📚Feature Guides

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: | Button | Status | Description | |--------|--------|-------------| | **Confirmed** | `confirmed` | Appointment confirmed with client | | **En Route** | `in_progress` | Heading to appointment location | | **Docs Rec'd** | `documents_received` | Documents collected from signer | | **Completed** | `completed` | Appointment finished | Buttons are disabled if the status is already applied or the order is completed. ## Quick Actions | Action | Description | |--------|-------------| | **Call** | Dial signer's phone number | | **Text** | Send SMS to signer | | **Journal** | Add a journal entry for this order | | **Shipping** | Scan shipping label for this order | | **Invoice** | View or create invoice | | **Pay Now** | Process 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 - [Status Actions](../actions/update-status.md) - Learn about status options - [Home](./home.md) - Return to order list