PHC Proposal & Work Order Statuses (Mobile)

Background

PHC proposals and their work orders each carry a status. A proposal moves from Draft to Submitted to Approved (or Lost). Once approved, each treatment becomes a work order with its own status, from Scheduled through Completed, billing, and Paid.

In the mobile app, users can now review and update proposal and work order statuses from the field, see a status breakdown for each proposal, and create an ArborPay invoice directly from a completed work order.

Platform

ArborNote mobile app for iOS and Android.

Open a project, tap View, then select PHC Proposals. You can also view PHC proposals across all projects from the Projects screen, as shown below.

Feature Highlights

• Filter PHC proposals by status; select several statuses at once.
• See each proposal’s status split at a glance, which syncs with the desktop (e.g. 29% Approved, 14% Scheduled, 43% Completed, 14% Paid).
• Update each work order’s billing status after it is Completed.
• Create an ArborPay invoice and email it or copy the payment link.
• Open the proposal in the app or open the client-facing proposal link.

How Statuses Work

Proposal statuses describe the whole proposal. Work order statuses describe each approved treatment after it becomes a work order.

Key rules:

• Billing options appear only after a work order is Completed.
• Once a work order is set to Submitted for Billing, it can be moved back to Completed, but the Invoiced status is no longer available for that work order.
• Scheduled work orders are locked on this screen. Update them from the Work Order itself to move it to Completed.

There are two billing paths:

• ArborPay: Completed → Invoiced → Paid.
• Non-ArborPay: Completed → Submitted for Billing → Billed → Paid.

To email an ArborPay invoice, choose Invoiced, tap Yes, send email, and send the message from your device’s email app. Changing the status alone does not send the email.

View/Edit Status Inside a Project

A. Open PHC proposals

Open from a project — Open the project, tap View, then select PHC Proposals. The list shows the project’s PHC proposals.

B. Filter and read proposal statuses

Filter by status — Tap one or more status chips (Draft, Submitted, Approved, Scheduled, Completed, Billed, Paid, Lost). Selected chips are then highlighted. Tap Clear to reset selections.

Read the status badge — A proposal shows one status badge, or a percentage split when its work orders are in different statuses.

C. Open proposal actions

Tap a proposal — The action menu shows Status Update, View Proposal, and View Proposal Link.

View Proposal Link — Opens the client-facing proposal in the browser, including the Activity/Follow-up Timeline and Add Note.

D. Change an unscheduled proposal status

Open Change Status — For a proposal without work orders, tap Status Update to open Change Status.

Select and save — Choose Draft, Submitted, Approved, or Lost, then tap Save.

E. Update work order statuses

Open the work order list — On a proposal that has work orders, tap Status Update. Each row shows one work order and its current status.

Change the status — Tap the status button on a work order and choose a new status. The options depend on the current status:

• Scheduled — locked. Update it from the Work Order.
• Completed — Submitted for Billing, Billed, Invoiced, or Paid.
• Submitted for Billing, Billed, or Paid (non-ArborPay) — Invoiced is no longer offered, even after moving back to Completed.

F. Send an ArborPay invoice

Select Invoiced — From a Completed work order, choose Invoiced. The Invoice Created dialog appears.

Send or copy — Tap Yes, send email to open the device email app with the invoice template and payment link, or tap Copy Link to share the link another way.

Send from the email app — Review the email and tap Send. The email is not sent until you send it from the email app.

View/Edit All PHC Proposals from the Proposal Overview

Use the overview to see PHC proposals across all projects in one list.

Open the overview — On the Projects screen, tap the chart icon in the top bar.

Choose PHC Proposals — In the View Proposals menu, select PHC Proposals.

Filter by status — The list is titled PHC and shows proposals from every project. Tap one or more status chips (Draft, Submitted, Approved, Scheduled, Completed, Billed, Paid, Lost) to show only proposals in those statuses. Tap Clear to reset.

Open a proposal — Tap a proposal to update statuses or view it, the same as steps C–F.