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How to change a job status or its storm readiness

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How to change a job status or its storm readiness. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open the job from Jobs; stay on the Overview tab.
  2. In the Change status card pick the new Status and, if needed, Storm readiness.
  3. Press Update.

Tip

Storm readiness values are Normal, Prep required, Secured, Netting removed, Dismantled for storm, Post-storm inspection due and Cleared. Any value other than Normal or Cleared shows an amber "Storm readiness" banner on the job. Only Owner / Administrator, Office Manager, Sales & Estimating and Dispatcher see the Change status card.