When creating plans they can have a status set to communicate at what stage the plan is at. This helps visualise the plans that still need to be worked on before jobs or projects occur. These statuses can also be used to help arrange your plans by status.

When a plan is first created by default, it will be set to unconfirmed. This is used as a draft stage where details may still need to be confirmed before proceeding.

The confirmed status is used to identify that the details are correct and that the plan should go ahead and be created by the planning team.

In progress denotes that a planning team member is drawing up the plan and adding active documents before it can be supplied to clients and field workers.

Completed plans have their documents attached and are ready to be used on-site, and you're able to invoice your clients for the creation of the plan. By default, only completed plans will appear in the billable plans area.