Understand Job Status Counts

Learn how the dashboard breaks down jobs by status and what each count tells you about your workload and team capacity.

Written by Ava MartinezUpdated 2 days ago3 min readBeginner

What this guide covers

This guide explains the job status breakdown visible on the dashboard. You will learn what each status means, how counts map to pipeline stages, and what a healthy distribution looks like.

Job statuses in JobsiteOn

Every job in JobsiteOn has a status that tracks where it is in the lifecycle:

Status	Meaning
Pending	Created but not yet approved or scheduled
Scheduled	Assigned a date and time on the calendar
In Progress	Work is actively being performed
Completed	Work is finished
On Hold	Temporarily paused (waiting for parts, customer, etc.)
Cancelled	Work will not be performed
Need to Send Report	Work done, final report pending

Screenshot: Job Pipeline on the dashboard showing counts for each stage: Lead/RFP (6), Proposal Sent (8), Approved (4), In Progress (5), Closeout/Lien (3), with dollar values underneath each count

How statuses map to pipeline stages

The dashboard pipeline groups individual statuses into broader stages:

Pipeline stage	Job statuses included
Lead / RFP	Pending jobs without quotes
Proposal Sent	Jobs with quotes in sent status
Approved	Jobs with accepted quotes, not yet scheduled
In Progress	Scheduled and In Progress jobs
Closeout / Lien	Completed jobs pending final billing

What a healthy distribution looks like

A balanced pipeline has jobs flowing through stages without piling up in any one spot.

Lead/RFP should have a steady inflow from new requests
Proposal Sent should be lower than Lead/RFP (you are converting leads to proposals)
Approved should be lower than Proposal Sent (customers are approving)
In Progress should match your team's capacity
Closeout should be the smallest count (completed work should be invoiced quickly)

Tip: If any stage has significantly more items than the stage before it, you have a bottleneck. For example, if Approved has more items than In Progress, you are approving faster than you can schedule.

Animation: An animated pipeline showing items flowing from left to right, with green arrows between stages indicating healthy flow and a red jam symbol at "Approved" stage where items are piling up

Using counts for capacity planning

Track the In Progress count relative to your team size:

Team size	Healthy In Progress count
1-2 technicians	3-6 jobs
3-5 technicians	6-15 jobs
6-10 technicians	15-30 jobs

If In Progress exceeds these ranges, your team may be overbooked. If it is far below, you may have capacity for more work.

Screenshot: Dashboard pipeline showing In Progress at 18 jobs with a team of 4 technicians, with a note callout saying "Above typical range -- consider hiring or extending timelines"

Clicking through to filtered lists

Click any pipeline stage to open the Jobs page filtered to that stage. This lets you go from a count to the actual list of jobs in one click.

Note: The counts on the pipeline respect the dashboard date filter. Change the date range to see how many jobs were in each stage during different periods.

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