Orders · updated 2026-08-08
The "Create New Order" page starts with a three-way choice. Picking the right type changes which fields appear and what happens on submit.
In the app sidebar, click "Create New Order" (subtitle: "Delivery, Invoice or Estimate"). The page header reads "Create New Order" with "Choose what type of order you want to create."
"Create and dispatch a dumpster delivery." This books a unit from your inventory, requires delivery, pickup, and due dates plus a delivery address, and generates driver tasks.
"Issue an invoice without dispatching a truck." Date fields become "Service Date" and the address becomes "Service Address". An extra "Submit Landfill Info" section lets you attach the landfill receipt, net weight, overweight charges, and "Additional Fees". The order is created directly as completed.
"Send a quote without creating an order." The form slims down (no PO, due date, payment method, or customer note) and the submit button becomes "Send Estimate".
Click another type card at the top. The form crossfades to the new layout and keeps the fields both types share (customer, size, pricing, dates).
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