How Property Statuses and Customer Statuses Work Together

In SPRAYE, property statuses and customer statuses are closely connected.

Understanding how they interact is important, because:

• Property statuses often drive the customer status
• Some actions update both automatically
• Others only update one

Overview

• Property statuses represent the state of a specific property (estimate, active service, etc.)
• Customer status is a summary of all properties under that customer

? In most cases, customer status is automatically determined by property statuses

How Customer Status Is Determined

SPRAYE looks at all properties under a customer and assigns a status based on what’s happening across them.

Here’s how it works in plain terms:

• If any property is Active, the customer will be Active

If there are no Active properties, SPRAYE will look for the next most relevant status:

• If any property has an estimate sent, the customer will be Estimate Sent
• If not, but any property is a Prospect, the customer will be Prospect
• If not, but any property has declined estimates, the customer will be Estimate Declined
• If all properties are non-active or canceled, the customer will be Non-Active

Visual Flow (Simplified)

Think of customer status like a checklist:

Is at least one property Active?
→ YES → Customer = Active

→ NO →
   Has any property had an estimate sent?
   → YES → Customer = Estimate Sent

   → NO →
      Is any property a Prospect?
      → YES → Customer = Prospect

      → NO →
         Does any property have declined estimates?
         → YES → Customer = Estimate Declined

         → NO →
            Are all properties Non-Active or Canceled?
            → YES → Customer = Non-Active

How Property Statuses Change

Property statuses update based on actions in the system:

• Prospect → Typically set manually
• Estimate Sent → When at least one estimate is marked “Sent”
• Estimate Declined → When all estimates are declined
• Active → When at least one program is assigned
• Non-Active / Canceled → Typically set manually

Key Behaviors to Understand

Sending an Estimate

Sending an estimate will update a property to Estimate Sent, but only in certain cases:

• ✅ Will update from:
  • Prospect
  • Sales Visit Scheduled
• ❌ Will NOT update from:
  • Non-Active
  • Active

What Makes a Property Active

A property becomes Active when:

? A program is assigned (either directly or from an accepted estimate)

Moving a Property Out of Active

Even if a property has a program assigned:

• It can still be manually changedto:
  • Non-Active
  • Canceled

However:

? If another estimate is accepted or a program is assigned again,
the property will automatically move back to Active

What Triggers Updates

Property → Customer (Automatic)

Whenever a property status changes:

? SPRAYE automatically updates the customer status

Customer → Property (Limited)

Customer status changes do not usually affect properties.

Only exception:

• If a customer is set to Non-Active:
  • All properties become Non-Active
  • Canceled properties remain unchanged

Common Mistakes (and Why They Happen)

❌ “I sent an estimate, but nothing changed”

Why:
The property may already be Active or Non-Active.

Fix:
Sending an estimate only updates certain statuses (like Prospect).

❌ “I sent an estimate, but the customer is still Non-Active”

Why:
Sending an estimate does not override Non-Active status.

Fix:
Assign a program or manually update the property.

❌ “I changed the customer to Active, but nothing else updated”

Why:
Customer status does not push changes down to properties.

Fix:
Update property statuses individually.

❌ “I have one active property, but others are not active”

This is expected.

Customer status reflects the highest-priority property, not all properties.

❌ “Why is the customer Active when most properties aren’t?”

Why:
Only one Active property is needed.

❌ “I set a property to Non-Active, but it became Active again”

Why:
A program was assigned or an estimate was accepted.

Summary Table

FAQ

Does customer status update automatically?
Yes — based on property statuses.

What determines the customer status?
The most “active” property status wins (Active → Estimate Sent → Prospect → Estimate Declined → Non-Active).

Can I create or send an estimate on a Non-Active property?
Yes — but it won’t change the status.

What moves a property out of Non-Active?

• Assigning a program
• Accepting an estimate
• Manual status change

Why didn’t my estimate change the status?
Because estimates only update certain statuses (like Prospect → Estimate Sent).

What happens if I set a customer to Non-Active?
All properties become Non-Active (except canceled).

Final Note

This system is designed to:

• Reflect real activity across properties
• Prevent unintended status changes
• Give you control over when properties become active