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Service Job Statuses

Configure and use service job statuses in Blackpurl, including editing names, enabling Ready to Invoice enforcement, and setting the default technician clock-on status.

Service Job Statuses in Blackpurl

Blackpurl lets you control which Service Job Statuses your dealership uses, customize their names and labels, and configure how they interact with invoicing and technician workflows. This article covers how to select and edit statuses, enforce the Ready to Invoice requirement, and set the default status when a technician clocks onto a job.

Configuring Your Service Job Statuses

Blackpurl provides a list of Service Job Statuses you can choose from, with the option to rename and relabel them to match how your dealership operates.

Accessing the Service Job Status Settings

1. From the Blackpurl header, click your initials in the top right corner, then select Settings.

Shows the Your Home dashboard with a dropdown menu opened from the user initials button in the top right. The dropdown d


2. From the System Settings Dashboard, click Settings & Controls.

Same image as index 4 - System settings dashboard


3. In the left sidebar, expand the Service Job Status section.

Shows the Settings & Controls page with a left sidebar containing expandable sections like APP SETTINGS, TAX SETTINGS, P


4. Blackpurl displays the full list of available job statuses.

Shows the expanded SERVICE JOB STATUS section with a table containing columns for Job status name, Short name, Styling,


Required Statuses

Some statuses — Estimate, New Job, Job Complete, Ready to Invoice, and Invoiced — are required by the system. You cannot rename or deactivate these statuses.

Enabling and Disabling Optional Statuses

For all other statuses, toggle each one on or off to match the statuses your dealership wants to use.

Shows a portion of the SERVICE JOB STATUS table with five rows (Triage required, Triage done, Customer to ok, Customer a


Editing a Status Name and Label

To customize an optional status, click the edit (pencil) icon next to the status you want to change.

Shows a portion of the SERVICE JOB STATUS table with edit icons (blue pencil symbols) in the rightmost column highlighte


The Edit Job Status window opens with the following fields:

Job status name

Replace the existing name with your preferred status name.

Short name

Enter an abbreviated label for this status.

Styling

Choose the label style (colour or tag) to display for this status.

Active

Toggle whether this status is currently active in your dealership.

Shows the 'EDIT JOB STATUS' modal dialog with fields for Job status name ('Triage required'), Short name ('triage'), Sty


The window also shows how many active service jobs are currently using this status. When you have finished making changes, click Save.

Using Service Job Statuses

Once you have selected and configured your statuses, they become available on every Service Job in your dealership. Discuss with your team what each status means and how it should be used in your workflow.

Shows a service job interface with 'CHANGE JOB STATUS' modal displaying various status options as colored labels: NEW JO

Estimate Status

This Service Job status is only available when the CO is in Quote status. Once it has been moved out of the Estimate status - either manually or when a technician clocks onto the job - that status will no longer be available and will not appear in the status options, even while the CO is still in Quote status. Additionally if the quote toggle is turned off, all jobs on the CO will be moved to the New Job status automatically even if they had moved past the New Job status.


The only way to get the Estimate status back is by removing any logged technician time which should bring this toggle back. Turning the toggle on will move all jobs on the CO to Estimate status automatically. The Estimate status will still not appear as a selectable option however.

Important: The Quote status of a CO impacts all Service Jobs on the CO. For example, if the CO is still in Quote and you have moved a Service Job status all the way through to Ready to Invoice, turning the Quote status off will put that Service Job back into the New Job status.

Ready to Invoice Enforcement

Ready to Invoice enforcement gives your dealership more control over when a service job can be finalized and invoiced. This setting is useful when your workflow requires someone to review completed jobs before they are invoiced.

This control is only available when the Ready to Invoice status is active.

  • When enforcement is off: a job can be checked out or finalized when its status is either Job Complete or Ready to Invoice.

  • When enforcement is on: a job cannot be checked out or finalized until its status has been set to Ready to Invoice.

Enabling Ready to Invoice Enforcement

1. From the Blackpurl header, click your initials in the top right corner, then select Settings.

Same image as index 2 - Your Home dashboard with Settings dropdown


2. From the System Settings Dashboard, click Settings & Controls.

Same image as index 4 - System settings dashboard


3. In the left sidebar, expand the Shop Settings section.

4. Find the setting labelled To finalize a job the status must be Ready to Invoice and move the toggle to enable it.

Shows a toggle switch setting with text 'To finalize a job the status must be Ready to invoice' highlighted in a red box


User Permissions for Ready to Invoice

Once enforcement is enabled, users will need the relevant permission to set a job's status to Ready to Invoice before it can be finalized.

Shows the bottom portion of the SERVICE JOB STATUS settings with a dropdown field labeled 'When technician clocks onto a


For instructions on setting up this permission, see Set Up User Permissions.

Default Status When a Technician Clocks onto a Service Job

Your dealership can set a default status that is automatically applied whenever a technician clocks onto a Service Job. Each time a technician clocks on, the Service Job status updates to your chosen default — for example, In Progress.

Blackpurl defaults this setting to In Progress. To change it, click the dropdown field in the Service Job Status settings and select your preferred status.

Shows the same dropdown field opened, displaying a list of available status options including 'Not changed', 'Tech to Re


After making your selection, click Apply Settings to save the change. Your new default will take effect the next time a technician clocks onto a Service Job.

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