Job card statuses explained
A job card moves through a fixed set of statuses, and GM only lets you make the moves that make sense. This keeps the workshop board honest — a card can’t jump from booked-in straight to invoiced without the work in between.
The statuses
- Booked in — the card is created, vehicle is in (or expected). Nothing started yet.
- In progress — work is underway. Sessions are usually running while a card sits here.
- Awaiting parts — paused waiting on a supplier. A holding state you can move back out of.
- Completed — work is finished and the card is ready to invoice.
- Invoiced — converted to an invoice. Terminal: locked and read-only.
- Cancelled — the job won’t happen. Terminal.
Which moves are allowed
- Booked in → In progress, or Cancelled
- In progress → Awaiting parts, Completed, or Cancelled
- Awaiting parts → back to In progress, or Cancelled
- Completed → Invoiced (this runs the converter)
- Invoiced / Cancelled → nothing. These are end states.
The Overview tab only shows the buttons for moves that are valid right now, so you can’t get a card into an impossible state. The single path to Invoiced is from Completed, via Convert to invoice.
Who can change what
Technicians can move a card through the working states (in progress, awaiting parts). Marking a card Completed or Cancelled is owner, admin, and manager only, and converting to an invoice is owner/admin only — it’s the money step.