Question

• What controls job statuses in DASH™?
• How to move a job from one status to another?
• What triggers job statuses to change?
• Can I undo / reverse a job status change?

Answer

Job statuses in DASH are driven by key milestone dates. Entering a specific date on the job automatically updates the status.

These date updates are often linked to compliance tasks or documentation uploads. This automation ensures your workflow remains streamlined and provides stakeholders with real-time accuracy without extra manual entry.

See this Job Dates cheat sheet for an overview of which dates trigger which job statuses.

1. Pending Sale - Any new lead or job newly entered into the system.
   • Trigger: Enter the Date Received
2. Pre-Production - The Work Authorization (WA) is executed or the estimate is approved, but the job has not yet started.
   • Trigger: Enter the Date of Work Authorization or Date Estimate Approved.
3. Work In Progress (WIP) - Physical work has begun or materials have been ordered.
   • Trigger: Enter the Date Started.
4. Completed (Pending Paperwork) - Work is substantially complete, though minor punch-list items may remain. This stage officially triggers Lien Rights.
   • Action: Enter the Date of Majority Completion.
5. Invoice Pending - Physical work is done and the Certificate of Satisfaction (COS) is obtained, but the Final Invoice is not yet entered.
   • Trigger: Enter the Date of COS.
6. Accounts Receivable - The job is fully billed, including all applicable change orders, supplements, and credits.
   • Trigger: Enter the Date Invoiced.
7. Waiting for Final Closure - The job is paid in full but is awaiting a final audit from Accounting or Management.
   • Trigger: Enter the Date Paid.

Reverting a Job Status

Since DASH statuses are date-driven, you can revert an accidental update by managing the milestone dates:

1. Clear the Date: Remove the date that triggered the incorrect status (refer to the guide above to identify the specific field).
2. Reset the Target Status: If the status doesn't revert automatically, go to the date field for the stage you want the job to be in. Delete that date, save, and then re-enter it (e.g., to return to Work in Progress, reset the Date Started field).

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