Project orders don't end when the truck leaves (shipped status), they end when the job is installed, and the status ladder is built around that.
In this article- The Project status ladder
- Add a proposal line before you leave Bid
- Set the install date
- What happens at Installed
- Move an order backward
- Put an order On Hold or Void it
- Where Project statuses show up
The Project status ladder
If you've worked in Allmoxy before, you know the catalog ladder: Bid → Ordered → Verified → In Progress → Completed → Shipped. That works when the sale ends at the loading dock.
A project doesn't. There's an authorization step before anything gets built, and there's install work after the delivery. So Project orders run their own ladder:
- Bid - you're still quoting. Files, rooms, and proposal lines are all in flux.
- Authorized - the customer has said yes to the proposal.
- Confirmed - you've verified it on your end and it's good to build.
- In Production - the work is underway.
- Ready for Install - it's built and waiting to go out.
- Shipped - it's left your shop.
- Installed - it's in and the job is done.
Plus On Hold and Void, which you can move to from anywhere.
Project orders use their own status ladder, ending at Installed rather than Shipped.
If your instance runs both order types, your orders list shows a status column for each, so a Project sitting at Ready for Install and a catalog order sitting at Completed both read correctly at a glance.
Add a proposal line before you leave Bid
You can save a Project order with a completely empty Proposal tab. During discovery you want to be uploading photos and naming rooms without anyone asking you for a price yet.
But you can't move the order past Bid until the proposal has at least one line. If you try, you'll get a message telling you what's missing.
The reason is simple: Authorized means the customer approved something. Without any lines, there's nothing to approve, nothing to price the job at, and nothing to build an invoice from downstream.
Add at least one proposal line before moving the job to Authorized.
You can still move a Bid to On Hold or Void. Those are always available, a job that dies before it's quoted needs somewhere to go.
Set the install date
Project orders have an Install Date field in the sidebar, right alongside ship date. It works the way you'd expect:
- Employees set it, and it can be overridden any time as the schedule moves
- It does not currently pre-fill from the ship date, you set it deliberately
- Customers can see it, but can't set or change it
The install date is also available as a variable, so you can pull it onto output pages and use it in triggers, anywhere ship date is already available, install date is too.
Set the install date in the sidebar and adjust it as the schedule shifts.
What happens at Installed
Installed status is the final status in the flow of a project order, which means that the proposal tab will become read-only once it hit installed - the job is done and installed, there should be no further change to the order.
The date locks in the first time the order reaches Installed and doesn't shift around if the status changes later.
Move an order backward
Sometimes a job goes sideways and has to be re-quoted. That's fine, and it's not a mess to undo.
When you move a Project order back to Bid, the system clears both the installed date and the revenue date. The order comes off the revenue reporting it had landed on, and when it works its way forward to Installed again, those dates repopulate fresh.
One thing to watch: moving an order backward doesn't automatically release supply that was already allocated to it. You'll get a warning rather than a silent change, so read it before you click through.
Put an order On Hold or Void it
On Hold is for a live job that's paused — the customer is deciding on finishes, or the permit hasn't come through. It parks the order without pretending it's dead.
Void is for a job that isn't happening.
Both are reachable from any status, including Bid. Use On Hold if there's any chance the project comes back; it's the friendlier of the two to reverse.
Where Project statuses show up
Project statuses behave like any other status in Allmoxy, so the tools you already use still work:
- Filters on the orders list, using Project status names
- Triggers, so you can fire an email or an internal notification when a job hits Ready for Install
- Status tags in list views, color-coded the same way
- Status history, under More Info in the sidebar, if you need to see who moved what and when
Customer permission wording follows the order type too — what reads as "edit verified orders" for catalog reads as "edit confirmed orders" for Project.