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.
2. From the System Settings Dashboard, click Settings & Controls.
3. In the left sidebar, expand the Service Job Status section.
4. Blackpurl displays the full list of available job statuses.
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.
Editing a Status Name and Label
To customize an optional status, click the edit (pencil) icon next to the status you want to change.
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. |
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.
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.
2. From the System Settings Dashboard, click Settings & Controls.
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.
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.
For instructions on setting up this permission, see What are User Permissions / How to Setup User Permissions (no longer available).
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.
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.