Create an Order
An Order formalizes the service being provided.
The ways to create a work order are:
With customer signature
- From the menu on the left, select Estimate .
- Click on the Estimate number below the # column .
- Click Actions.
- Click Sign.
Tip : The estimate for the client's signature will appear. After signing, an order is automatically generated.
2. Without customer signature
- From the menu on the left, select Estimate .
- Click on the Estimate number below the # column .
- Click Actions.
- Click Order .
Step 1- Schedule:
The Schedule is not required.
- Click on the Worker and drag it, with the left button pressed, to the desired date and time.
Tip: The Remove After Drop option , in the lower left corner, is used to exclude the Worker from the list, after scheduling.
Tip: Check Send Confirmation to Customer to send an email to the customer with appointment confirmation.
- Click Next: Payment .
Step 2 - Payment:
- click on Add payment.
- Fill in the fields.
- (Optional) Repeat steps 1 and 2 for the other payments .
- Click Next: Products purchase .
Step 3 - Products purchase . :
- At the top, select the tax rate used and the taxpayer.
- Enter the product and quantity.
- Click Place Order.
Tip: To add another product click + in the lower left corner.
With customer signature
- From the menu on the left, select Estimate .
- Click on the Estimate number below the # column .
- Click Send by Email.
Tip: An email will be sent to the customer with the estimate for signature. After the customer has signed, an order is automatically generated.