Skip to main content

​
Job Holds and Status Changes

Pipeline allows you to put jobs on hold and manage their status throughout the lifecycle.

​
Placing a Job on Hold

Sometimes a job needs to be paused - waiting for a customer decision, materials, or approvals. To place a job on hold:
  1. Open the job detail page
  2. Click the Options button in the job header
  3. Select Hold Job
  4. Choose the hold reason (e.g., Hold for Quote, Hold for Schedule)
Screenshot: A job detail page header showing the red Hold badge next to the workflow stage, the Options button, and the Close Job button.
When a job is on hold:
  • A red badge appears in the job header showing the hold status
  • Certain actions may be restricted until the hold is released
  • The job remains visible in your Dashboard and reports

​
Releasing a Hold

To remove a hold:
  1. Open the job detail page
  2. Click the Options button
  3. Select Unhold Job
The red hold badge will be removed and normal operations resume.

​
Closing a Job

When all work is complete, a Close Job button appears in the job header (only visible when the job is ready and in Open status):
  1. Click Close Job in the header bar
  2. Confirm the closure
Closing a job finalises it and prevents further task updates.

​
Configuring a Job

Click the pencil icon in the job header to open the configuration modal where you can change:
  • Channel - How the enquiry was received
  • Workflow - The job workflow type (changes available stages)
  • Invoice Option - How the customer should be invoiced
  • Credit Limit - Maximum spend allowed for this job