The Select Action Menu Guide

The Select Action Menu in Appliance.io gives you quick access to everything you need to manage an order efficiently, from printing documents and emailing customers to creating quotes, scheduling visits, and processing returns.
It’s designed to simplify your workflow, keep all order-related actions in one place, and help your team move faster with fewer clicks.

To get started, open any order from the My Orders page.
Once the order is open, look at the top-right corner, right next to the Archive button, and you’ll see the Select Action Menu.

Turn this on to display an itemized breakdown of the customer’s order.
This is perfect for transparency, accounting, or anytime you need to show detailed line items.

Generate order documents in the format you need.
You’ll see four print styles:

Clicking any option will instantly generate a printable file.

Send the invoice directly to a customer, team member, or anyone who needs it.

Inside the Email window, you can:

This makes it easy to tailor what information gets shared.

Similar to Print, the Download button lets you save order documents in multiple formats:

Perfect for saving to your computer or attaching manually to emails.

The Changelog provides a complete timeline of updates made to the order, including:

This is especially useful for support teams, managers, and tracking customer requests over time.

Schedule and manage customer visit types right from the order.

Available Home Visit types include:

Each visit type captures relevant details like dates, descriptions, model numbers, and more. For a full walkthrough of the Home Visit tool, check out our dedicated article here.

Need to apply a travel-related fee? Simply enter the Trip Charge amount and click Save. The charge will automatically be added to the order total. No manual calculations needed.

Instantly duplicate the current order or quote into a new quote.

Choose the location, then decide whether the new quote is for:

This is great for customers comparing options or updating large orders.

Quickly open a blank new quote for the customer connected to the order.
Perfect for upsells, additional appliance needs, or new project phases.

Begin the return process for items in the order. This option is typically available only to managers or users with return permissions.

For a deeper guide on returns, be sure to check out our full Return Process article.

That’s a complete overview of the Select Action Menu in Appliance.io!
From printing and emailing to managing quotes, visits, charges, and returns, you have everything you need to handle orders smoothly and professionally.

Mastering these tools helps you work faster, stay organized, and deliver a seamless experience to your customers every time.