How Do I Use the Order Details Section?

The Order Details section is the panel that opens on the right when you select an order in Tonomo. From one place you can change the order's status, edit the invoice and services, see and reschedule the appointment, update the customer and property details, read the customer's notes and answers, sync and lock delivery files, manage the property website, flyers and listing agents, and resend emails. There's a newer layout and the original one. Switch between them with the toggle at the top right.

At a glance

• On Orders (Beta), click an order's Order ID to open Order Details on the right.

• Order Header: order ID, address, order status, Project Chat and an interactive map.

• Overview: invoices and payments, schedule, due date, customer, notes, property details and custom fields.

• Delivery: deliverable files with Sync Delivery Files, the per-order lock until paid switch, property website, flyers and listing agents.

• Activity Log: resend the booking confirmation or project complete email, and see whether emails were sent and opened.

• Switch between the new and original layouts with the toggle at the top right.

How do I switch between the new and original layout?

With Order Details open, use the toggle in the top right corner, just below your name. 

What's in the order header?

What can I change in the Overview?

Invoices & Payments

Edit the invoice and change services. Each line item can be edited or deleted, and any Travel Fee, Tax or Additional Fee shows here too. Below the line items you'll see the schedule and the assigned photographer. Open the appointment in the Scheduler to schedule or reschedule it. At the bottom, Copy Invoice URL gives you the order status page link, and Download Invoice saves a copy.

To add a coupon, discount, fee, or custom item, see How Do I Add a Custom Line Item to an Invoice?

Due Date

When the order is due, with a Due Time if you need one, so your team can prioritize it. It shows below the order date. See How Do I Set a Due Date for an Order?

Customer

The customer's details. Update them, or reassign the order to a different customer.

Customer notes

Also called Private Notes. Only admins can see and edit them. Use them for internal information about the customer that staff should know, without the customer seeing it. View Notes opens the Private Notes section on the client's profile.

Client preferences

Public notes that both the client and your staff can see. The customer fills these in when booking, or an admin can add information the client wants on every order.

Property details

The order's address and total interior area (square footage). You can update the address here after booking. See How Do I Change the Address on an Order?

Property Notes

The client's answers to the entry notes, feature notes, number of beds and baths and other questions, which you switch on or off in the booking flow settings. Customers can't edit these after submitting the order. If they tell you about a change, an admin updates it for them.

Custom Fields

The client's answers to your booking flow's custom questions, plus their Custom Domain and Music choices when those are enabled. As with Property Notes, only an admin can change them after booking.

What's in the Delivery section?

Deliverable files

The delivery folder links, the Sync Delivery Files button and the lock deliverables option.

• Upload the edited files to the final Dropbox folder, then click Sync Delivery Files. After a successful sync, Tonomo creates the delivery folder and a View Delivery button.

• If Auto-sync delivery files from Dropbox is on, Tonomo syncs new files automatically. See How Do I Connect Dropbox To Tonomo?

Lock delivery files until order is paid

Only admins can use this. It switches the lock on or off for this order:

• On: clients can't download the files while the order is unpaid. The lock lifts automatically once it's paid.

• Off: clients can download the files whatever the payment status.

To lock delivery for every order on a booking flow, see How Do I Configure Booking Flow Settings?

Property Website

When it's enabled, a property website (listing website) is added to the order's delivery page automatically, with branded and unbranded links. See How Do I Set Up a Single Property Website?

Flyer

Find the order's marketing kits and flyers. Click Generate Marketing Kit to create them, or Flyer Builder to edit individual flyers.

Listing Agents

Also called Branding. Add more agents to the branding on the delivery page and listing website, which is useful when a client co-lists with another agent. You can add, remove or edit agent profiles here.

What's in the Activity Log?

• Send Project Complete Email and Send Booking Confirmation Email resend those emails to the client.

• Every email is recorded with a preview, so you can check whether it was sent successfully and whether the client opened it.

Related articles

• How Do I Use Project Chat On an Order?

• How Do I Set a Due Date for an Order?

• How Do I Add a Custom Line Item to an Invoice?

• How Do I Connect Dropbox To Tonomo?

• How Do I Set Up a Single Property Website?