The job lifecycle and payment stages

Every job moves through a set lifecycle — LEAD, QUOTED, WON, ACTIVE, ON HOLD, INVOICING, COMPLETE, DEFECTS, ARCHIVED, CANCELLED — and carries a staged payment plan. The status pill tells you where the job is; the Payment stages card tells you how you'll get paid.

1. 01Open Jobs in the sidebar and select the job.
2. 02Select the status pill at the top of the job page — the dropdown lists only the moves allowed from where the job is now.
3. 03Pick the next status. Anything illegal is rejected with an error under the pill.

A job can't jump from ACTIVE straight to COMPLETE — it has to pass through INVOICING. Three moves happen on their own: sending a job's first quote moves it from LEAD to QUOTED; when a customer accepts a quote on their link, the job flips from QUOTED to WON and every owner gets an email; and when the last payment stage is paid via Xero, a job in INVOICING moves itself to COMPLETE. The first move to ACTIVE stamps the actual start date — going ON HOLD and back never resets it.

Payment stages

Every new job starts with the default seven-stage plan: Deposit 5%, Selection 10%, Demolition 20%, Plumbing & sealing 15%, Tiling 20%, Fit-off 10%, Practical completion 20%. Each stage's dollar amount is the job budget times its percentage, and amounts recalculate automatically whenever the budget changes.

To change the plan, tap Edit on the Payment stages card. You can rename, re-percent, add (up to 20 stages), remove and reorder — percentages must sum to 100 or the save is rejected.