Use Quick Actions on Orders
Last updated: May 11, 2026
You can quickly contact customers or retrieve their contact information using quick actions available in the order list.
Use quick actions
- Navigate to Orders in the sidebar.
- Locate the desired order in the order list table.
- Access the quick actions menu for that order.
- To email the customer, select the option to Email Customer.
- Your default email client will open with the customer's email address pre-filled.
- To copy the customer's phone number, select the option to Copy Phone Number.
- The customer's phone number is copied to your clipboard.
Need help? Contact Installer.com support.