Quotes & Orders
Create, manage, and fulfil sales from quote to invoice.
21 articles
3 Ways To Create A QuoteThere are 3 starting points to create a quote, lets learn about them!
My Quotes GuideThis is a guide to the My Quotes page
My OrdersStay on top of every sale with powerful filters, custom views, and real-time order tracking
Loaners GuideA Guide on How to Create a Loan Order in Appliance.io
Add-on Installs/Warranties/Haul Away GuideThis guide will cover how to add on installs/warranties/haul away to a quote or an order.
Seamless PaymentsTypes of payments you can use in AIO
InvoicingHow to send invoices, how your customers view invoices and how to do Bulk Invoicing for Contractors or Builders
How to Change a Product/Model on an OrderA Guide on How to Change a Model on an Order in Appliance.io
Reserving/Requesting Inventory on OrdersFind Out How To Reserve Or Request Inventory On Orders In Appliance.io
How to Complete a Pick Up Order
How to Schedule Delivery on an OrderThis is a guide to Scheduling delivery on an Order in Appliance.io.
The Select Action Menu GuideThis guide will cover the select action menu that is present on orders.
Home Visits GuideSurveying existing spaces, sending techs out for various reasons.
How to Locate & Add to Your Delivery Photos!Find the pictures your driver took when he made the delivery. Add new photos to an order!
How to Create a QuoteCreate, customize, and finalize customer quotes — all in one place
Resolving the warning "This Zip Code has not been set up for delivery"If you have an order with a delivery zip code outside what you have specified in your settings, this is how we resolve it!
How to Add a Protection Plan to Your Quote or OrderA Guide on Adding a Protection Plan to an Order
Returns GuideA guide on how to return payments
Understanding Order Status & ProcessLearn how to read the Order Screen and easily tell what's happening with it
How to Manually Complete a Delivery on the Platform
How to Swap Out an Item on a Paid OrderA Guide on How to Swap a Wrong Ordered Item