Create your own job statuses

Job statuses are the stages a job moves through. Dispatch Bros ships with five system statuses — Estimate, In Progress, Took Deposit, Completed, and Cancelled — and you can rename them, recolor them, and add your own (like "On Hold" or "Waiting on Parts") from the Job Status page in the sidebar. Custom statuses appear in every status dropdown across the platform, and each status becomes a clickable stat tile with a live count at the top of the Jobs page.

Before you start

• You need an owner or admin login to change status settings.
• Statuses are company-wide — a change here affects every user immediately.

Step 1 — Open the Job Status page

Click Job Status in the left sidebar. The page lists every status with its color dot, display name, and internal key. System statuses carry a small SYSTEM tag.

Step 2 — Add a custom status

1. Click Add Status.
2. Enter a Display Name (up to 30 characters — e.g. "On Hold").
3. The Status Key is auto-generated from the name (lowercase with underscores, like on_hold). You can override it, but it must be unique.
4. Pick a Color from the swatches or enter any hex value. The color is used on status badges, the Jobs page stat tiles, and Calendar events.
5. Click Add Status to save. You'll see a "Status added" toast, and the status is live in every dropdown right away.

Step 3 — Rename or recolor any status

1. Click the pencil icon on a status row.
2. Change the Display Name or Color and click Save.
3. This works for system statuses too — if your team says "Scheduled" instead of "In Progress", just rename it. The internal key never changes, so existing jobs, filters, and automations keep working.

Deleting a custom status

Only custom statuses show a delete button. The confirmation warns: "Delete this status? Jobs using it will keep the status value but it won't appear in dropdowns." Jobs already in that status are not modified — they simply hold a status that no longer offers itself in pickers, so move them to another status first if you want a clean board.

Where statuses appear

• Jobs page — each status is a stat tile with a live count; clicking a tile filters the table to that status, and clicking it again clears the filter.
• Job rows and the job page — the status badge, plus a quick status changer to move a job between statuses in one click.
• Calendar — the status filter and event colors.

Troubleshooting

• "A status with this key already exists" — status keys must be unique. Pick a different name or edit the existing status instead.
• A job won't leave its status — closed jobs are locked by their finance record. See close a job for how the lock works and how to reopen.
• The new status doesn't show on the Jobs page tiles — tiles only render when the page has jobs loaded; the status itself appears as a tile with a zero count once any jobs are in view.