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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.

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All statuses

The installation has been created and a date has been set, but no handyman has been assigned yet. This is the starting status for every new installation.
A handyman has been assigned to the installation. The job is confirmed and waiting for the handyman to travel to the site.
The assigned handyman has departed and is traveling to the customer’s address.
The handyman has arrived on site and active installation work is underway.
The physical installation work is finished. The job is moving into the contract and sign-off phase.
The installation contract has been sent to the customer for review and signature.
The customer has signed the contract. The job is pending final customer approval.
The customer has formally approved the completed installation. This is the successful terminal status for a job.
The installation was cancelled. No further actions can be taken on this record.
The installation was rejected by the partner. No further actions can be taken on this record. A rejection reason is recorded on the installation.

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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.
GroupStatuses included
ScheduledSCHEDULED, INSTALLER_ASSIGNED
En RouteEN_ROUTE
In ProgressINSTALLATION_IN_PROGRESS, INSTALLATION_COMPLETED, CONTRACT_SENT, CONTRACT_SIGNED
ApprovedCUSTOMER_APPROVED
RejectedCANCELLED, REJECTED
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.

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Typical workflow progression

A successful installation moves through the following sequence:
1

Scheduled

You create the installation record. Status: SCHEDULED.
2

Installer assigned

You assign a handyman from the installation list or detail page. Status: INSTALLER_ASSIGNED.
3

En route

The handyman confirms they are traveling to the site. Status: EN_ROUTE.
4

Installation in progress

The handyman arrives and begins work. Status: INSTALLATION_IN_PROGRESS.
5

Installation completed

Physical work finishes. Status: INSTALLATION_COMPLETED.
6

Contract sent

The contract is sent to the customer. Status: CONTRACT_SENT.
7

Contract signed

The customer signs the contract. Status: CONTRACT_SIGNED.
8

Customer approved

The customer gives final approval. Status: CUSTOMER_APPROVED. The job is complete.

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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.
StatusAssign handymanReassign handymanReject installation
SCHEDULEDYesNoYes
INSTALLER_ASSIGNEDNoYesNo
EN_ROUTENoYesNo
INSTALLATION_IN_PROGRESSNoNoNo
INSTALLATION_COMPLETEDNoNoNo
CONTRACT_SENTNoNoNo
CONTRACT_SIGNEDNoNoNo
CUSTOMER_APPROVEDNoNoNo
CANCELLEDNoNoNo
REJECTEDNoNoNo
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.
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.

Schedule an installation

Create a new installation and set the initial date

Assign a handyman

Assign or reassign a handyman to move the job forward