Adding a new order for your client

If you want to add a new order for a client you can follow these easy steps:

1

The first step is to click Clients Step 1 image

2

Once you've found your client, click on the 3 dots to the right. 

**If this is a new client, click the + sign in the top right to add the Client account first** Step 2 image

3

Click Add an order Step 3 image

4

Click Standard order or Custom Order  Step 4 image

5

Select the service(s) you would like to add Step 5 image

6

Select the service(s)  Step 6 image

7

Type in the Property's address Step 7 image

8

Select the address from the dropdown and click Next Step 8 image

9

Select the appointment date Step 9 image

10

Click the arrow to the right Step 10 image

11

Scroll down and click Assign Step 11 image

12

Check the boxes for any additional services Step 12 image

13

Click Next Step 13 image

14

Check the desired options  Step 14 image

15

Scroll down and click Next Step 15 image

16

Choose how you want to pay for the services and click Confirm and Pay Step 16 image

Here's an interactive tutorial for the visual learners

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