Dispatch & Work
Generic record status changes from toolbar
Change job and invoice status from the detail toolbar where supported.
Overview
The shared detail toolbar will route status changes to the correct server action per record type instead of showing a not-implemented message.
What we're building
Changing a record's status from the detail toolbar sometimes showed a not-implemented message, so you had to find another way to move a job or invoice forward.
Thorbis is wiring the shared detail toolbar to route each status change to the correct action for that record type. You can change a job's or an invoice's status right from its detail page, with the right options for that record.
It is a small thing you hit often, made to just work.
What you'll be able to do
- Change a job's status from its detail toolbar
- Change an invoice's status from the toolbar
- Update record status without leaving the detail page
- Get the right status options for each record type
- Avoid not-implemented messages on status changes
Rollout plan
- 01
Toolbar status changes
In progressRoute status changes from the shared detail toolbar to the right action.
- 02
Per-record coverage
In progressSupport status changes across job and invoice record types.
- 03
Broader record types
In progressExtend toolbar status changes to more supported records.
Milestones
- Not started:
Action routing
Route toolbar status changes to the correct action per type.
- Not started:
Job and invoice support
Enable status changes for jobs and invoices.
- Not started:
Remove stubs
Replace not-implemented messages with working changes.
More in Dispatch & Work
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.