Add-on orders
Track small follow-up jobs, like a replacement door or an extra pullout, as add-on orders linked to the original order.
On this page
An add-on order is a small follow-up job for a client you have already worked with: a replacement door, a damaged panel, an extra trash pullout. You can link it to the original order so the history stays together.
When to use an add-on
| Use an add-on order for | Use a new order for |
|---|---|
| A quick fix or small extra on a finished job | A new kitchen, bathroom or full project |
| Something you only need to track by status and a note | Anything with suppliers, costs, payments or files |
Add-ons are deliberately simple: a title, a status, a link to the original order, and notes.
Create an add-on from the order
This is the quickest way, because the original order is filled in for you.
Open the original order
Open the order the add-on belongs to.
Choose Add-on order
Click the round ⋯ button at the top right, then + Add-on order.
Fill in the add-on
Give it a Title, for example "Replace damaged cabinet door". Set the Status. The Original Order is already selected. Add any Notes.
Save
Click Create add-on.
Create an add-on from the Add-ons page
Open Add-ons
Click Add-ons in the left-hand menu, then + New Add-on.
Pick the client
Search for the client and click their row.
Fill in and save
Enter the Title and Status. Under Original Order, pick the order it relates to (optional). Add Notes and click Create add-on.
Find and update add-ons
The Add-ons page lists every add-on with its status, client and original order. Use the search box to find one by client, title or notes, and the All statuses filter to narrow the list. Click the original order link to jump to that order.
To change an add-on, click it, edit the fields and click Save changes. To remove it, click Delete add-on.
Good to know
- Add-ons get their own 6-digit number, separate from the original order's.
- They use the same eight statuses as orders, but they don't appear on the Board or the Calendar.
- Add-ons have no suppliers, prices, payments, tasks or files. If the job needs any of those, create a normal order instead.
- Marking an add-on Complete never sends a Google review request.