> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your first order

> Create, plan, carry out, and complete one customer visit.

An order represents one concrete customer visit. Your first order is the best way to verify the complete Sweeply workflow before adding recurring work.

## 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.

<Steps>
  <Step title="Start a new order">
    Open **Orders** and select **Create order**. Choose an existing customer, or create the customer first and continue to the order.
  </Step>

  <Step title="Select the property">
    Choose the property where the work takes place. Confirm that the address and planning location are correct.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review invoicing and notifications">
    Keep **Use customer setting** unless this visit needs a different invoicing outcome. Choose whether to send the available confirmation message.
  </Step>

  <Step title="Create and plan the order">
    Save the order, open **Planning**, and plan its target week. Confirm the assigned team member, time, and route.
  </Step>

  <Step title="Carry out the visit">
    Use **Daily Program** to start the visit, review notes and property information, and mark it complete.
  </Step>

  <Step title="Verify completion">
    Open the order and review its activity, notification outcome, invoice status, and payment status.
  </Step>
</Steps>

<Tip>
  Preferences are hard planning requirements. Leave them unrestricted when the customer has no firm day, time, or team-member requirement.
</Tip>

<Card title="Understand order states" icon="traffic-light" href="/orders/order-states">
  Learn why scheduling, work, invoice, and payment states change independently.
</Card>