Be more organised than ever with Smart-Toolbox’s new Document Statuses

Dashboard manywidgets3

The new range of Document Statuses available to choose from in the Work in Progress screen will make it easier than ever to organise your jobs and check on progress at a glance.

There is a selection of main statuses for each document. For example, a Work Order may start off in the ‘Draft – To Check’ status, move through to ‘In Progress’, ‘Partially Invoiced’ right through to ‘Completed’. There are a range of statuses and sub-statuses available for each document type (Quote, Work Order, Purchase Order, Invoice) and these can be activated or deactivated as required.  

Each document will always be in one main status, but you can assign multiple sub-statuses allowing you to filter documents and easily find what you’re looking for. For example, a Purchase Order may be in the ‘Sent to Supplier’ main status, but it could at the same time be in both the ‘Awaiting Shipment’ and ‘Overdue’ sub-statuses.

Even better, Smart-Toolbox can update statuses automatically as your jobs move through to completion. Received a deposit for your work order? Simply enter the deposit into the system and Smart-Toolbox will remove the ‘Awaiting Deposit’ status accordingly. If you’d prefer to do it manually, that’s fine too. Smart-Toolbox is highly configurable and very flexible – it will work the way you do.

You can see a complete history who changed which status and when in the new Job Diary. 

Talk to the team to find out more about Document Statuses in Smart-Toolbox.