Tracking Progress
Understanding work order statuses and how to track job progress through completion in Simple Time.
Tracking Progress
Simple Time uses statuses to show where each work order stands. A work order can contain one visit or a series of recurring visits, so the overall work order status and an individual visit's status may be different.
Work Order Statuses
Scheduled
The job is planned and has not started. Scheduled visits appear on the work order calendar and in assigned workers' upcoming work.
In Progress
Work has started. Team members can clock time against the work order while the office tracks the active job.
Pending Review
A worker has reported the work as finished and it is waiting for an owner or manager to review.
Complete
The work has been reviewed and accepted. Completed work orders remain available for reporting and invoicing.
Not Complete
The expected work was not finished. Use this when the job could not be completed as planned.
Needs Follow-up
The work requires another action or visit before it can be considered complete.
Closed
The work order is finished administratively and no longer active.
Updating Status
To change a work order's status:
- Open the work order.
- Use the status control to select the new status.
- Save your changes.
Owners and managers can manage the full status workflow. Assigned workers can start work and send completed work for review.
Recurring work orders
Completing one visit does not complete an entire recurring series. Each visit keeps its own progress, while the work order stays open for future visits.
Filtering by Status
On the work orders table or calendar, filter by status to find jobs that need attention. For example, use In Progress for active work or Pending Review for work awaiting approval.