Contract Statuses

The Contract Status allow progression of the job through various stages at a high level. It is also used to control access to jobs based on their status, and filtering in workload and other metrics.

Code

Status

Leads

PreConstruction

Construction

P

Pending

A Prospect, the lead is new and has not been qualified.

Not Applicable.

Ready for Construction. Waiting on Information from the field, or or suitable window of opportunity to commence. Often used to undertake site surveys and photos prior to commencement.

A

Active

An Active Lead that has been qualified.

Active Preconstruction - much work will be done on this Job.

The job has commenced in Construction.

F

Finalizing

Deposit or some other commitment. Preconstruction should commence.

Contract Signed, and scheduling completed. The job is ready for Construction, and may be in the Construction queue. Other work may remain as administration tasks.

The job has reach practical completion and only minor fixes and preparation for handover.

M

Maintenance

Under review, being managed by a Sales Manager -for determining next action, or cancel/lost.

Construction completed. The job is ready to be closed, but stays online for additional customer service functions.

Job has been handed over - it is still under the first period or maintenance, not yet in Long term Warranty.

C

Closed

Contract signed, sales person no longer involved.

Closed - the job is now in Long term Warranty.

Closed - the job is now in Long term Warranty.

H

Hold

On Hold - the Client is delaying, but temporarily.. no commitment either way. Typically does not require active management to progress.

On Hold - the Client is delaying, but temporarily.. no commitment either way. Typically does not require active management to progress.

The job is on hold - typically not requiring active management.

S

Stopped

Stopped - there is a critical issue that requires active management to progress.

Stopped - there is a critical issue that requires active management to progress.

The Job is stopped - a critical issue such as payment or other factors may be preventing progress. Active management would be expected.

X

Cancel

Lead Lost - keep the clients details, but this lead failed.

Contract Lost - keep the clients details for future reference, but this one is finished.

The Contract was lost - the job is no longer applicable.

 

Changing Status  - A Review Date is Required for changing Status To Hold or To Stopped.