Status reference

Every account is created with the same eight statuses. They are rows belonging to you rather than something baked into the software, because every solar firm has its own pipeline vocabulary and the tool should not argue with it.

The eight

Status	Counts to pipeline	Counts to confirmed	Terminal
New	Yes	No	No
Reviewing	Yes	No	No
Contacted	Yes	No	No
Asked to call later	Yes	No	No
Interested	Yes	No	No
Accepted	Yes	No	No
Bought	No	Yes	Yes
Lost	No	No	Yes

Every lead arrives as New. Nothing else is automatic except the two moves described under moving a lead through the pipeline: a customer accepting online lands on Accepted, and an admin recording a sale lands on Bought.

What the columns mean

Counts to pipeline feeds the Pipeline value figure at the top of the quote list, labelled “Still open”. Six of the eight do. It is the money that is still in play.

Counts to confirmed feeds Confirmed value, labelled “Bought”. Exactly one status does, and that is the point of it: one number, meaning work you have won.

Note that Accepted counts as pipeline, not as confirmed. A homeowner pressing a button online has had no survey, no deposit and no contract, so their yes keeps the money in the open column until somebody at your company says otherwise.

Lost counts towards neither, so marking something Lost takes it out of your pipeline figure without pretending it was never there. The lead itself stays, in full, with its history.

Terminal marks the two that mean the job is over, one way or the other. Nothing in the software stops you moving a lead out of a terminal status, and you should when a lost deal comes back to life. Terminal describes what the status means, not a lock.

The value being counted

Both figures add up the installation cost from the customer’s estimate, not the total of any quote you have written. Editing a quote does not move either number. If you want the value of your quotations, export to Excel and total the column.

Colours

Each status has a colour, used as the small square beside the label on the quote list and in the “By status” breakdown. The colour is decoration and never the only signal: the label and the count are always there in words, so the list still reads correctly to anyone who cannot separate the greens from the browns.

Renaming

The label is yours. The key underneath it is not, and it is what the software uses. Automatic moves look for the status that is Accepted or Bought, rather than the one called Accepted or Bought, so renaming Bought to “Won”, “Sold” or “Installed” changes the word everywhere without breaking anything.

There is no screen for renaming yet

The labels can be changed, but there is no control in the dashboard to do it. Ask Solar Desk and we will change them on your account. The same applies to adding a ninth status or removing one you never use.

Two things to keep in mind before asking for a rename.

Homeowners see the label. Anyone with an account with you sees the status word beside their job. It should read as something you are happy for a customer to see. “Asked to call later” is fine. Anything you would not say to their face is not.

Deleting a status is the case that does not degrade gracefully. If the status an automatic move is looking for no longer exists, the app refuses to guess: it leaves the lead where it is and writes an internal note explaining that it did. Renaming is safe; removing is not.