Before you begin
- Create at least one service.
- Prepare at least one planning team member.
- Have the customer’s contact and property address ready.
- Connect accounting first if completing the order should create an invoice.
1
Start a new order
Open Orders and select Create order. Choose an existing customer, or create the customer first and continue to the order.
2
Select the property
Choose the property where the work takes place. Confirm that the address and planning location are correct.
3
Add the work
Add one or more services. For each task, review its description, quantity, unit price, estimated duration, and whether the customer must be present.
4
Choose the target week
Select the week in which Planning should place the order. Add hard day, time, or team-member requirements only when the customer agreement requires them.
5
Review invoicing and notifications
Keep Use customer setting unless this visit needs a different invoicing outcome. Choose whether to send the available confirmation message.
6
Create and plan the order
Save the order, open Planning, and plan its target week. Confirm the assigned team member, time, and route.
7
Carry out the visit
Use Daily Program to start the visit, review notes and property information, and mark it complete.
8
Verify completion
Open the order and review its activity, notification outcome, invoice status, and payment status.
Understand order states
Learn why scheduling, work, invoice, and payment states change independently.