Create an order
An order is a customer plus the work you are doing for them. Both are created in one step; there is no separate "create a customer" step first.
Add an order
- Go to Orders and select New order.
- Customer — enter a new customer, or choose one you have already added.
- Project name — a short name for the work, such as "Kitchen remodel" or "Back deck".
- Project type — the trade or category.
- Save.
That is all that is required. The site address, dates, price and photos can be filled in later from the order itself.
Site address
If the customer has an address on file, the order uses it. Change the address on the order when the work is at a different location.
Set the status
A new order starts at Inquiry. To change it, select the status badge at the top of the order. There are ten statuses, and each one is shown to your customer in customer-facing wording. See Job statuses.
You do not have to use all ten statuses.
Invite the customer
The dashboard checklist offers one further step, which is optional: invite your customer. This sends them a link to follow the order and message you. Everything else works whether or not you send an invite, and you can invite from any order later. See Invite people.
The checklist can be dismissed. It reflects your actual orders and invites rather than a stored list, so deleting the order removes the tick.
Next: Invite people, or go to Manage your orders.