order details

Order Details

The order details page shows comprehensive information about an order with mobile-optimized actions.

Information Sections

Order Header

  • Order number and title
  • Status badge (color-coded)
  • Scheduled date and time
  • Total fee amount

Client Information

  • Signer name
  • Phone number (tap to call)
  • Email address

Location

  • Full signing address
  • Navigate button opens Google Maps

Company/Vendor (if applicable)

  • Company name
  • Phone number
  • Contact person

Status Updates

Update the order status with quick buttons:

ButtonStatusDescription
ConfirmedconfirmedAppointment confirmed with client
En Routein_progressHeading to appointment location
Docs Rec'ddocuments_receivedDocuments collected from signer
CompletedcompletedAppointment finished

Buttons are disabled if the status is already applied or the order is completed.

Quick Actions

ActionDescription
CallDial signer's phone number
TextSend SMS to signer
JournalAdd a journal entry for this order
ShippingScan shipping label for this order
InvoiceView or create invoice
Pay NowProcess payment

Status Workflow

Typical in-field status progression:

pending → confirmed → in_progress → documents_received → completed

You can skip steps based on your workflow:

  • Go directly to in_progress if already heading to appointment
  • Mark completed from any status when finished

See Also