Manage custom statuses and amenities

Use this guide when staff need clearer progress labels or when your facility needs to reserve bays, rooms, or equipment.

This guide covers two related Operations tools:

Settings > Custom statuses: the labels staff use to describe work progress.
Settings > Operations: the amenities list for bookable bays, rooms, and equipment.

What you will accomplish

You will create a custom status label and add facility amenities that staff can recognize when scheduling work.

Before you start

You should be signed in as a team admin or manager.
Write down the status labels your staff already use in conversation.
Write down the bays, rooms, and equipment staff may need to reserve.
Use short, plain names. These names appear in tables, boards, schedules, and dialogs.

Create a custom status

Custom statuses help staff answer, "What is happening with this job right now?"

Examples:

Waiting on customer
In the bay
Ordering parts
Ready for pickup

Custom statuses page showing Waiting on customer, In the bay, and Ready for pickup status labels — Custom statuses give staff more specific progress labels than broad built-in statuses.

Open Custom statuses
Go to Settings > Custom statuses.
Click New status
Click New status.
A window named New custom status opens.
Create a status with a plain name, category, color, and icon.
Enter the status name
In Name, type the exact label staff should see.
Keep it short. A good status is easy to scan on a busy day.
Add a description
In Description, explain when staff should use the status.
Example: Work is paused until the customer responds.
Why this matters: A clear description helps new staff use the status the same way as experienced staff.
Choose the category
In Category, choose the broad stage that best matches the status.
Common choices include:
- To Do for work that has not started.
- In Progress for work happening now.
- Blocked for work that is paused.
- Done for work that is complete.
Why this matters: The category keeps reporting and work boards organized.
Choose Auto-assign user only if one person should always own it
Use Auto-assign user when the same teammate should be added every time this status is used.
Example: if Ordering parts should always go to your parts manager, choose that person.
Leave it blank if ownership changes from job to job.
Choose a color and icon
Pick a color and icon that make the status easy to spot.
Use colors consistently. For example, orange can mean waiting, blue can mean work in progress, and green can mean ready or done.
Click Create
Click Create.
Expected result: The new status appears in the Custom statuses table.

Keep your status list simple

Good starting statuses for many facilities:

Waiting on customer
In the bay
Ready for pickup

Add bookable amenities

Amenities are the spaces or equipment staff may need to reserve.

Examples:

Detail Bay 1
Wash Bay Large
Photo Room
Transport Trailer

Operations settings page showing bookable bays, rooms, and equipment with amenities named Detail Bay 1, Photo Room, and Wash Bay Large — Amenities should use names staff already understand.

Open Operations settings
Go to Settings > Operations.
Scroll to Bookable bays, rooms, and equipment.
Click Create amenity
Click Create amenity.
A window named Create amenity opens.
Enter the amenity name
In Name, type the space or equipment name.
Use the name staff say out loud. For example, Detail Bay 1 is clearer than Bay.
Add tags if they help staff filter or group amenities
In Tags (optional), add helpful words such as indoor, large, wash, detailing, or photos.
Tags are optional. Use them only if they make choices easier.
Click Save
Click Save.
Expected result: The amenity appears in the table with its tags and active status.

Disable or delete an amenity

Use Disable when the amenity may come back
Click Disable when a bay, room, or piece of equipment is temporarily unavailable.
Example: a wash bay is closed for repairs.
Use Delete only when the amenity should be removed
Click Delete when your team no longer needs the amenity in the list.
Tip: If you are unsure, disable it instead of deleting it.

Troubleshooting

What to do next

After statuses and amenities are ready, test them while creating or updating a scheduled event. If your team also needs a checklist, follow Create operations workflows.