How to change the job statuses to be relevant to your business

FieldInsight is fully customizable to your business whether you are a sole operator dog groomer or you run a large commercial HVAC business.

Part of your initial set up is to make sure the job statuses are relevant to your business worklfow.

Now that you have deleted them all ready to start a fresh, or removed the non relevant one. You are ready to type in your specific Job statuses

You can click on enter or the +Add button to add your new status and fill in the following details.

Select any settings that are appropriate for this Status

Choose the colour you would like this status to appear in your schedule

Click Save

The new status has been created

Also note: You can you can sort the Job Statuses alphabetically

Move them up or down the list with the green arrows.