-Completion Status: After the "Completed" stage, introduce a status like PAPERWORK RETURNED to indicate office actions on reports and confirmations of any required actions post-completion.