Use the order details page to maintain the complete customer and commercial record.
Find and open the order
Open Orders.
Use quick search, status and date filters, columns, sorting, or a saved view.
Select an order row.
Update the order
Select the title beside the order number to rename the order.
Use Choose customer to add the customer when it is missing.
Review the status bar and payment badge.
Add or open jobs in the job section.
Add products and services under order lines.
Review payments, notes, time tracking, and timeline.
Update customer, address, project, department, attachments, and crew reports in the right column.
Changes made inside editable cards are saved through their own controls.
Use order actions
The available buttons depend on the order status. Other actions can include creating a job or job plan, creating an invoice or invoice schedule, creating a quote, sending an order confirmation, archiving, closing, cancelling, or deleting.
Check the selected action carefully. Cancelling, deleting, and moving information can affect later work and invoicing.