The order page
A tour of the order page: the header buttons, the status bar, the Overview, Spec, Suppliers, Files and Activity tabs, and how to edit or delete an order.
Everything about one job lives on its order page. This tour shows what each part is for, so you know where to click.
To open an order, click it in the Orders list, click open on its Board card, or click it on the client's page.
The header
At the top you see the order title, its number (for example #388450), and the client's name and address. Click the client's name to open their page.
On the right are three buttons:
| Button | What it does |
|---|---|
| Ask Aida | Opens Aida, the assistant that updates the order from a plain-language note. See Aida, your order assistant |
| Send for approval (2) | Takes you to the Client approval box on the Files tab. It does not send anything by itself. See Send a quote for client approval |
| ⋯ | More actions: + Add-on order and Delete order |
The status bar
Under the header is a bar with all eight statuses (1). Click one to change the order's status. It saves straight away. See Order statuses and the Board.
The tabs
Overview
Your summary of the job.
- Job financials (admins only): income, expenses, profit, margin and what you still owe suppliers. See Profit, payments and finance.
- Suppliers: a short table of each supplier, delivery date, cost, paid and balance. Click View all → for the full list.
- Tasks: the job's to-do list (see below).
- Details: client and phone, designer, installer, installation date, next delivery and invoice number.
- Milestones: chips for 2020, Renderings, Quote and Down Payment. Click a chip to tick or untick it. It saves straight away.
- Spec at a glance: a few key cabinet spec items. Click View full spec → for the rest.
Spec
All of the order's fields, in the same sections as the order form. This is where you edit the order.
Pick the section
Find the card for the section you want to change, for example Cabinet Spec.
Edit and save
Click Edit on that card, change the fields, then click Save. Click Cancel to leave without saving.
Empty fields are tucked away to keep the page short. Click the + N more (empty) link on a card to show them, and Hide empty to tuck them away again. The order title and status are in the Job card.
Suppliers
Every supplier on the job, with order numbers, delivery dates, costs and payments. The tab shows how many there are, for example Suppliers (4). See Multiple suppliers on one order.
Files
- Client approval: send the client a quote to approve online.
- Google review: the review request for this order, if review requests are set up for your account.
- Photos and Invoices: click + Upload to add a file, one at a time. Click a file to open it. To delete one, hover over it, click the ✕ and confirm.
Files are private to your company.
Activity
A list of the changes made with Aida on this order, with an Undo link for each one. If nothing has been changed with Aida yet, it says so.
Tasks on the order
The Tasks card is a simple checklist for the job.
Type in Add a task…, pick who it's for, and click Add. Tick the box when it's done. Tasks assigned to someone appear on their Dashboard under My Tasks. See Tasks.
Delete an order
Click ⋯, then Delete order, and confirm.
Good to know
- Anyone on your team can edit and delete orders. Only admins see Job financials.
- On a phone, the ⋯ menu opens from the bottom of the screen.
- The Current Tasks (free text) field (in Notes & Links) is a free-text note, separate from the Tasks checklist.