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Job Status |
  
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Job Status |
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It is critical to manage the status levels of your Jobs as the statuses determine availability of Equipment, Personnel, and Transportation. While you can create other statuses there are 4 system statuses that determine the availability of your equipment.
The system statuses in HireTrack NX are
| Quote | No equipment is reserved for Equipment Lists that are in Quote status. The availability checking will include the quoted equipment, but only on the quoted equipment list. All Quotes are represented in HireTrack NX by the colour Grey |
| Provisional (HP) | A provisional status will reserve equipment, however, these Equipment Lists may be filtered out from the availability checking. The (HP) means these orders are Heavy Pencil or Highly Probable equipment lists and should be accounted for during the availability checking. All Provisional statuses are represented in HireTrack NX by the colour Green |
| Confirmed | A confirmed status will reserve equipment for the specified period. Confirmed Equipment Lists affect all equipment lists during the same date range. All Confirmed statuses are represented in HireTrack NX by the colour Blue |
| Active | An active Equipment List means that equipment has been sent out and is unavailable for rental. Equipment that is returned early on an Active Equipment List is available for rental once it has been returned. All Active statuses are represented in HireTrack NX by the colour Red |
The Equipment List status is separate from Job status, however, if you change the Equipment List status to be higher than the status of the Job, the Job status will automatically change to the higher status. Because the Equipment List status is separate, Job status is critical for the reserving of Crew and Transport.
Job Statuses can be created and edited in the Configuration Tab on the General Tab.