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 {menu:service-types|5FaXaZg8aB} to define the types of work employees or contractors perform for customers.
- Refine these further at {menu:service-subtypes|zlbTUHlBwl} where you can add subdivisions under a parent work type.
- Define worker roles such as Engineer, Technician, or Cleaner at {menu:service-classes|3vHe4UGw2m}. Assign these roles to employees in {menu:employees|ul9m6M1awe}.
- Once Service Types and Classes are set, configure billing by going to {menu:service-labor-rates|cY8v5LUpcD}. Rates are applied automatically when logging time on Service Orders.
- Create and manage Service Statuses at {menu:service-status-options|4ApxImpMkf}. Use the Service Status filter in {menu:orders|yNu4J2QlXo} to quickly find orders by status.
Order Numbering
- To set a starting order number, visit {menu:set-next-order-number|37QiQpEJWp}.
- For more control, such as prefixes or custom formats, enable the Custom Order Numbering Schemes add-on in {menu:add-ons|2XYMoRdGhS}. After logging out and back in, configure your scheme in {menu:custom-order-numbering|7JsYEIYKHQ}.
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).