Overview
Every order in Meistify follows a defined workflow. The status shows you and your team which phase an order is in.
The order workflow
- Planned – Order created, work hasn't started yet
- In progress – Employees are actively working on the order
- Completed – All work is finished
- Invoiced – The invoice has been created
Additional statuses:
- Sent – The invoice has been sent to the customer
- Overdue – The payment deadline has passed
- Cancelled – The order has been cancelled
Changing status
- Open the order
- Click on the current status chip or use the workflow bar at the top
- Select the new status
The workflow is directional – you can move an order from "Planned" to "In progress" but not back to "Planned". Only the "Cancelled" status is available at any time.
Automatic transitions
Some status changes happen automatically:
- When you create an invoice from the order, the status changes to Invoiced
- When an invoice is marked as Sent, the order also changes to Sent
Progress indicator
On the order detail page and in the overview you'll see a progress bar. This is set manually via the progress field in the order (0–100%).
Use progress to show your team and customers the current state – e.g. during site meetings.