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