Every job moves through a series of statuses in your CRM. Each one triggers a change in CxC automatically — no manual updates needed.
Job Scheduled
A job channel is created automatically the moment a job is scheduled. The Pre-Job Summary is posted (if you activated this job in marketplace) immediately with job type, customer address, and any notes. Managers, and the assigned technician are all added to the channel at this point.
The job appears in the Scheduled section of the sidebar.
Job Dispatched / In Progress
The job status updates in CxC to reflect the current state — Dispatched or In Progress. The team can see the updated status in the channel header. Everyone can message, share updates, and follow along in real time.
The job appears in the Active section of the sidebar.
Technicians can start a recording at any point — there are no status restrictions on when recording can begin.
Job Completed
When the job is marked complete, the channel moves to the Completed section of the sidebar immediately. It is removed from the sidebar entirely after 48 hours.
Canceled and On Hold jobs are removed from the sidebar immediately but remain fully accessible via search at any time. Notifications follow your notification settings.
Job Reopened
If a previously completed or closed job is reopened, the channel is restored automatically with all members and full history intact. It moves back to the Active section in the sidebar.
