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Overview

Track order progress in real-time from submission through activation. Keep customers informed and address issues proactively.

Viewing Orders

Via Dashboard

  1. Navigate to Orders in the sidebar
  2. View all orders with current status
  3. Filter by status, date, or customer
  4. 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:
At scheduling:
At completion:
Relay these updates to your customers!

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

  1. Check order status in dashboard
  2. Contact provider support if still pending
  3. Update customer: “Checking on your order status, will update shortly”
  4. Follow up daily until resolved

If Installation Delayed

  1. Check provider notes for explanation
  2. Contact provider for updated timeline
  3. Inform customer immediately
  4. 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

Review new status updates every morning. Respond to changes promptly.
Update customers before they ask. Share provider notes as soon as you receive them.
Store account numbers, confirmation codes, and technician info for customer reference.
Contact customers 1-2 days after installation to ensure satisfaction.
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