---
title: "Service order functions"
slug: "service-order-functions"
updated: 2026-06-18T12:21:53Z
published: 2026-06-18T12:21:53Z
canonical: "products.egretail.cloud/service-order-functions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://products.egretail.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Service order functions

At the bottom of the Service order details view there are several functions that can help you to manage and process service orders.

![Toolbar in Service order details](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-MFU9ES81.png)

#### Cancel order

You can cancel the service order if needed.

1. Service order can be canceled by clicking the **More (…)** icon.

![More icon options](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-15QX8X7Z.png)

1. Select “Cancel order”.
2. This opens the “Cancel order” dialog.

![Cancel order dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-0PHLNVZZ.png)

1. You can optionally add a service note before cancelling. This Service note will be saved in the **History** tab.
2. Click **Cancel order** button to confirm. The order status will change to **Cancelled.**

---

#### Create copy

You can create a new service order with data from an existing service order by creating a copy of an existing service order.

1. Click the **More** **(…)** icon, and select “Create copy”.

![More icon options](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-ZB0PZ52U.png)

1. This opens the **Create copy** view. It is pre-filled with data from the previously selected order (aside from the store if user has access to multiple stores) and service items.

![Create a copy page](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-PN6M0BX7.png)

1. If you have access to more than one store you must select relevant store.
2. Click the **Create** button to create the service order.

---

#### Send email

The **Send email** function can be used to send **Service receipt** or **Order confirmation** with customized message to the customer. The event is saved in the **History** tab when email is sent manually.

1. Click the **Send email** button.
2. The “Send email to customer” dialog opens.

![Send email dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-KHPB0OCU.png)

1. Check the relevant option: Service receipt (default) or Order confirmation.
2. Fill in the required fields:

- **Email******* - It is pre-filled with the customer’s email, but can be changed.
- **Message******* - Add a message to the customer.

1. Click the **Send mail** button to send the email.

Emails are sent automatically in two cases:

- Order confirmation is sent when order is created.
- Service receipt is sent when order is delivered.

---

#### Print document

The **Print document** function can be used to print Order confirmation and Service receipt for service orders.

1. Click the **Print document** button, select desired option. For order type Service or Repair you get two options: Order confirmation and Service receipt. For order type Internal repair, the only option is Service receipt.

![Print document options](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-N0F7LNW0.png)
2. A preview of the selected document opens in the printer dialog.
3. Adjust printer settings if wanted, then click **Print.**

![Service receipt preview](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-KD3X4WSZ.png)

*Service receipt preview*

---

#### Print label

Use the **Print label** function to print labels for service items. Two label types are available: Small or Large.

Printing supports various paper sizes, orientation and scaling options.

Small label

- Includes order type, order number and a barcode representing the service order number.
- Up to **60** labels can be printed at once.

![Small label example](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-ZCFN7D9Y.png)

Large label

- Includes order details and item details (for Repair and Internal repair types).
- Up to **60** labels can be printed at once.

![Large label example](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-WSDIDF21.png) **Steps to print:**

1. Click the **Print label** button.
2. The “Print label” dialog opens.

![Print label dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-RR41LD80.png)

1. Select label type.
2. Enter the Quantity.
3. Click the **Print label** button to preview the label in the printer dialog.

![Print preview in printer dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-YRT3DHN8.png)
4. Adjust printer settings if needed, then click **Print.**

---

#### Send SMS

Send an SMS to the customer from the service order view.

1. Click the **Send SMS** button.
2. The “Send SMS to customer” dialog opens. There are 2 options, Ready for pickup (default) and Other.

![Send SMS dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-4ZB3M24K.png)

1. The customer’s phone number is pre-filled but can be edited.
2. Add a message, and click the **Send SMS** button. An SMS is sent to the customer.

---

#### Set to done

Mark a Service order as completed.

1. Click the **Set to done** button.
2. The “Set to done dialog” opens.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-V9BZE9VS.png)

1. Update the following if needed:

- Service status
- Item status
- Service location
- Technician
- You can add a **Service note**, it will be saved in the **History** tab.

1. Click **Set to done**. The order status changes to “Done”.

---

#### Update status

Status on the order can be updated manually. Status can be updated both in the “Order” tab and the “History” tab.

1. Click the **Update status** button.
2. The “Update status” dialog opens.

![Update status dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-KJCBNF7G.png)

1. You can update these fields :

- Service status
- Item status
- Service location
- Technician
- You can add a **Service note**, it will be visible in the History.

1. Click **Save** to apply changes.

---

#### Register time

Log time spent working on the service order. Time can be registered both in the “Order” tab and the “History” tab.

1. Click the **Register time** button.
2. The “Register time” dialog opens.

![Register time dialog](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-BM5IX37V.png)

1. Enter time spent (e.g., 01:30 for 1 hour 30 minutes).
2. The current date and time are pre-filled, but can be changed.
3. Click **Save** to register the time.

---

#### Save

Click the **Save** button to apply changes.