Handbook / Reference
Every status, in one place
Every record type, every state it can be in, and what moves it.
| Record | States | What moves it |
|---|---|---|
| Lead | new · contacted · qualified · quoted · won · lost · archived | Logging a call, or converting it |
| Project status | lead · active · on hold · completed · cancelled | A signed proposal makes it active |
| Project stage | preconstruction · mobilization · construction · closeout · warranty · complete | You, on the stage bar |
| Estimate | draft · sent · accepted · declined · expired | Sending it; the client signing the proposal built on it |
| Proposal | draft · sent · viewed · accepted · declined | The client, on their link |
| Work order | draft · scheduled · in progress · blocked · completed · cancelled | The crew, from site |
| Change order | draft · pending · approved · rejected · void | Sending it; the client signing |
| Invoice | draft · sent · partial · paid · void | Payments recorded against it |
| Purchase order | draft · issued · accepted · partial · complete · closed · void | Issuing, the vendor accepting, receiving, invoices |
| RFI | draft · open · answered · closed · void | Sending it; recording the answer |
| Submittal | draft · submitted · under review · approved · approved as noted · revise and resubmit · rejected · closed | The reviewer's decision |
| Punch item | open · in progress · ready for review · verified · rejected · void | The trade fixing it; somebody else verifying |
| Pay application | draft · submitted · approved · rejected · paid | Submitting; the owner's decision |
| Inspection | scheduled · passed · failed · cancelled | Recording the result |
Overdue is never a stored status. Anywhere you see it - an invoice, a work order, a punch item - it is worked out from a date and what is outstanding, so it cannot go stale.