Overview

Project stages define how work progresses from sale to completion. Keeping them clean and current helps every team member understand what happens next.

Why this matters first: Better stage structure improves visibility, customer communication, and automation reliability.

Prerequisites

Admin access to database stage settings
Agreed stage names and process order
Internal policy on required stage inputs

Step-by-Step Instructions

Part A: Open Job Stage Settings

Go to Manage Database → Database.
Open Stages → Job Stages and choose the job type.
Review current stage list before making edits.

Part B: Edit Existing Stages

Use left Edit toggle to enable/disable stages.
Use Trash to remove outdated stages.
Use right Edit to change stage details (name, video URL, include in path, required flags).
Edit stage inputs (labels/keys/required settings) as needed.

Part C: Add New Stages

Click Add in Job Stages.
Enter stage details, then click Add to save.
(Optional) Configure advanced controls like Bypass Required Fields or user-specific visibility.

Pro Tips

💡 Rename stages carefully—changes can affect reports, automations, and customer portal wording.

⚠️ After major stage edits, run a test project to verify automations still trigger at the right time.

Real-World Example

An energy storage installer added separate stages for “Permit Revision” and “Utility Re-Submission.” This gave leadership better visibility into delays and improved forecast accuracy.

Troubleshooting / FAQ

Question	Answer
Stage updates not reflected for users	Ask users to refresh and verify they are in the correct job type pipeline.
Automations stopped working after rename	Update automation conditions that referenced old stage names/keys.
Can't delete a stage	Stage may be locked by dependencies or active records; disable first, then migrate data.

Change Log Summary

Change	Details
Original Title	How To Update Project Stages
New Title	Update Project Stages to Keep Jobs Organized and Moving
Key Updates	Structured guidance by edit/add workflows, integrated 10 screenshots, expanded operational considerations and troubleshooting