Product Modules
Installation status workflow from scheduled to approved
Understand every installation status, how they group together in the portal overview, and which statuses allow actions like assigning or rejecting.
Every installation in the Partner Portal has a status that tells you exactly where the job stands. Statuses advance automatically as the handyman completes each stage of the work, and a few statuses are set by actions you take in the portal — such as assigning a handyman or rejecting a job. Understanding the full status list helps you monitor your pipeline accurately and take the right action at the right time.
All statuses
How statuses group in the portal
The Installations page groups individual statuses into five broader categories for the overview cards and the status filter dropdown. This makes it easier to understand your pipeline at a glance without counting individual statuses.
| Group | Statuses included |
|---|---|
| Scheduled | SCHEDULED, INSTALLER_ASSIGNED |
| En Route | EN_ROUTE |
| In Progress | INSTALLATION_IN_PROGRESS, INSTALLATION_COMPLETED, CONTRACT_SENT, CONTRACT_SIGNED |
| Approved | CUSTOMER_APPROVED |
| Rejected | CANCELLED, REJECTED |
Note
When you filter the installation list by status group, all individual statuses within that group are included. For example, filtering by In Progress shows jobs in any of the four statuses that make up that group.
Typical workflow progression
A successful installation moves through the following sequence:
Scheduled
You create the installation record. Status: SCHEDULED.
Installer assigned
You assign a handyman from the installation list or detail page. Status: INSTALLER_ASSIGNED.
En route
The handyman confirms they are traveling to the site. Status: EN_ROUTE.
Installation in progress
The handyman arrives and begins work. Status: INSTALLATION_IN_PROGRESS.
Installation completed
Physical work finishes. Status: INSTALLATION_COMPLETED.
Contract sent
The contract is sent to the customer. Status: CONTRACT_SENT.
Contract signed
The customer signs the contract. Status: CONTRACT_SIGNED.
Customer approved
The customer gives final approval. Status: CUSTOMER_APPROVED. The job is complete.
Which statuses allow actions
Not every action is available at every stage. The table below summarizes what you can do based on the current status.
| Status | Assign handyman | Reassign handyman | Reject installation |
|---|---|---|---|
SCHEDULED | Yes | No | Yes |
INSTALLER_ASSIGNED | No | Yes | No |
EN_ROUTE | No | Yes | No |
INSTALLATION_IN_PROGRESS | No | No | No |
INSTALLATION_COMPLETED | No | No | No |
CONTRACT_SENT | No | No | No |
CONTRACT_SIGNED | No | No | No |
CUSTOMER_APPROVED | No | No | No |
CANCELLED | No | No | No |
REJECTED | No | No | No |
Warning
Once an installation reaches CANCELLED or REJECTED, no further actions are available. If the job needs to proceed, create a new installation record for the customer.
Tip
The Assign and Reject buttons only appear on an installation row when the action is permitted for that status. If you do not see the button, the installation is in a state where that action is not allowed.