Use the initial statuses to build and separate different business processes in Orderry.

Here's an example: you have two lead types: website and service center application. You — most certainly — process these two differently, as you have different business logic for those cases. This is why you create “Website” and “Service center” lead types and set different initial lead statuses for them in Orderry.

The system automatically assigns an initial status and — as a result — a corresponding status sequence, depending on the work order / lead type. Configure your status sequences on the “Settings > Statuses” page. Find out more about using work order statuses here, and about using lead statuses here.

Remember: the system allows you to select from a list of available statuses if the current status is unavailable for the new work order / lead type.

Navigate to the “Settings > Forms editor > Work Orders” page to set the initial status for a specific work order type. Here's what you need to do:

1. Select a work order type and hit the “Edit” button or create a new work order type.

2. Set the status in the “Work order initial status” field and hit the “Save” button.

This is it. The system now assigns a selected initial status to all new work orders of this type.

The initial status for the estimate type is set on the Settings > Forms Editor > Work Orders page.

1. Select the desired work order/estimate type and click the edit button or create a new work order/estimate type.

2. Set the desired status in the Estimate initial status field and click the Save button.

Now, when you create an estimate with this type, it will immediately be set to the status specified in the settings.

Navigate to the “Settings > Forms editor > Leads” page to set the initial status for a specific lead type. Here's what you need to do:

1. Select a lead type and hit the “Edit” button or create a new lead type.

2. Set the status in the “Initial status” field and hit the “Save” button.

This is it. The system now assigns a selected initial status to all new leads of this type.

Isolate the status sequences and determine initial statuses for them. This way, you limit the status selecting options for your employees and enforce the business process sequences. Isolating status sequences is also an excellent solution for eliminating a human element and preventing employees from selecting incorrect statuses during the work processing.

Configure automatic employee notifications for status changes, so you can always keep them updated on critical work events.

Note: Initial status functionality is available in the subscription plans “Business” and greater. As for other subscription plans, all work order types have a default “New” initial status, all lead types have a default “New lead” initial status.