Project Statuses

Projects in DrillerDB follow a status workflow that tracks each job from quote through archive.

Every project also carries a priority, which is a separate thing from its status. Status says where the job is in the paperwork: quote, active, finished, filed away. Priority says how ready the job is to work right now. A job can be an Open Job that is Not Ready because the customer is not ready for six months, or an Open Job marked Emergency because somebody is out of water.

"Ready" is a priority, not a status. If you are looking for Ready in the status list, that is why you cannot find it. See Priority below.

Quick Start: Project Workflow

Standard progression:

Proposal -> Open Job -> Complete -> Closed

Status Overview

Detailed Status Guide

Proposal Status

Use Proposal while building and sending quotes.

Common actions:

• Edit pricing and line items
• Send proposal to customer
• Convert to Open Job

Open Job Status

Use Open Job once field work is active or ready to be scheduled.

Common actions:

• Assign crews and scheduling details
• Submit field reports
• Mark project Complete

Complete Status

Use Complete after primary work is finished.

When a project moves to Complete and its completion date is blank, DrillerDB fills in today's date in your company's time zone. This happens when you change the status in the console or in the classic app. A completion date that is already there is kept. You can still change the date on the project's Overview tab.

Common actions:

• Final documentation updates
• Billing closeout steps
• Move to Closed when fully complete

Closed Status

Use Closed for archived projects.

Common actions:

• Reopen the project when a correction is needed. It goes back to Proposal. In the console, only an admin, an office user, or a Field Supervisor can reopen it.
• Keep record for history and reporting

Priority

Priority is how you sort out what to work on today. It is separate from status, and a project keeps its priority no matter what status it is in.

Hot was added after the other levels, so its value is 6. Sorting by priority uses urgency, not the value. With the most urgent first, the order is Emergency, Hot, Ready, Almost, Not Ready, None, On Hold.

Where you see priority

• Projects list. Each row shows a colored priority chip.
• Job map. Markers are colored by priority. A Hot job shows a fire symbol instead of a colored pin, the same way an Emergency job shows a siren. When several jobs share one spot, the map shows one badge for them: a siren if any of them is an Emergency, otherwise a fire symbol if any of them is Hot, otherwise the number of jobs.
• Project page. The General Info card shows the current level.

Set the priority on a project

The fastest way works from the Projects list and works on any project:

1. Open Projects.
2. Right-click the job.
3. Point at Set Priority.
4. Click the level you want.

You can also set it on the project itself, but only while the job is an Open Job:

1. Open the project.
2. Find the General Info card.
3. Pick a level in the Priority dropdown.

The dropdown shows a colored marker next to each level. If you do not see a Priority dropdown in General Info, the project is not an Open Job. Use the right-click menu instead.

Find the high-priority work

1. Open Projects.
2. Set the Priority filter to the level you want, such as Emergency.
3. The list shows only jobs at that level.

Filter to Emergency to see the out-of-water calls, to Hot to see the jobs to do next, or to Not Ready to check what you are still waiting on.

Clear a stale priority

Set the priority to None. This is worth doing on jobs you have finished: a job that was marked Ready in the spring still shows a Ready chip after it is Complete, and that makes the list harder to read. Right-click the job and set Set Priority to None.

Step-by-Step: Change Project Status

1. Open the project
2. Locate the status controls
3. Select the target status
4. Confirm the status change
5. Verify the new status is saved

Transition Rules

Typical transitions:

A project cannot go straight from Proposal to Complete. Move it to Open Job first.

You cannot pick Approved yourself. DrillerDB sets it, for example when it imports a job from QuickBooks.

Reopening a Closed Project

1. Open the closed project.
2. Click Reopen Job.
3. Pick a reason, such as Closed in error. A reason is required.
4. Click Reopen Job in the dialog. The project goes back to Proposal.

In the console, the Reopen Job button shows only for admin, office, and Field Supervisor users. If you do not see it, ask an admin to reopen the project.

Work Orders

Work orders are service-oriented records and can use a related status flow in work-order screens. See work-order docs for service-specific behavior.

Notifications and Reporting

Status changes can affect:

• Notification visibility
• Status counts in dashboards
• Project filtering in lists/maps

Troubleshooting

Can't change status?

• Check role permissions
• Confirm required fields are complete
• Refresh and retry

Status looks incorrect?

• Reload the project
• Review activity history
• Ask an admin to verify transitions

Related Topics

• Creating Projects - Start new projects
• Project Details - Project information
• Scheduling - Assign crews
• Activity Log - Track changes