Requests and orders
Requests brings together incoming and ongoing orders. Choose Services, Rentals, Stints, or Menus, then use Requested, Active, Completed, or Cancelled to focus on the relevant stage.
Review and assign work
- Select the correct order type and status.
- Search or use filters to find an order. For services, use Everyone, Assigned to me, or Unassigned when coordinating responsibility.
- Open the order and review its customer, answers, timing, and related records.
- Assign responsibility and use only the status or action controls appropriate to that order.
- Confirm the change and communicate the actual next step to the customer.
Form and list views provide different ways to review orders. If you use bulk actions, check the selected orders and the action before confirming it. Menu orders have their own refresh and fulfillment controls.