Add Service Requests as a New Order

Tip: Adding as Requests is helpful in many ways:
Clients know services are not yet confirmed, indicated by Requested in the Client Portal.
You can email staff to see if they can accept the requests.
Requests show in Scheduler with other Service Requests for easy management and follow-up.
Clients receive the automated email when the services are scheduled.

How Do I Add a Service Request as a New Order?

Step 1

• Click "Add."

Step 2

• Select Service Date.
• Select Service Item.
• Click "Add." 

Step 3

• Check the box in the column heading to "select all" or select items individually.
• Click “Assign Order.”

Step 4

• Select an existing order or "New Order" from the order drop down label.
• Add an appropriate order label and click on "Assign".

Tip: You can control how your existing or new service order options are displayed in the order drop down list. Change this setting in Admin > Settings > Service Requests > Assign to Order Drop Down Default

Step 5

• To schedule the requests, click the Order Name under "Orders with assigned requests".

Step 6

• Check the box in the column heading to "select all" or select items individual service requests.
• Click "Add to Schedule".

• Navigate back to the "Clients Orders & Invoices" Page.
• The Service has now been added under the Order Label and has been added to their schedule.