update status
Update Status
Quick status updates keep your order workflow moving while in the field.
Status Buttons
| Button | Status | Color | When to Use |
|---|---|---|---|
| Confirmed | confirmed | Green | Appointment confirmed with client |
| En Route | in_progress | Blue | Heading to appointment location |
| Docs Rec'd | documents_received | Purple | Documents collected from signer |
| Completed | completed | Orange | Appointment finished |
Status Workflow
Typical field workflow progression:
pending → confirmed → in_progress → documents_received → completed
Flexible Workflow
You can skip steps based on your situation:
-
Direct to En Route:
pending → in_progress- Use when you've already confirmed and are heading out
-
Skip Docs Rec'd: Go directly to
completed- Use when no documents need to be collected
Button States
- Available - Button is colored, can be tapped
- Disabled - Button is grayed out
- Status already applied
- Order is completed
Confirmation
After tapping a status button:
- Order refreshes with new status
- Success message appears
- Status badge updates on order header
See Also
- Order Details - Full order information
- Home - View all orders with status badges