Managing Job Statuses
Job statuses are completely customisable in Trade Trak. Create, edit or delete job statuses to suit your business’s needs.
1) Accessing Job Statuses Settings
From the Dashboard on Trade Trak, you can access your job status settings by clicking your name or icon in the top right corner. From the drop-down menu, click ‘Statuses’ and then ‘Job Statuses’.
2) Viewing Job Statuses
On this page, you can view all your current job statuses by name and job type, edit or delete. You are also able to filter by job type.
3) Create New Job Statuses
To add a new job status, click “Create” in the top right corner of the Job Statuses page.
Here you can:
Select the Job Type (which can also be managed in settings)
Assign a colour to the job status
Assign a name to the job status
Hide by default
4) Edit or Delete
Once you have created a new job status, you can edit the details at a later date by clicking the ‘...’ button on the line of the selected job status. Here you can also delete the job status if it is no longer in use.