How to change a work order progress status in POS Lite?

TB POS · work-orders · Last updated August 17, 2026 · Version 1

This process works in apps: TB POS, TB Books

This article will teach you how to update a custom shop status like Waiting on parts without invoicing the job.

Progress statuses are shop-floor labels your team manages in Books → Settings → Document Statuses. They appear next to Quote / Work Order / Invoiced on the Hub and work order screen. Changing progress does not create an invoice — Complete Order still finalizes billing.

Steps

• Ask an admin to add labels under Books → Settings → Document Statuses and check Work Orders.
• Open the Hub or the work order for that vehicle.
• Click the progress badge (not the Quote / Invoiced chip).
• Pick the new label, for example Waiting on parts or Completed.
• Confirm the badge updates on the row immediately.
• When the job is ready to bill, use Complete Order as usual. That stamps the closed default progress label (Completed unless you change it in Settings).

Conclusion & best practices

Use progress labels for what is happening in the shop. Invoiced still means the work order was converted to an invoice. Do not treat Completed as a substitute for Complete Order.