When creating plans, you can set a status to indicate the current stage of the plan. This helps visualise which plans still need to be worked on before jobs or projects begin. These statuses can also be used to organise and sort your plans by their current status.
Unconfirmed
When a plan is first created, it is set to "Unconfirmed" by default. This status serves as a draft stage, indicating that details may still need to be verified or confirmed before moving forward.
Confirmed
The "Confirmed" status is used to indicate that the details are accurate and that the plan is ready to proceed. At this stage, the planning team can move forward with creating the plan.
In Progress
"In Progress" indicates that a planning team member is actively working on the plan, adding necessary documents, and finalising details before it can be provided to clients and field workers.
Completed
"Completed" plans have all their documents attached and are ready to be used on-site. At this stage, you can also invoice your clients for the creation of the plan. By default, only completed plans will appear in the billable plans area.