Customer Portal - Create an Order
Last Modified on 05/13/2026 9:46 am PDT
Pathway: Customer Portal > [Create Order]
The Create Order feature in the Customer Portal allows customers to request a service that has not yet been scheduled.
Given specific account requirements have been met, users can quickly initiate and submit orders mirroring the action of Creating an On-Call Order provided to dispatchers and CSRs via the application. The only difference is that orders created via the portal can't be scheduled for the same day as the request is being made.
Criteria
The ability to Create an Order from the customer portal is accessible after the customer logs into their portal account, if the following criteria is met.
- A service already exists for the site.
- The Account Class for the customer's account has been configured to enable on call orders.
Screen Descriptions
The following fields apply to the Create Order screen.
| Screen Option |
Description |
Scheduled Date
|
The date the service is being requested for. By default, the date loaded is the next day.
|
PO Number
|
Optional PO Number to bind to this service order.
|
| Shipping Tracking ID |
Optional Shipping Tracking ID to associate this service order to.
|
| Service |
The type of service being requested. The options provided are based on
existing services for a site.
|
| Order Type |
Depending on the service selected, what is the specific work needed.
|
Quantity
|
How many of this type of service is being requested. By default this is set to 1.
|
| Order Note |
Optional information with respect to the service request.
|
Create an Order
After both criteria have been met, the green + icon will be displayed in the top right corner of the Recent Services area which, when selected, will initiate the Create Order process.
- Select the green + icon from the Recent Services area of Customer Portal home screen.
This will open the Create Order screen.
- Select the Schedule Date that the service is being requested for.
- Select the Service needed. This list is based on current services.
- Based on the Service selected, the Order Type list will be populated. Select the Order Type needed.
- Enter a Quantity if greater than 1.
- Enter a Note about the Service being requested. This is optional but it can prove helpful.
- Optional fields to enter, as needed:
- PO Number
- Shipping Tracking ID
- Click Save. When the order is created, a message will be displayed with the Order Number.
After successfully creating an order, the newly created service can be viewed by clicking the View Previous and Future Services hyperlink as shown below.
From Portal to Office: Application Visibility
Orders submitted via the Customer Portal behave identically to on-call orders created manually by staff from the application. This ensures that existing dispatching and CSR workflows remain consistent, regardless of who initiates the request.
Customer Account
Operations > Dispatch
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Create On Call Order
