Manage Request Status

How to update request status, understand each status stage, and use status filters to manage your request workflow.

Written by Liam ChenUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains the request status workflow in JobsiteOn. You will learn what each status means, when to change it, and how to use status filters to stay organized.

Status stages

Each request moves through these stages:

New -- just received, not yet reviewed.
In Review -- someone is evaluating the request.
Converted -- turned into a job or quote.
Closed -- resolved without conversion.

Changing status

Open the request detail page.
Click the Status dropdown.
Select the new status.
The change saves automatically.

Screenshot: The Status dropdown on a request detail page showing all four status options.

When to change status

From	To	When
New	In Review	You start reviewing the request
In Review	Converted	You convert to a job or quote
In Review	Closed	The request will not be converted
Closed	New	You need to re-open a closed request

Using status filters

On the request list, use the status tabs to filter:

All -- every request.
New -- unreviewed requests.
In Review -- actively being handled.
Converted -- completed conversions.
Closed -- resolved without action.

Tip: Check the New filter daily. Any requests in the New status have not been reviewed and need attention.

Automatic status changes

Status changes automatically when:

You click Convert to Job -- status changes to Converted.
You click Convert to Quote -- status changes to Converted.

All other status changes are manual.

Note: Closing a request does not notify the customer. If you need to inform them, use the communication tools or contact them directly.

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