Overview
Track order progress in real-time from submission through activation. Keep customers informed and address issues proactively.Viewing Orders
Via Dashboard
- Navigate to Orders in the sidebar
- View all orders with current status
- Filter by status, date, or customer
- Click an order for full details and history
Via API
Order Status Meanings
Active States
pending - Just submitted, awaiting provider review
submitted_to_provider - Sent to provider, awaiting acceptance
accepted - Provider confirmed they can fulfill, will schedule
scheduled - Installation/activation date set
in_progress - Installation happening now
completed - Installation finished
active - Service live and operational
Inactive States
rejected - Provider cannot fulfill
cancelled - Order cancelled by you or customer
failed - Installation attempted but failed
Order Timeline
View complete history:Provider Notes
Providers include helpful updates: At acceptance:Communicating with Customers
At Submission
“I’ve submitted your order for [Service Name]. The provider will review and contact you within 24-48 hours to schedule installation.”After Acceptance
“Good news! [Provider] accepted your order and will call you today or tomorrow to schedule installation.”After Scheduling
“Your installation is scheduled for [Date], [Time Window]. The technician will call 30 minutes before arrival. Here’s the confirmation: [Details]“After Completion
“Your service is now active! Account #[Number]. Contact [Provider] at [Phone] if you have any questions.”Monitoring Multiple Orders
Dashboard Views
- All Orders: Complete order history
- Pending: Awaiting provider response
- In Progress: Currently being fulfilled
- Completed: Successfully activated
Setting Up Alerts
Get notified when:- Order accepted by provider
- Order rejected (investigate and contact customer)
- Installation scheduled (share details with customer)
- Order completed (confirm customer satisfaction)
Handling Delays
If No Response After 48 Hours
- Check order status in dashboard
- Contact provider support if still pending
- Update customer: “Checking on your order status, will update shortly”
- Follow up daily until resolved
If Installation Delayed
- Check provider notes for explanation
- Contact provider for updated timeline
- Inform customer immediately
- Offer alternatives if significant delay
Order Metrics
Track your performance:Volume Metrics
- Total orders submitted
- Orders per week/month
- Growth trends
Quality Metrics
- Acceptance rate (target: >85%)
- Cancellation rate (target: <10%)
- Time to completion (average days)
Revenue Metrics
- Commission earned
- Average order value
- Repeat customer rate
Best Practices
Check orders daily
Check orders daily
Review new status updates every morning. Respond to changes promptly.
Proactive communication
Proactive communication
Update customers before they ask. Share provider notes as soon as you receive them.
Save confirmation details
Save confirmation details
Store account numbers, confirmation codes, and technician info for customer reference.
Follow up after activation
Follow up after activation
Contact customers 1-2 days after installation to ensure satisfaction.
Track problem orders
Track problem orders
Note any issues or delays. Use patterns to improve future orders.
Next Steps
Order Lifecycle
Understanding order progression
Cancellations
How to cancel orders
Webhooks
Automate order tracking
API Reference
Complete API documentation