Job Status Workflow

The Tap-to-Advance System

Every job in KeyBolt follows a simple, linear workflow. At each stage there's a single large button that moves the job to the next status. One tap, done. No menus, no dropdowns, no thinking required. This is designed so you can update a job status with one hand while holding a toolbox in the other.

Status Flow

  1. Scheduled (indigo) — the job is booked and waiting. Button: "Start Route". Tap when you leave for the job site.
  2. En Route (amber) — you're driving to the customer. If SMS is enabled, the customer receives an "On My Way" text with your ETA. Button: "Arrived". Tap when you pull up to the location.
  3. On Site (blue) — you're at the location working. This is where you do the actual locksmith work. Button: "Complete Job". Tap when the work is done.
  4. Completed (green) — the work is finished. Button: "Send Invoice". Tap to open the invoice builder with pre-filled line items.
  5. Invoiced (teal) — the invoice has been sent to the customer. No more action buttons — now you're waiting on payment. The invoice status (sent, viewed, paid, overdue) is tracked separately.

Cancelled Jobs

At any point before "Completed," you can cancel a job from the job detail page. Cancelled jobs show in slate gray and are filtered out of your active views by default. They're still visible in the full job list with the "Cancelled" filter.

Optimistic Updates

When you tap a status button, the UI updates instantly. The status change syncs with the server in the background. If you're in a basement with spotty signal, the change is queued and synced when you're back online. You never have to wait or tap twice.

Tip: If you accidentally advance a job too far, tap the status badge on the job detail page to see the option to move it back one step. This is intentionally not prominent — the forward flow should be your default.

Status Colors on the Job Board

Each status has a distinct color that's consistent everywhere in KeyBolt — on job cards, the calendar, badges, and charts. Learn the colors once and you can scan your whole day at a glance:

  • Indigo = Scheduled (calm, planned)
  • Violet = Dispatched (in motion)
  • Amber = En Route (active, moving)
  • Blue = On Site (working)
  • Green = Completed (done)
  • Teal = Invoiced (money handled)
  • Slate = Cancelled (inactive)

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