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Complete Order Flow

Submission → Provider Review → Acceptance → Scheduling →
Installation → Activation → Payment

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Stage-by-Stage Breakdown

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1. Order Submission

Your action: Submit order with customer details Status: pending Duration: Instant What happens: Order validated and created in system

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2. Provider Review

Provider action: Review order and check serviceability Status: submitted_to_provider Duration: 0-48 hours (usually within 24 hours) What happens:
  • Provider verifies address
  • Checks service availability
  • Confirms capacity

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3. Acceptance or Rejection

Provider action: Accept or reject with reason Status: accepted or rejected Duration: Immediate after review What happens:
  • If accepted: Proceeds to scheduling
  • If rejected: Order ends, provider gives reason

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4. Customer Contact & Scheduling

Provider action: Contact customer to schedule Status: scheduled Duration: 1-3 days after acceptance What happens:
  • Provider calls/emails customer
  • Installation date/time confirmed
  • Appointment details finalized
Typical installation windows: 5-10 days from acceptance, depending on service type and provider capacity.

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5. Installation & Activation

Provider action: Send technician, install service Status: in_progress → completed or active Duration: 1-4 hours on-site What happens:
  • Technician arrives
  • Installs equipment
  • Activates service
  • Tests functionality
  • Customer signs off

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6. Service Active

Status: active What happens:
  • Service is live
  • Customer can use service
  • Provider creates account
  • Billing begins

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7. Commission Payment

Your reward: Earn commission Timing: Varies by provider What happens:
  • Commission credited to your account
  • Paid according to payment schedule (usually monthly)
  • Recurring commissions (if applicable)

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Typical Timelines

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Fast Track (3-7 days)

Services with no installation:
  • Insurance policies
  • Some energy plans
  • Instant activation services
Day 0: Submit order
Day 1: Accepted and activated
Day 2: Commission earned

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Standard Track (7-14 days)

Most services:
  • Internet
  • TV
  • Security systems
Day 0: Submit order
Day 1: Provider accepts
Day 3: Installation scheduled
Day 10: Installation completed
Day 11: Commission earned

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Extended Track (14-30 days)

Complex installations:
  • Business services
  • Multi-unit properties
  • Custom solutions
Day 0: Submit order
Day 2: Provider accepts
Day 5: Site survey scheduled
Day 10: Installation scheduled
Day 20: Installation completed
Day 21: Commission earned

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Status Updates You’ll Receive

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Automatic Notifications

You’ll be notified when:
  • Order accepted
  • Order rejected
  • Installation scheduled
  • Installation completed
  • Order cancelled

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Provider Notes

At each stage, providers may include:
  • Next steps
  • Timeline estimates
  • Customer contact info
  • Account details
  • Special instructions

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What Can Go Wrong

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Common Issues

Address problems:
  • Invalid address
  • Missing unit number
  • Outside service area
Customer issues:
  • Can’t reach customer
  • Customer not home for installation
  • Customer cancels
Technical problems:
  • Equipment not available
  • Installation complications
  • Service interruptions

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How to Respond

Contact customer, explain reason, offer alternatives
Update customer immediately, get new timeline from provider
Verify contact info, try alternate methods, update provider
Work with provider to reschedule or resolve technical issues

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Lifecycle by Service Type

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Internet / TV

Submit → Accepted (24h) → Scheduled (3-5 days) →
Installed (7-10 days) → Active

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Security

Submit → Accepted (24h) → Site Survey (5-7 days) →
Scheduled (7-10 days) → Installed (10-14 days) → Active

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Energy

Submit → Accepted (24h) → Account Setup (3-5 days) → Active
(Often no installation required)

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Insurance

Submit → Underwriting (1-3 days) → Approved → Active
(Instant activation after approval)

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Tracking Multiple Orders

When managing many orders: By status:
  • Pending: Need to monitor for acceptance
  • Scheduled: Remind customers of appointments
  • In Progress: Available for customer questions
  • Completed: Follow up for satisfaction
By timeline:
  • This week: Orders installing soon
  • Next week: Upcoming installations
  • Overdue: Orders taking longer than expected

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Best Practices

Tell customers typical timelines for their service type. Under-promise, over-deliver.
Update them before they ask. Proactive communication builds trust.
If an order is delayed beyond reasonable timelines, contact provider support.
Monitor how long each stage typically takes. Identify outliers.

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Next Steps

Tracking Orders

How to monitor orders

Cancellations

Canceling orders