Workorder is designed to be easy to set up so you can start selling your services online.
To get started, go to https://app.workorder.io/admin.
If it’s your first time there (or if you’ve cleared your browser’s cookies), Workorder will ask if you want to create a new site or login and modify your existing one:
If you’re a new user, click on I’m just getting started. If you have an existing account, click on I want to login.
After that, you’ll see the dashboard:
From here, you can:
- View your orders
- Modify your checkout (ie. ordering) page
- Modify your completed (ie. thank you) page
- Change your settings
- Upgrade your account
Here’s a quick overview of what each of these sections do:
The order page is where you can view any orders that’s received through Workorder. By default, the system notifies you by email (with the same email you signed up) every time you receive an order.
Workorder does not generate invoices for you, although you can certainly print the order page and use it as one for your customers.
The system integrates with Stripe and PayPal. Each of these services have the option to automatically send purchase receipts to the customer when you receive payment. It is recommended that you configure the settings in these respective services.
In the checkout page section, you’ll be able to modify what your order page looks like when a customer visits your site.
Workorder works well both as a standalone website and as a “micro” site where you send customers to for them to complete their purchase.
This is what the checkout page area looks like:
You’ll notice that we’ve added a sample service offering for you. In the above example, you’ll see “Web design (1 hour)” as the sample. You can edit or delete this.
When you’re in the checkout page area, you can adjust other settings as well, including:
- Asking the customer for the billing address
- Requiring the customer to agree to terms and condition
- Modify the logo
- Modify the footer
- Modify the text on the page
To modify any page elements, click on it and you’ll see a popup that will provide you with the appropriate options.
For example, if you hover over the header area, a blue dotted outline will appear that indicates this area is editable:
When you click on it, a popup appears that lets you edit the settings for this area:
The completion page, or sometimes known as the “Thank You” page, is the page that the customer sees once the order is completed.
Here’s what the basic template looks like:
Similar to the checkout page, certain areas are editable while other sections are pulled from the settings and services you have created.
In the settings area of the dashboard, you’ll be able to connect your account to your Stripe account and enter your PayPal credentials to allow for PayPal payments.
The option to accept PayPal payments is only available with our Pro plan.
You can also customize your site’s URL. By default, each Workorder site is hosted at https://checkout.workorder.io/my-site where “my-site” is replaced by a custom string that you can set in the Settings.
Custom domains can also be used (on both the Pay As You Go and Pro plans). You will need to register and configure your own domain with your domain registrar.
The currency formatting string can also be set as well.
Upgrade Your Account
From the dashboard, there’s also a link to upgrade your account and enter your billing information. Please view our pricing page for more information on our two sensibly priced plans.