The 7 stages
1
New
Job created from an accepted quote. Inventory is reserved but not yet pulled. No physical action has happened yet.
2
Picking
Crew is in the warehouse pulling items off the shelf and scanning them out. The Pick & Scan tab is active.
3
Loaded
All items scanned and loaded onto the delivery vehicle. Manifest can be printed.
4
Delivering
Vehicle has left the warehouse. Equipment is in transit to the customer location.
5
On Site
Equipment has arrived. The customer signs receipt, and the rental clock is running.
6
Returning
Equipment is being collected and brought back to the warehouse.
7
Closed
Items returned and inspected, condition recorded, AI job report generated, invoice issued. Job is finished.
Advancing a stage
Each stage has a primary action button at the top of the job detail screen. The label changes based on the current stage:
Some stages also auto-advance:
- Picking → Loaded automatically completes when every line item has been scanned out.
- Returning → Inspection opens the Return & Inspect tab automatically when items are first scanned back in.
The “Go Back” button
Stages aren’t strictly forward-only. Sometimes you advance by mistake — for example, marking a job Loaded when one item is still missing. Admins and Super Admins see a Go Back button at the top of the job detail. It moves the job backwards by one stage:- Loaded → Picking
- Delivering → Loaded
- On Site → Delivering
- Returning → On Site
Stage update visibility
Every stage change is visible to:- All staff members (live, no refresh)
- The customer in their portal (with friendlier labels — see below)
How customers see stages
In the client portal, internal stage names are translated to customer-friendly language:
The customer never sees raw inventory scans, missing-item alerts, or your internal notes. They see a clear, calm progress bar.