The public page in Orderry - is a convenient information space for the customer, where they can see all the details of the order: services, products, prices, and other important data. This is where the client can view the information, confirm the order, or make a payment, depending on the selected settings. Orderry allows you to customize the appearance and functions of public estimate and order pages on Settings > Public Pages > Order/Estimate Page.
This section of the settings consists of three blocks:
Appearance
Estimates
Orders
Appearance block
In this block, you can customize the appearance of public pages, including colors, background, and components you want to display in addition to the required elements.
Color — set the main color for buttons and accents on the page.
Background pattern — select a background to display on the page to create a unique public page design
Show language switcher — enables or disables the ability to change the language on the public page. If this switcher is disabled, the language is auto-selected based on the client’s browser settings.
You can change the subdomain for the public page link on the Settings > Public Pages > Online Booking page in the Your page URL section.
Header
The fields with company information are automatically populated with data from the Settings > General > Company Information page, where they can also be edited. To display them on the public page, simply check the corresponding checkbox.
Show company logo. You can select a size option (small or large), which determines the size of the top block on the public page (48–96 px).
Show company name
Show company address
Show company email
Show company details
Products and Services
Display products and services in separate tables—check this box to split products and services into different tables. In addition to the total amount, each table will also display separate amounts for relevant items, including taxes and discounts.
Show products with a zero price – check this box to display products priced at 0.
Show services with a zero price – check this box to display services priced at 0.
Show zero discount – enable to display the discount line even if its amount is 0.
Other
Show actual order status – enable to display the work order status as it appears in the system. If disabled, the public page statuses are used.
Show asset images – enable to display the photo of the asset added to the work order on the public page.
Show order due date – enable to display the order due date.
Display conclusion / client recommendations —this is information from the Conclusion / client recommendations field on the Services and Products tab in the work orders.
Show company additional info – enable this to display data from the “Additional info” field on the Settings > General > Company Info page.
💡Tip
If you want to display additional information about work orders to the customer (asset details, warranty, etc.), enter this information in the Conclusion / client recommendations field field.
Save your settings.
Estimates block
In this block, you can configure the process of estimates confirmation.
Allow clients to accept/decline a document - select this checkbox to display the Accept and Decline buttons on the public estimate page.
Select the estimate statuses in which you want to display the accept/reject buttons.
Require client signature - set the requirement to use an electronic signature for confirmation.
After clicking on the confirmation button, a window will open where the customer will have to leave his/her electronic signature.
This signature will be displayed in the event feed, as well as at the bottom of the public page, along with the date when the signature was created.
If accepted, move to the status - set the status of the estimate after acceptance.
If declined, move to the status - set the status of the estimate after rejection.
Please note: for the status change to work correctly, it is necessary that the status in the first field can change to the status in the second field in accordance with the configured status transition rules.
If the client declines, a pop-up window will appear where they can optionally specify a reason. After that, they need to confirm the decline. The reason for the decline will be recorded in the estimate's event feed.
Save the settings.
Read more about the public estimate page here.
Order block
Allow clients to accept/decline a document - select this checkbox to display the “Accept” and “Reject” buttons on the public order page.
Select the order statuses in which you want to display the accept/reject buttons.
Require client signature - set the requirement to use an electronic signature for confirmation.
If accepted, move to the status - set the status of the order after acceptance.
If declined, move to the status - set the status of the order after rejection.
Please note: for the status change to work correctly, it is necessary that the status in the first field can change to the status in the second field in accordance with the configured status transition rules.
If the client declines, a pop-up window will appear where they can optionally specify a reason. After that, they must confirm the decline. The reason for the decline will be recorded in the work order event feed.
Save the settings.
Online Payments
Enable online payments - check this box to display a payment button on the public order page.
Next, you need to configure the payment system settings:
Select in which order statuses you want to display the payment button on the public order confirmation form. You can select more than one status.
In the second field, select which status the order should switch to after the customer makes a payment from the public confirmation form.
Please note: for the status change to work correctly, it is necessary that the status in the first field can change to the status in the second field in accordance with the configured status transition rules.
In the Default company merchant field, select the default payment system that will be used if you do not have default location merchants configured. This can be done in the Settings > Locations section.
Save the settings.
If both the Accept/Decline button and the Pay button are enabled for the same work order status, only the Accept/Decline button will be displayed.
Read more about order payment via the public form here.
Re-accepting an estimate/order
If you need an ability for a client to re-accept an estimate or order, you simply need to switch them to a status that displays the appropriate accept/decline buttons. To do this, you need to correctly configure the rules for switching between estimate and order statuses. All acceptances, declines, and signatures will be recorded in the event feed.
For example, an order in the Requires approval status has been declined, and it moves to the Rejected status. To be able to re-accept it, you need to configure the possibility for the Rejected status to switch back to the Requires approval status.
This way, you can send the estimate/order for re-acceptance after decline, or even allow the customer to accept documents at several stages of working on the estimate/order.