NavBar - Orders

My Orders

How to Create an Estimate for a Client

 

• From the home page select “My purchase orders” to the left of the page
• Select “+Add Order”
• Enter the client information—make sure you enter the e-mail address
• If the technician generated the sale you can select the “Tech lead generated order” box
• Select the “Engineering analysis” tab
• Enter the information that appears
• You can upload site photos
• Select “Equipment & Task”
• Select “+Add item”
• Add all the necessary items
• You can delete items if you want
• You can change the quantity of the item
• You can price out multiple selections by selecting Option 1,2, or 3
• When you figure out the option you want select “Select option”
• Select View outputs page
• Save the signature at the bottom
• Print or e-mail the page
• Select the install task sheet tab and e-mail or print that page
• Select “Submit”
• Submit the order
• You can change the payment status of the order

1. Enter Data

Order Estimate

Units

Here is where we add equipment we want to track from a hoeowner. Even if you didnt install the system you still add it in. The date must be put in to closest year month day does not matter on equipment you did not install.

In the order

• 1. Enter Data
• Units
• + Add Unit
• Fill in all information
• Add Unit

Once this item is entered you can now add pictures to the unit (picture of the system, extra items filters)

 

Challenges

Everytime you add a new peice of equipment you must select a date to add the item.

The Call/Job /Order must be open to add equimpement.