Orders

How an order moves from intake to completion, what each status means, and how to follow one.

• Accept an order from a partner
• Create a new webform
• Create an order for a partner
• Customize and save table views
• Customize your order page layout
• Decline an order from a partner
• Edit order address and contact details
• Filter and search orders
• Find completed and cancelled orders
• Following an orderWhere to look to see what is happening on an order.
• Forward an order
• Generate a QR code for a webform
• How an order moves through the platformHow an order moves from intake to done.
• Manage chats from the order list
• Manage notes on orders
• Order statusesIn Progress, Completed and Cancelled, and what each one means.
• Reassign an order
• Resend client invitations in bulk
• Set up order rating requests
• Share an order creation link
• Update multiple orders with bulk actions
• Use AI to parse order details
• Use quick actions in the order list
• View an order's activity log
• View an order's workflow