Step 1 of 6
Customer
Import the appointment and confirm the customer details.
Not saved
01
Customer and appointment
Import the booking or enter the customer details.
Manual booking paste
The importer preserves this as one complete address instead of trying to split the city or ZIP.
02
Windows and products
Configure one window at a time. Pricing updates automatically.
0 windows
Free Smart Hub included for four or more blinds, with Matter-compatible setup.
03
Project options
Project-wide upgrades and protection.
Use Applied on the qualifying first order. The discount covers the qualifying blind itself up to 48 inches wide plus its Light Blocker when selected. Solar charging, extra remotes, and warranties remain billable. Later orders automatically show Already Used.
03
Discounts and notes
Apply adjustments and record job details.
Previous-app order detected
This recalled order is ready to install but has no approval record from the current app.
Standard workflow
Send the order for customer approval
The customer receives a secure review and signature link. A copy is also saved with the order.
Approval & Cancellation
Standard orders stay blocked until the cancellation status is Expired and the initial payment is confirmed. Previous-app orders can be recorded as previously handled without sending a new approval email.
No customer payment is required
This complimentary order does not need an initial or final QuickBooks invoice. Keep the signed approval and the Google order record for your files.
The approval and cancellation workflow remains active by default. Do not bypass it automatically simply because the price is $0.
05
QuickBooks billing
Create invoices and keep payment status with the order.
Checking connection…
No invoice yet
Initial InvoiceNot created
PaymentNot paid
Final InvoiceNot created
QuickBooks automation will become active after the Intuit developer connection is added. The rest of the order app works normally.
06
Production, installation, and closeout
Prepare the supplier order, finish installation, complete billing, and close the order.
The live Order status control in the header—and in the mobile bottom bar—saves the selected status to the Google order record.
Complete this order
Use only after installation and final billing are finished. Completed orders remain searchable under the Completed filter.
Quote
Installation and final billing must be complete before this action is available.