Mobile App: Appointment Statuses

Appointment statuses help track the progress of each scheduled job.  Understanding each status ensures accurate job reporting, team coordination, and a smooth experience for both technicians and customers. 

Appointment Status Definitions

Below are the appointment statuses you'll see throughout a job's lifecycle:

Pending

• This is the default status for a new appointment.
• The technician has not yet accepted the appointment, even though it has already been assigned to him.

Accepted 

• Indicates that the technician has accepted the appointment and can now begin any assigned Prework (if enabled in their account) or driving to the location.  
• Location sharing will be active once the technician starts driving depending on their app settings.

Running

• The technician has arrived at the customer's location and has ended their driving trip.  
• This status signals that the work is in progress on site. 

Completed

• The technician has finished the work and swiped to End the Appointment. 
• Before ending the appointment, the technician should ensure all required and requested actions are completed, including obtaining a work completed signature, linking equipment, making notes, taking photos and any other checklist items. 

Notes: 

• Some statuses may be automatically triggered by actions you take in the app (starting or ending a trip, etc.)
• Always confirm with your company if there are required steps at each status, such as capturing photos, updating equipment, or obtaining signatures.

For questions about appointment workflows or status requirements, please contact your admin staff or Sera Support.