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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. Dispatched (violet): a tech has the job and hasn't left yet. Emergency lockouts start here. Button: "Start Route".
  3. En Route (amber): you're driving to the customer. On KeyBolt Pro, the customer receives an "On My Way" text with your ETA (if you have that toggle enabled in Settings > Notifications). Button: "Arrived". Tap when you pull up to the location.
  4. 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.
  5. Completed (green): the work is finished. Button: "Send Invoice". Tap to open the invoice builder with pre-filled line items.
  6. 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 screen updates instantly and the change syncs in the background. You never have to wait or tap twice. In the phone app you can tap a status with no signal at all: KeyBolt saves it on the phone and sends it up the moment you have bars again. In a web browser you need a connection.

Tip: Tapped too far? Use Change status next to the big button and pick the stage you meant. Moving a job back out of Completed or Invoiced asks you to confirm first and voids any draft bill. If the bill was already sent, void the bill first. If a payment is on the job, reverse the payment first. If you do not see the option, your role cannot reopen billed work.

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)

Still need help? Contact us and we'll respond within 2 business days.