Articles on: X-Pro Service

What are Service Stages?

Overview


Service Stages in X-PRO Service represent the different phases a service call goes through during its lifecycle within a project. These stages help organize, track, and manage the progress of service calls from initiation to completion, ensuring clear visibility of the current status and workflow progression.


Stage

Description

Open

The service call has been created and is awaiting review, assignment, or scheduling.

Scheduled

The service call has been assigned and scheduled for a technician or service team to perform the work.

Awaiting Parts

The required parts have been identified, but work cannot proceed until the parts become available.

Parts Ordered

The necessary parts have been ordered from the supplier and are pending delivery.

Parts Received

All required parts have been received and are ready for installation or use in the service call.

In Progress

Work has started, and the technician is actively performing the service.

Invoice Sent

The service has been invoiced, and the invoice has been sent to the customer for payment.

Ready for Invoice

The service work is complete, and the call is ready for invoice generation.

On Hold

The service call is temporarily paused due to pending information, customer request, approval requirements, or other delays.

Cancelled

The service call has been cancelled and no further action will be taken.

Completed

All service work has been successfully finished, and the service call has been closed.




Updated on: 06/22/2026

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