Getting Started with Admin -> Orders

Getting Started with Admin -> Orders

Learn how to configure order settings and set up Service Orders to fit your business process.

Set up Service Orders

  • Start by visiting Admin -> Orders -> Service Types to define the types of work employees or contractors perform for customers.
  • Refine these further at Admin -> Orders -> Service Subtypes where you can add subdivisions under a parent work type.
  • Define worker roles such as Engineer, Technician, or Cleaner at Admin -> Orders -> Service Classes for Service Classes. Assign these roles to employees in Payroll -> Employees.
  • Once Service Types and Classes are set, configure billing by going to Admin -> Orders -> Service Labor Rates. Rates are applied automatically when logging time on Service Orders.
  • Create and manage Service Statuses at Admin -> Orders -> Service Status Options. Use the Service Status filter in Income -> Orders to quickly find orders by status.

Order Numbering

  • To set a starting order number, visit Admin -> Orders -> Set Next Order Number.
  • For more control, such as prefixes or custom formats, enable the Custom Order Numbering Schemes add-on in Tools -> System -> Add-ons. After logging out and back in, configure your scheme in Admin -> Orders -> Custom Order Numbering.

Tips

Keep it organized: Setting clear Service Types and Classes up front will save time later when assigning work and billing customers.
Numbering schemes: Consider using prefixes if you manage multiple order streams (e.g., SO-1001 for Service Orders, FO-2001 for Fulfillment Orders).