Manage Job Steps
This guide covers the day-to-day step management actions — starting, pausing, completing, and skipping individual steps within a multi-step job.
→ To understand what steps are and how they chain together, read Concepts: Multi-Step Jobs first.
Step statuses
Each step in a multi-step job has its own status:
| Status | Meaning |
|---|---|
| Pending | Not yet started. Waiting for the previous step to complete. |
| Ready | Previous step complete; this step can now be started. |
| In Progress | A technician is actively working on this step right now. |
| Paused | Work has stopped temporarily. Step is still in progress, not complete. |
| Complete | All work and completion tags confirmed. Step closed. |
| Skipped | Step was not applicable for this job. Manually skipped by a controller. |
Start a step
If Auto-Start is off (manual start required):
- Open the job detail panel
- Go to the Steps section
- Find the step showing as Ready
- Click Start Step
The step status changes to In Progress and the technician’s status board shows them as Working.
If Auto-Start is on: When the previous step is marked complete, BayWise automatically sets the next step to In Progress. No manual action is needed. Auto-Start is configured in Settings → Operations.
Pause a step
If work on a step needs to stop temporarily (e.g., the technician needs to leave for another urgent job):
- Open the job detail panel
- Find the active step (showing as In Progress)
- Click Pause Step
The step status changes to Paused. The technician’s status board updates. To resume, click Resume Step.
Paused vs. Waiting statuses: Pausing a step is a short-term stop for a running step. Moving an entire job to Waiting Approval, Waiting Parts, or Waiting Sublets is a longer-term hold applied at the job level (e.g., waiting for customer approval or parts delivery). These are different actions.
Complete a step
When a technician finishes their work on a step:
- Open the job detail panel
- Find the active step (showing as In Progress)
- Set any required completion tags (see below)
- Click Complete Step
The step status changes to Complete. The next step (if any) becomes Ready and will either auto-start or wait for manual start depending on your settings.
Completion tags
Some steps require completion tags — specific confirmations that the key work was done before the step can close. For example:
- A “Disassembly” step may require the Panels Removed tag to be checked
- A “Parts Order” step may require the Parts Ordered tag to be checked
These tags appear as checkboxes inside the step form. All required tags must be checked before you can click Complete Step.
If Complete Step is greyed out, scroll up in the step form to check for unchecked completion tags.
Skip a step
If a step in the sequence does not apply to the specific vehicle (e.g., a collision job where ADAS calibration is not needed because the vehicle has no ADAS):
- Open the job detail panel
- Find the step you want to skip (it must be Pending or Ready)
- Click the step options menu (three dots or gear icon)
- Select Skip Step
- Enter a reason (required)
A skipped step does not block the sequence — the next step becomes Ready immediately.
Who can skip steps: Member, Location Manager, Org Admin, Account Owner.
Add a note to a step
Open the step inside the job detail panel and use the Notes field to record anything relevant — part numbers received, technician observations, customer requests, delays encountered.
Notes are timestamped and visible to anyone who can view the job.
Common questions
The Complete Step button is greyed out. One or more completion tags are not set. Check all checkbox fields within the step form.
Auto-Start triggered the next step but we are not ready to start it. Open the next step and click Pause Step immediately. Then review your Auto-Start setting in Settings → Operations if this happens frequently.
A step was completed by mistake. Can it be reversed? Controllers and above can re-open a completed step. Open the step in the job detail panel, click the step options menu, and select Re-open Step. Note that this may also affect the status of later steps in the sequence.