Create an Order

An Order formalizes the service being provided.

The ways to create a work order are:


  1. With customer signature

    1. From the menu on the left, select  Estimate .
    2. Click on the  Estimate number below the  # column .
    3. Click  Actions.
    4. Click  Sign.

    Tip : The estimate for the client's signature will appear. After signing, an order is automatically generated.


    2. Without customer signature

    1. From the menu on the left, select Estimate .
    2. Click on the Estimate number below the # column .
    3. Click Actions.
    4. Click Order .


    Step 1- Schedule:

    The Schedule is not required.

    1. Click on the Worker and drag it, with the left button pressed, to the desired date and time.

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/84358fb7-c5da-499a-bd9f-11f915edf21a/schedule-gif.gif

    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.

    1. Click Next: Payment .

    Step 2 - Payment:

    1. click on Add payment.
    2. Fill in the fields.
    3. (Optional) Repeat steps 1 and 2 for the other payments .
    4. Click Next: Products purchase .

    Step 3 - Products purchase . :

    1. At the top, select the tax rate used and the taxpayer.
    2. Enter the product and quantity.
    3. Click Place Order.

    Tip: To add another product click + in the lower left corner.

With customer signature

  1. From the menu on the left, select  Estimate .
  2. Click on the  Estimate number below the  # column .
  3. 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.


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