To edit an existing order on your XSite...
- From your XSite's Order Manager, double-click any order in the list to
access details and make changes to it.
- At the top of the Order Details pane are a number of
options for working with your orders. Click any of the options to
manager your order. Options are:
- Status - Depending on what the current status of the
order is, you have different options when you click this button. For
example, if an inspection hasn't been scheduled, it defaults to that status
item.
- Edit - Edit the original order form.
- Message - Sends the client an e-mail and logs the
communication permanently with the order.
- Attach - Upload documents or use the DirectFax feature
that digitizes things you fax to your website.
- Print - Generate a hard copy of the order details.
- Billing - This allows you to generate invoices from the
information contained in your XSite order. In addition, you can also
use this to quickly take credit card payments for the active order.
- Delete - This naturally takes an order out of your
active list. You may want to use Delete on test and
sample orders so they don't affect your statistics and
reporting.
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Note: Several of the above actions result in
communication being sent to your client. That's the point of
managing orders online - keeping your client informed proactively and
saving everyone the time and hassle of repeated phone calls for
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