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.
Learn how the dashboard breaks down jobs by status and what each count tells you about your workload and team capacity.
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.
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
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 |
A balanced pipeline has jobs flowing through stages without piling up in any one spot.
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
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"
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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