- Stage 1 - Enquiry received
- Stage 2 - Order created
- Stage 3 - Quote appointment booked
- Stage 4 - Awaiting completion of quote
- Stage 5 - Quote issued to customer
- Stage 6 - Quote accepted by customer
- Stage 7a - Deposit not received by customer
- Stage 7b - Deposit received / Not required
- Stage 8a - Works appointment booked materials not ordered
- Stage 8b - Works appointment materials ordered / Not required
- Stage 8c - Job in progress
- Stage 9a - Job complete awaiting invoice from contractor
- Stage 9a - Jobsheet received
- Stage 9a-1 - Job complete no further work needed
- Stage 9a-2 - Job complete emergency further work needed
- Stage 9b-3 - Job complete non emergency further work needed
- Stage 9c - Job complete invoice query
- Stage 10a - Invoice sent direct to client awaiting payment
- Stage 10b - Invoice sent to accounting software awaiting payment
- Stage 11 - Job closed
- Stage 12 - Quote rejected
- Stage 13 - Order cancelled by customer
- Stage 14 - Order cancelled by business
- Stage 15 - Sent to Debt recovery
- Stage 16 - Payment in dispute
For some extra information (you probably don't want at this stage but are getting anyway). If you want to use these codes to filter the orders and anchor them to the top menu bar, then any stage with a string in it has a corresponding number that needs to be used for the query, thus;
- Stage 1 - Enquiry received - Code = 1
- Stage 1A - Annual reminders - Code = 56
- Stage 2 - Order created - Code = 2
- Stage 3 - Quote appointment booked - Code = 3
- Stage 4 - Awaiting completion of quote - Code = 4
- Stage 5A - Quote issued to customer - Code = 5
- Stage 5B - Prospect - Code = 52
- Stage 6 - Quote accepted by customer - Code = 6
- Stage 7A - Deposit request sent but not received - Code = 19
- Stage 7B - Deposit received / Not required - Code = 7
- Stage 8A - Works appointment booked materials not ordered - Code = 8
- Stage 8B - Works appointment booked materials ordered / not required - Code = 50
- Stage 8C - Job in progress to Job / delivery in progress - Code = 20
- Stage 9A - Job Complete No further work needed - Code = 17
- Stage 9B - Deposit received / Not required - Code = 9
- Stage 9C - Job Complete, Task Outstanding - Code = 21
- Stage 9D - Waiting for job sheet - Code = 51
- Stage 9A (1) - Job Complete No further work needed - Code = 53
- Stage 9A (2) - Job Complete Emergency Further work needed - Code = 54
- Stage 9A (3) - Job Complete Non Emergency Further work needed - Code = 55
- Stage 10A - Settlement invoice sent direct to client awaiting payment - Code = 25
- Stage 10B - Settlement invoice sent to accounting software awaiting payment - Code = 26
- Stage 11 - Job Closed - Code = 11
- Stage 12 - Quote rejected - Code = 12
- Stage 13 - Job Complete No further work needed - Code = 13
- Stage 14 - Order cancelled by customer - Code = 14
- Stage 15 - Order cancelled by business - Code = 15
- Stage 16 - Payment in dispute - Code = 16
And if you want to make a permanent filter out of these to put on the navigation bar and make a nice drop-down tab so you can access it from the top Navigation bar just go to the Navigation Settings and add a sub-menu under the 'Orders' or 'Jobs' tab (depending what you have called it) so you can enter the codes. (don't forget to hit the 'Save' button at the bottom of the page when you've finished.
The enter the code in with the filter number. For example https://www.myflobot.com/orders/?stagefilter=102. This will give you a table that looks like this.
Finally, you might want a table for complaints and flagged orders. Here you go;
- https://www.myflobot.com/orders/?f=f7 - Flagged orders
- https://www.myflobot.com/orders/?f=c - Complaint orders