Cents

Add staff facing notes to an order from the Orders tab, using the note tags configured in Account Settings.

How to Add and View Internal Order Notes

Create tags in account settings so order notes can be organized, searched, and filtered.

How to Add Tags to Order Notes

Set custom turnaround times for each service category, and for individual services, per location in the Business Manager. Control when processing starts, set cutoffs, and keep customer due dates accurate.

How to Create a Turnaround Time by Service

Update a delivery order's status right from the Business Manager. Mark a pickup as Ready for Intake or mark a delivery as Complete without waiting on the driver app.

How to Change the Status of a Delivery Order

Turn on color, material, and brand options under Categories in Products & Services, then apply them to order line items.

How to Edit Color, Material, and Brand of an Order

Change details on an active order from the Orders tab, where editable fields depend on the order's current stage.

How to Edit Orders in the Business Manager

Create a pickup and delivery order for a customer directly in the Business Manager, handy for phone orders or when you're helping a customer set one up.

How to Place a New Order on Behalf of a Customer

When a customer needs to change a pickup and delivery order after it's placed, you can update it for them in the Business Manager: reschedule the pickup or delivery time,…

How to Reschedule or Update an Existing Order

Move a completed order back to active from the Business Manager or Employee App, except product orders and orders already return delivered.

How to Revert a Completed Order Back to Active

Take a deep dive into order management through Cents.

Understanding Order Details and the Timeline (Video)

Euri

Jessie Guerra

Misael

Create, edit, reschedule, and track orders from the Business Manager.

Orders

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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