Status Codes and Automatic Triggers

Overview

Leads , quotes, jobs, invoices, and purchase orders have status codes according to their position in your workflow. The system has predefined trigger points, and as you perform certain actions - such as emailing a quote - you pass one of these trigger points, triggering a change in the quote's status code and colour. You can visually see your projects progressing as they are updated by technicians in the field and office staff.

These automatic triggers cover a range of actions, and can be found under System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Status Codes > Automatic Triggers.

For each trigger, a status code is assigned. Status codes provide a more detailed breakdown of your workflow than stages, which are limited to 'pending', 'progress', 'complete' etc. For example, if a trigger is 'A quote has been emailed or printed', you could assign the status code 'Quote: Sent to Client'. This means that when you email a quote, it automatically updates the quote's status code to 'Quote: Sent to Client', also updating the colour accordingly.

You can create and customise status codes to suit your workflow through System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Status Codes, then assign them to automatic triggers.

Status code colours display when:

  • scheduling (if Job Status is selected in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults > Schedule > Scheduler Display > Schedule Block Colours)
  • viewing leads , quotes, jobs, invoices, and purchase orders
  • viewing a table, if enabled through Modify Table View
  • updating simPRO Mobile and Connect.

They are useful for:

  • understanding the status of leads , quotes, jobs, invoices, and purchase orders within each stage
  • filtering leads , quotes, jobs, invoices, and purchase orders.

Once you've set up your status codes and triggers for simPRO, consider how you want these status codes and triggers to work with simPRO Mobile and Connect.

Learn about setting up mobile statuses in How to Set Up Statuses and Set up Connect statuses.