The Order Details Page is where you can create a new Estimate, Work Order, or Invoice. You can view and edit all the saved details for an order, complete, or void.
From the Main Menu, select "Orders" then "Order List". From here you can create a new order with the "+ Order" button or select an existing order number from the list. This will open up a new blank Order Details Page to fill out, or open up the Order Details Page for an existing order.
This is the Order Details Page for a blank new order.
From this page you can add in the following details about each order:
Choose Order Type: In the drop-down menu in the top left corner, you can select what type of order you are creating, either an Estimate, Work Order, or Invoice.
Choose Account: Pick the account this order is for, or make a new account.
Service Site: This will auto-populate with the primary site for the account, but you can also choose another site for the account here.
Order Details: You will be able to see details about the order here.
+ Add Items: Use this button to open the Bulk Add Items menu where you can easily see and select multiple line items.
Add Package: Use this button to add a package (You can create packages from the Packages page within Settings)
Add Promo: Use this button to add a promo (You can create Promos from the Promo page within Settings)
Duplicate Item: If you select a line item you can click this button to duplicate it.
Clear Order: This button removes all the line items from the order.
Line Items: In the line items box, you can click under the word "Item" to open a drop-down menu and select the line item you want to use.
+ New Blank Line: This button adds a new blank line item. The Qty or description must be filled in here, you cannot add a fully blank line.
Memo: This is where you can add in notes that will be visible on your Estimates, Work Orders, and Invoices. Clients will be able to see these notes.
Discount: You can add a percent discount to the entire order.
Tax Rate: You can select the tax rate on the order.
Order Type: You can choose if you are creating an Estimate, Work Order, or Invoice.
Number: This will automatically fill with the order number that generates once the order you are creating is saved.
Opportunity: You can select an opportunity account to connect this order to.
Reference: This is where you can add a PO #
Lead Source: Choose a lead source for this order (Why your client is coming to your business/returning)
Sales Rep: You can choose a sales rep for the order.
Group: You can choose a grouping for this order.
Sub Group: You can choose a sub-group for this order.
Posted: Check this box if you do not want this order to be brought over the QuickBooks.
Review: Here you can mark orders that need to be reviewed. This is a filter you can use on the order list page as well.
Action Item: This is an optional space where you can add in further details about the order.
Upsale: You can add in the amount of the upsales on the order.
Created: You can change the "Created" date for the order.
Scheduled: If the order is scheduled, that information will show up here.
Last Tech(s): If the order is scheduled, the techs assigned to this appointment will show up here.
Print: The date that will appear on the order page, you can make this the day the work was done, or when the order was created.
Balance Due: The total balance due on the order.
When viewing an existing order from the Order Details Page, you will see a menu bar across the top for quick access to key actions.
From this menu bar you can:
Save: Save any changes you've made. Also use the dropdown arrow to "Save & Close" and "Save & New" to start a new order.
Copy: Make a duplicate copy of this order.
SM Standard: Generate a pdf of the work order to download or print.
Email: Open up the Email Editor to send an email to this account.
Text: Open up the Send Text window to send a text to this account.
Schedule: Open up the schedule and add this account to "On Deck".
Tip: Add a tip amount and description to the order.
+ Payment: Add a new payment to this order and save.
+ Opportunity: Add a new order opportunity to this account and save.
Complete: Open up the Completion Wizard to complete an order.
Void Order: Open up a window to either void the order and cancel its pending jobs, or delete the order and all its jobs. If the button appears gray in color, it means that a payment was applied, and you can no longer void/delete the order.
