Master how to view and filter orders in the Keystone Order Listing Screen for easier management and tracking of business operations. Mastering these features helps you quickly find and manage orders, enhancing your workflow.
To view and manage your orders in Keystone, click on Orders in the blue ribbon at the top of your screen.
The Order Listing screen will display all submitted orders by default. To filter your view, click the hamburger icon on the left side to access filter options.
You can filter by time frame, selecting options like last week, this week, or a custom date range. Additionally, you can filter to show flagged orders or by schedule status (completed, scheduled, or lead).
To view orders assigned to specific team members, set that option within the filter settings. You can also filter for orders imported from other scheduling software.
Use Smart Filters to create custom views. For example, you can filter to show only scheduled orders where the agreement has not been signed by selecting the appropriate criteria.
To access order details, click on the details icon on the left side of your order listing.
This will open a summary on the right, where you can confirm information, see the activity panel, add notes, or resend emails.
The columns in the order listing include:
- Order Number: Unique identifier for each inspection.
- Date: Indicates the date of service; multiple appointment times will be displayed.
- Address & Services: Overview of the inspection details.
- Team Members: Personnel assigned to the order.
- Status: Displays if the order is scheduled, in draft, or completed.
- On the far right, you will find the Issues section, where any smart warnings will be noted. Click on the warnings to see what information is still needed.
For additional guidance, refer to the help documents or reach out to the Keystone support team.