Skip to main content

Job lifecycle

Every job in Servinix moves through a series of statuses that reflect where the work stands — from the moment a dispatcher schedules it to the moment payment is collected. This article explains each status, who drives the transition, and what happens at each stage.

Two parallel state machines

Servinix tracks job progress on two levels:
  • Job status — the shared state of the job itself, visible to every technician assigned to it and to dispatchers in the portal.
  • Technician status — the per-tech position, because multiple technicians can be assigned to a single job and each moves through the field independently.

Job statuses

StatusWhat it means
ScheduledThe job is created and assigned but no technician has started travel.
DispatchedA technician has accepted the job and started traveling to the site. The job has also reached this status when travel is marked complete but work has not yet started.
In ProgressAt least one technician has tapped Start work on site. The job clock is running.
On HoldThe job is paused for the whole team — work stops and the timer suspends. Any assigned technician can trigger a pause via the Step away from job sheet. All technicians see the paused state simultaneously.
Payment PendingField work is done (all tasks complete, Finish work tapped) but payment has not yet been collected.
DoneWork and payment are both complete. The job is closed.
CancelledThe job was cancelled by a dispatcher or admin before or during execution.

Technician statuses

Each technician on a job independently holds one of these statuses:
StatusWhat it means
AvailableNot assigned to an active job.
AssignedAssigned to a scheduled job but travel hasn’t started.
On RouteTravelling to the job site (travel started via the TRAVEL button).
On SiteArrived at the address (I’m Here tapped) but has not yet started work.
WorkingStart work tapped — actively working the job.
On BreakTook a personal break (does not pause the job for teammates).

How a job moves through the lifecycle

Scheduling: A dispatcher creates the job in the portal and assigns it to one or more technicians. The job enters Scheduled status. Technicians see it in their Schedule tab. Travel: The lead technician opens the job in the mobile app and taps TRAVEL. The job moves to Dispatched. The app shows the EN ROUTE screen with live travel time, distance, and a button to open maps navigation. On site: When the technician arrives, they tap I’m Here. Their personal status becomes On Site. The job stays Dispatched until someone taps Start work. Working: Each technician taps Start work (or the configured label for your workspace) to begin. The first tap transitions the job to In Progress. Subsequent taps by other technicians on the same job are accepted without changing the job status again. Task work: The technician works through the task checklist on the On Site Working screen, marking each item complete. Tasks with attached forms must be submitted before the item counts as done. Step away: If a technician needs to step away personally, they tap the Break or Pause tool on the working screen, which opens the Step Away sheet. Taking a personal break moves only that technician to On Break — teammates continue unaffected. Choosing Pause for everyone moves the whole job to On Hold. Finishing: When all tasks are marked complete, the Finish work button (or the configured label) becomes active. Tapping it ends the job clock and advances the job toward closing. The app moves to the Wrapping Up screen where the technician can capture a customer signature, review the invoice, and collect payment. Payment: The technician can send a payment link via SMS or email, or record a cash or check payment on the spot. Once payment is collected, the job closes as Done. If payment is skipped, the job sits as Payment Pending and appears in the Completed tab for follow-up.