From the Orders tab of the dashboard, click "New Order" in the top right corner.

Click into the "CONTRACTOR" field and enter the name of the contractor.

Click into the "PROJECT" field and enter the name of the project **if needed**

Billing on products varies for different pumping companies, but in this example the boom pump is charged by hours on site and yards poured

Note! There is a wide variety of units of measure we can charge your products by, just let us know and we'd be happy to customize to your liking and charge by either two units of measure as shown above or one

Select the date you wish to delivery the product on.

Select the time of the day the delivery is taking place.

Click the checkboxes next to any relevant options to add them to the order.

OPTIONS
OPTIONS Q-TY
PRICE
SET CUSTOM PRICE
Additional Steel Line/Hose (per ft)
fixed
fixed
Extra Man (Helper)
per unit
per unit
Washout Bag
fixed
fixed

Enter any relevant fees to the order by clicking the 'Add Fee' button shown below

Select Fees
The fee is charged per quantity
FEE
Fuel Surcharge
PRICE
Fixed
SET CUSTOM PRICE
Fixed
DESCRIPTION
FEE
Pump Priming Fee
PRICE
Fixed
SET CUSTOM PRICE
Fixed
DESCRIPTION
FEE
Travel Time
PRICE
per Load
SET CUSTOM PRICE
per Load
DESCRIPTION
Add Fee

Any taxes placed on the order will show under the 'Taxes' section

Taxes
The fee is fixed depending on the region
TAX
HST 13% (_HST 13%)
PERCENT
%
ZERO OUT

 Click into the "ADD NOTE FOR MANAGER" field to add any necessary notes to the order

Set the payment method.

Add methods of payment in the "Pay by" field, or click "Add a payment method later" to leave the payment method blank for now.

Select Payment Method
Pay by

No payment method

Please add a new one

Add a payment method later
Use this option if your customer doesn't have payment details ready or you are receiving payment in person.



Under the 'Enter Additional Info' section shown below, enter any relevant information (order status, PO number, Pump Size Flexibility, ect.)

The order summary will populate at the bottom of the page

Order summary
ORDER DETAILS
22 Mar, 2024 10:00am
Guest User - Guest Brokrete
501 Yonge Street, Toronto, ON M4Y 0G8, Canada
PRODUCT
47 Meter Z-Fold Boom
TAX
$250.00/hr
$4.00/yd
5
30
$1,250.00
$120.00
SELECT FEES
Fuel Surcharge
TAX
$147.60
Pump Priming Fee
TAX
$225.00
Travel Time
TAX
$250.00
OTHER TAXES AND FEES
HST 13%
$259.04
TOTAL:
$2,251.64

Click "Add Order" at the bottom of the page to finalize the order entry!

How To Create A New Pumping Order Through The Dashboard