Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
The Order Page
The buttons, tabs, invoice, tags, notes, assignment and history on an order.
Each order has its own page with everything about it: the client, the invoice, the work to do, the conversation and what happened so far.
Overview
This guide walks through the order page from the buttons at the top to the tabs and cards below.
Who Can Access
The Top of the Page
The order number, status and service, with buttons to Follow the order, Edit it, Change Status and assign people. The assign button reads Anyone until someone is assigned. Below them is a notes box that only your team sees.
The ⋮ menu has the rest: add a task, edit project data, update or create the invoice, create an order or ticket for the same client, duplicate or delete the order.
The Tabs
Drive folder next to the tabs links the Google Drive folder you deliver in. See Share Files with Google Drive.
Invoice
The Invoice card shows the invoice number, status, dates, payment method and lines. View Invoice opens it, and Update Invoice changes it. If there is none yet, click Create Invoice.
Tags and Notes
Type in Search or add tag to add a tag; a new one is saved for the whole workspace. Tags are shown to the client in their portal, so keep them client-friendly. Use Notes for anything internal.
Assigning and Following
- Assign team members and remote members with the assign button or Manage under Assigned Team. They get a notification. With nobody assigned, anyone who can see the order can work on it.
- Follow marks the order with a star for your whole workspace, so it stands out in lists. It doesn’t send notifications.
History
The Order History card lists what happened and who did it: the order being created, status changes, messages, notes and tags. Open full history shows every entry.
