Limiting Subcontractor Job Statuses
We understand that subcontractors aren’t required for all stages of jobs, which is why we’ve made it possible to limit the number of statuses they have available.
If you’d like to learn how to create custom job statuses, click here.
Viewing Status Availability
To access your Job Status Settings page click here, or click on your profile picture in the top right corner of the app. From the dropdown menu, select ‘Statuses’, and then select ‘Job Statuses’.
On this page, you can view, edit, create and delete statuses.
By default, your statuses are all automatically set to be available to subcontractors.
You can quickly view this setting in the table under the heading 'Available to Subcontractors'.
Editing Status Availability
To edit a status’s availability, click on the ‘...’ button, and then select ‘edit’.
A pop up will appear where you can edit all aspects of the status.
In particular, you will need to tick or untick:
- Available to subcontractors
Subcontractor View
If you’ve set a job’s status to one that isn’t available to subcontractors, they will still be able to see the status, but when they go to change it, they will be limited by what you’ve allowed.
Here is what the subcontractor will view from the example above: