The Dashboard and work order statuses
How tickets move from estimate to work order to invoice, what the statuses mean, and how to read the Dashboard colours.
The Dashboard is the day board. It shows the tickets for the store selected at the top of the page, grouped into cards that only appear when they have something in them.
The cards #
- Requested Appointments: booking requests from your website, waiting to be verified or declined. See Appointments.
- Open Work Orders: work orders whose start date is today or earlier. Columns show the number, customer, vehicle (with plate and whether an inspection report exists), phone, technician, status, and promised time.
- Scheduled Work Orders: work orders with a start date in the future, in date order.
- Open Estimates: quotes waiting for approval.
Click a number to open the ticket. Each card has its own search box, which is the quickest way to find a car by plate or a customer by name.
Row colours #
Colour comes from the Promised Time on the ticket:
- Red: the promised time has passed.
- Yellow: less than an hour to go.
- Green: more than an hour to go.
- No colour: no promised time was set.
Looking a ticket up by number #
Type the number into the Work Order Number box, including the C prefix (for example C1042), and click View. The lookup opens work orders and invoices; estimates are opened from their card.
The three kinds of ticket #
- Estimate: a quote. It appears under Open Estimates, never on the calendar, and cannot be invoiced until it is switched to a work order. Stock parts on an estimate are reserved, so delete estimates the customer walks away from.
- Work Order: approved work. It moves through the statuses below until it is invoiced.
- Invoice: a closed ticket. Totals and lines are final; only an admin can change how it was paid.
To turn an estimate into a work order, open it, change Type to Work Order, fill in the scheduling details, and Save. The number stays the same.
Statuses #
Statuses are set by hand in the Details card; Flux does not change them for you.
| Status | Meaning |
|---|---|
| Scheduled | Booked, not started. New tickets start here. |
| In Progress | A technician is on it. |
| Waiting on Parts | Stopped until parts arrive. |
| Waiting on Customer | Needs an approval or a decision. |
| Pending Pickup | Done, car ready. |
| Missed Appointment | The customer did not show. Shown in red on the calendar. |
The Dashboard sorts Open Work Orders by status, so keeping statuses current keeps the board readable.
Finishing or removing a ticket #
- Invoice closes the work. See Invoicing and payments.
- Delete Order (admins, on the edit page) removes a ticket written in error. A deleted work order or estimate releases its reserved stock; a deleted invoice also reverses its payments and returns the sold stock to inventory. All appear on the Deleted Orders report under the day they were deleted.