Create an order to collect customer, pricing, invoicing, and job information in one place.
Start the order
Open Orders from the left navigation.
Select Add New Order.
Select Single.
Select a job template when you want its standard job content, or leave every template unselected.
Select Create or Create without template.
Between opens the new order.
Complete the order
Select Choose customer and choose the customer, service recipient, and contact information.
Select the order title to give the order a recognizable name.
Add or edit jobs under the job section.
Add products or services under the order lines.
Add the address, project, department, notes, or attachments that apply.
Review the order and confirm it when it is ready.
If the customer does not exist, add the customer first.