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Create a new order

Learn how to initiate a new order using templates or bulk upload in Installer.com.

Updated this week

You can create new orders in Installer.com to manage various tasks for your customers. This guide will walk you through the process of initiating a new order.

Create a new order

  1. Click Orders in the left navigation sidebar.

  2. On the Orders page, click Create order in the top right corner.

  3. The 'Create order' modal appears. Here you can choose how to create your order:

    • Select Create order using own templates to use a predefined template (this option is selected by default).

    • Select Bulk upload using CSV to upload multiple orders from a CSV file.

  4. If you selected Create order using own templates, choose a template from the Select webform to use dropdown. The default selection is 'webform'.

Need help? Contact Installer.com support.

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