Orders

Articles

• Archive a completed order
• Reassign an order
• Create a new webform
• Update multiple orders with bulk actions
• You can cancel an order that is no longer needed or cannot be completed, ensuring your order list remains accurate. **Note that order cancellation permissions are now explicitly tied to your
• Filter and search orders
• Create a new job for a partner
• Share an order creation link
• Resend client invitations in bulk
• Use AI to parse order details
• Access Order Rating Notification Settings
• Use Quick Actions on Orders
• Generate order webform QR code
• Accept a job from a partner
• Reject a partner job
• Forward an order
• Customize and save table views
• Customize your order page layout
• View an order's workflow
• Manage notes on orders