This article will explain the Service Job Statuses including:
- what Service Job Statuses does your Dealership want to use in your Blackpurl (including editing names and labels)
- using the Service Job Statuses
- Ready to Invoice enforcement
Plus it will also go through what default status the Dealership wants to use once a Technician Job Clocks onto a Service Job
What Service Job Statuses does your Dealership want to use in your Blackpurl
Blackpurl has given you the choose of what Service Job Statuses you want to use in your Blackpurl and also the ability to edit the names and label to suit your Dealership
To access the list available and make your selection:
1. From the Blackpurl Header > click 
then select System Settings
2. From the System Settings Dashboard, click 
3. Open up the section Service Job Status
4. Blackpurl will provide you with a list of Job status names
Some of these status ie Estimate / New job / Job complete / Ready to Invoice / Invoiced - you will be unable to edit the name or make them inactive as they are a required status
Example below:
For the other statuses, the Dealership will be able to select / deselect the Service Job Statuses simply by toggling on and off which service job status you want to use
We have also given the Dealership the ability to edit the status to fit in with how the Dealership operates, simply by clicking on the 
next to the status that you want to edit
When you click 
, the Edit Job Status window will pop up for you to change the sections that you need to:
Job status name - you can remove the name that is there and change it to your new status name instead
Short name - what is your new short name for this status?
Styling - what label do you want to give this status?
Active - is it active?
- when you have finished - don't forget to save
If will also tell you how many active service jobs are currently using this status
Using the Service Job Status
Once you have made your selection / edited any etc, then the Service Job Statuses will be available to use in your Dealership on each Service Job
Please discuss with your Dealership how you want these statuses to be used and what they mean to your Dealership
Ready To Invoice Enforcement
This would allow the Dealership more control over the ability to Invoice - the workflow of your service department may require that someone review all completed jobs before they are finalized and invoiced
This new control is only available when you have the Ready to invoice status activated
When this new control has not been enabled, the job status can be either Job complete OR Ready to invoice in order to checkout or otherwise finalize the service job
If this new control has been enabled, you will not be able to checkout or otherwise finalize a service job until the status of that job has been set to Ready to invoice
To enable this setting:
1. From the Blackpurl Header > click then select System Settings
2. From the System Settings Dashboard, click
3. Open up the section Shop Settings
4. Then move the toggle to enable the setting - To finalize a job the status must be Ready to invoice
5. Once this new control is enabled, the user will not be able to checkout or otherwise finalize a service job
until the status of that job has been set to Ready to invoice
The User will need to have the relevant User Permission:
This article will explain how you can set this new User Permission - What are User Permissions / How to Setup User Permissions
Default Status for when Technicians Job Clocks onto a Service Job
The Dealership has the option of indicating what status they want to use when the Technician Job Clocks onto a Service Job
This means that each time a Technician Job Clocks onto a Service Job, the Service Job status will automatically change to be your default ie In Progress
We have set it up as having the status In Progress but if the Dealership wants to change it, simply click on the field and select your new option
If you make a change, don't forget to click on 
so that your new default will now kick in each time a Technician Job Clocks onto a Service Job