Agent orders show in Sales › Orders with all your other orders. To see one agent's orders, pick the agent in the Sales channel filter at the top of the list. Click an order number to open the order and see everything the agent entered.
Agent's Orders Appear in Your Console
Before we dive into the steps, watch this short demonstration. You will see how an agent creates an order on their mobile app and how that exact order appears straight away in your Console.
How the Order Information Reaches You
When your agent submits an order in the agent app, the order goes straight into your EasyBiz Console.
The Shift from Manual to Digital:
Before: Managing orders required tracking handwritten notes, phone calls, or manual messages, then typing them into your records yourself.
Now: The moment the agent hits Submit, the order is created automatically. Pricing and job details are filled in for you, ready for immediate review.
How to Monitor Agent Orders
Now that you understand how the flow works, let's go through the steps to track an order in your Console.
What is the Orders Page?
The Orders page is where all your orders appear, including the ones created under your agents. From here, you can see when an order was submitted, what services were selected, and which agent it belongs to. You can also filter the list to view orders from a specific agent.
Open the Orders Page
To see the work your agents have submitted:
- In the menu bar at the top, click Sales. Select Orders from the dropdown menu.
Once the page appears, you will see a list of all your sales orders. Any order an agent has just placed from their app will typically appear at the top of this list.
Track a Specific Agent's Orders
If you have multiple agents submitting orders, your list can get busy. To track or find an order from a specific agent, you can use the Sales channel filter to narrow your view.
Why use this filter? Instead of scrolling through every order in your system, this filter allows you to "zoom in" on one agent at a time. It is the fastest way to:
Find a specific order an agent just submitted.
Track the progress of all orders belonging to one particular agent.
Review performance by clearing away all other sales orders to see only their work.
How to use it:
Locate the Sales channel filter at the top of the Orders page.
Click it and select the name of the Agent you are looking for.
The list refreshes straight away, showing only the orders submitted by that specific agent.
Review the Agent's Order
Once you have found the order you want to track, click on the Order Number (e.g., #00001). This opens the order, where you can see all the information captured by the agent.
Here is what you can expect to find inside the order:
Order Records: View the exact date and time the agent submitted the order.
Service Scope: Check the specific service selected and the rates the agent applied to the customer.
Handover Details: Review any site photos, customer signatures, or special instructions the agent captured during the order creation.
Next Steps
At the end of the month, you bill each agent once for all its orders. See Bill Your Agents.