CoreBridge EVO combines fixed main statuses (document-level workflow for estimates, orders, purchase orders, and calendar events) with configurable item statuses and item substatuses so you can mirror how your shop really works. This overview explains the three layers, lists the built-in main statuses you will see in EVO, and points administrators to the Workflow Statuses screen where line-level options are maintained.
Table of Contents
How Statuses Work in CoreBridge
a. Main statuses describe the whole estimate, order, purchase order, or calendar event (header or summary).
b. Item statuses describe each line item's position in workflow.
c. Item substatuses add optional detail under an item status.
For estimates, orders, and purchase orders, the document main status follows the earliest workflow stage still present on any line item. Example: lines at Pre-WIP, WIP, and Built produce a main status of Pre-WIP. When every line moves forward, the main status advances automatically.
Manually setting the main status to a later stage can pull earlier line items up to that same stage so the document stays aligned. Example: one line at WIP jumps to Built if you set the main status to Built.
Main Statuses
System main statuses cannot be renamed or removed; use item statuses and item substatuses for finer tracking.
Estimates: Pending; Awaiting Approval; Approved; Lost; Voided.
Orders: Pre-WIP; WIP; Built; Invoicing; Invoiced On Account; Invoiced Past Due; Closed; Voided. EVO shows two invoiced main statuses instead of the single Invoiced label common in older documentation; use Invoiced On Account for open-account billing and Invoiced Past Due when the balance is past terms.
Note: Invoiced or closed billing states usually lock the order so line and financial edits are blocked.
Purchase orders: Requested; Approved; Ordered; Received; Voided.
Calendar events: Scheduled; WIP; Complete; Incomplete.
Workflow Statuses in EVO
Administrators maintain line-level behavior under Settings / Workflow / Workflow Statuses (breadcrumb Settings / Workflow Statuses). The page explains that you are configuring item statuses for each workflow stage.
1. Open Settings / All Settings, choose Workflow, then Workflow Statuses, or search workflow statuses.
2. Pick a document tab: Estimate, Order, Calendar Event, or Purchase Order.
3. Click a main status chip (for example Pending on estimates or Invoiced On Account on orders). The grid lists Item Status, Customer Portal Name (where used), and Item Substatus mappings for that stage.
4. Click Add Status to create new item statuses for the selected stage; use row actions to edit or remove entries you are allowed to change.
5. Use the Substatuses → shortcut (same as Settings / Workflow / Substatuses) to define substatus records and link them to item statuses.