Welcome to the TruSpace Demo

1. Access Your Orders:

• Go to the "Orders" tab.

• Choose either "Active Orders" or "All Orders" depending on the order's status.

2. Find the Specific Order:

• Use the search bar to locate your order by entering keywords like property address or order ID.

• Alternatively, scroll through the list to find it.

3. View Order Details:

• Click on the order to open its details page.

• Here you can see the current status, assigned personnel, important dates, and any communication history.

1. Open the Order Details:

• From the orders list, click on the order you want to assign.

2. Assign the Order:

• On the right-hand side, find the "Assign" button and click it.

3. Select a Team Member:

• Choose the appropriate team member from the dropdown list.

4. Confirm Assignment:

• Click "Assign" to finalize.

• The assigned person will receive an email notification.

1. Ensure Assignment:

• Make sure the order is assigned to you or the correct team member.

2. Start the Order:

• In the order details, click the "Start" button.

3. Confirm Start:

• A confirmation prompt may appear; click "Yes" to proceed.

• The order status will update to "Pending".

1. Access Order Details:

• Open the order you need to pause.

2. Pause the Order:

• Click on the "Pause" icon or change the status to "Paused" using the status dropdown.

3. Provide Reason (Optional):

• If desired, click "Communicate" to send a message explaining the pause.

• Enter your message and ensure "Email to Client" is checked if you want to notify them.

4. Confirm Pause:

• Click "Submit" to apply changes.

1. Open the Order:

• Go to the order's details page.

2. Initiate Communication:

• Click the "Communicate" button.

3. Compose Your Message:

• Type your message in the comments box.

• Attach any necessary files by clicking "Attach Files".

4. Set Visibility:

• To share with the client, make sure "Email to Client" is checked.

• If the message is internal, check the "Private" box.

5. Send Message:

• Click "Submit" to send your message.

• The client will receive an email if you chose to share it.

1. Access the Order:

• Navigate to the order that is ready to be completed.

2. Mark as Completed:

• Click the "Mark Completed" button.

3. Compose Completion Message:

• Add any final comments or attach files if needed.

• Ensure the completion email reflects all necessary information.

4. Notify the Client:

• Make sure "Email to Client" is checked to send the completion notification.

5. Finalize:

• Click "Send" to complete the order and notify the client.

1. Open the Order:

• Go to the order you wish to cancel.

2. Change Status to Cancelled:

• Click on the status dropdown and select "Cancelled".

• Alternatively, click "Communicate", set the status to "Cancelled", and provide a reason.

3. Notify the Client (Optional):

• If you want to inform the client, ensure "Email to Client" is checked when communicating.

4. Submit Cancellation:

• Click "Submit" to apply changes.

1. Open the Order:

• Access the order you want to remove.

2. Initiate Removal:

• Click the "Remove Order" button on the right side.

3. Choose an Option:

• Remove: Permanently deletes the order.

• Merge: Combines this order with another existing one.

4. Confirm Removal:

• Follow the prompts to complete the action.

• Be cautious, as removing an order is irreversible.