Ecotrak Status Explanations

The information below will explain the different Work Order, Proposal, and Invoice statuses.

Work Order Statuses

• Pending SP Acceptance: Work order assigned to service provider, but has not yet been accepted
• Accepted: Work order has been accepted by service provider
• Complete: Work order is complete, may or may not be invoiced
• Cancelled: Work order was canceled by customer
• Unassigned: Work order has been created, not assigned to a service provider, possibly was declined by provider
• Not Fixed: During invoice review the customer marked related invoice as ‘not fixed’, return visit expected by provider

The statuses below are chosen by the Service Provider on the Work Order

• En Route: Service provider chooses when tech is on the way
• Arrived: Service provider chooses, tech is on site
• Pending Parts: Service provider chooses, parts are on order
• Submitting Proposal: Service provider chooses, need to submit proposal for project
• Return Visit Required: Service provider chooses, additional trip is needed

Proposal Statuses

• Proposal Submitted: A proposal has been added to work order, pending approval by Inspire
• Proposal Approved: Proposal related to work order has been approved by Inspire
• Proposal Rejected: Proposal related to work order has been rejected by Inspire
• Pending Client Approval: Service Provider has submitted a proposal, moving through Inspire approval process
• Proposal Approved: Proposal has been approved by the customer
• Proposal Rejected: Proposal has been rejected by the customer
• Proposal Closed: Work order was invoiced without proposal approval (various reasons)

Invoice Statuses

• Pending Approval Proposal is making its way through appropriate Inspire approvals
• Approved: Invoice has been Approved by the customer 
• Awaiting Invoice: Work order is in a ‘complete’ status, waiting for service provider to invoice
• Rejected Invoice: was rejected by the customer (notes should indicate reason)
• Paid: Invoice paid (payment details from Accounting are listed in notes)
• Approval in Process: Service Provider has submitted invoice, moving through the customers approval process