Orders

What Are Orders?

An order is one job for a customer, from the first call to the final payment. For a remodeling company...

How Do I Manage Order Payments?

Each order keeps its total sale and every payment the customer made, so you always know how much is still...

How Do Order Reminders Work?

A reminder date tells you when to follow up on an order, like calling a customer a few days after...

How Do I Download Order Files?

The Files tab of an order keeps the documents for the job, like plans, photos and contracts, so your whole...

What Are User Order Associations?

User associations connect your employees to the orders they work on, like the salesperson who sold the job and the...

What Is The Order Status Sold Ratio?

The sold ratio is the share of your orders that were sold, as a percentage. You choose which order statuses...

Can Invoice Items Be Associated With Orders?

Yes. Invoice items are the materials and labor you sell, each with a SKU number, a title and a price...