Start a new job
From All orders
Go to Orders → All orders.
Click New Order in the page header.
Fill the form → Save.
From Quotes
Go to Orders → Quotes.
Click New quote.
Same form — useful when you already know you’ll send a commercial offer.
From the Dashboard
If your dashboard shows an orders shortcut, open New there; it uses the same new-order experience (often in a side sheet).
What to fill in (plain language)
Work top to bottom on the form:
Customer — pick an existing customer (or create one first under Customers). Without a good contact email they can’t get portal invite / quote / proof emails cleanly.
Ship-to / addresses — where goods go.
Line items — product description, quantities, decoration method (screen print, embroidery, …), pricing if your role can see/edit money.
Priority — Normal for everyday jobs; High or Urgent for rush (shows on lists and queues).
Ship date / due-related dates — drives schedule warnings and queue sorting.
Notes — anything sales or floor must remember. In Production / Internal notes, type
@to tag a teammate (they are notified when you Save).Assignees — who owns this job (optional but helps alerts).
Save. The job usually starts as a Draft.
Draft vs jumping into a quote
You want… | Do this |
|---|---|
Keep working internally first | Leave it as Draft. Open it later to convert. |
Send the customer an offer now | On the order, use Convert to quote, then Send quote (next chapter). |
There is no Clone / Duplicate button today. For a similar job, create a new order and reuse the customer.
Hitting a “limit” message
Free and Starter plans cap how many orders (and sent quotes) you can create per month. If Save is blocked, upgrade under Billing or wait until next month — Billing.
After Save
You’re on the order page. From here you typically:
Keep editing with Edit, or
Convert to quote → Send quote, or
Submit for review → someone with Approve rights continues.
Work down the order tabs from left to right when you can — quote and proof before production and ship usually avoids rework.