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Status Time Limits

How to set the time limits for your statuses

Amalia avatar
Written by Amalia
Updated over 9 months ago

The Status Time Limit is the maximum duration for specific Work Orders, estimate or Lead Status.

You can set the time limits in minutes, hours, and days.

For instance, set a time limit of 15 minutes for “New lead” status and 20 days time limit for “Waiting for parts” one.

When the set status term expires, in the work order and estimate table or the lead table in the column “Status deadline” the lightning bolt icon will become colored and the delay time will be displayed.

You can also check the “Display overdue in the badge” checkbox. This way, the overdue work orders in this status will appear in the work orders table when applying the “Overdue ordesbadge.

You can disable this feature for statuses you cannot fully control.

Here's an example: You don't have the needed part to done the client’s work order, so you transfer the work order to the “Waiting for part” status. Unfortunately, you cannot always impact the part delivery time, so your status - and even the work order - may become overdue because of external causes. Uncheck this checkbox for such statuses to prevent confusing system behavior.

Hit the “Overdue statuses” badge in the work orders or lead table to display only work orders/estimate/leads that are currently overdue by status.

Note: RemOnline uses your Location Opening hours to calculate the time limits and estimate or work order deadline. You can configure your location opening hours on the “Settings > Locations” page. And when RemOnline calculates the time limits for leads, the opening hours of the location are not taken into account.

For instance, you transition the work order to the “New” status on 12 September at 05:55 PM. You've set location hours as 09:00 AM - 06:00 PM, meaning there are 5 minutes left of the current working day. Considering that the “New” status time limit is 15 minutes, the status deadline is set to 09:10 AM on September 13.

Remember: the status time limits functionality is available in the subscription plans “Business” and greater.

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