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Creating an order in AgencyHandy gives you a structured workspace for delivering a service to a client. You fill in the key details upfront — client, service, pricing, dates, and a project brief — and everything else, from tasks to discussions, flows from that single record. This page walks you through creating an order from scratch, updating it after the fact, changing its status, and deleting it when it is no longer needed.

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Requirements

  • You must be logged in to AgencyHandy.
  • You must hold a Super Admin, Admin, or Project Manager role to create or edit orders.
  • Only Super Admins and Admins can delete orders.

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Create a New Order

1

Navigate to Orders

In the left sidebar of your AgencyHandy dashboard, click Orders.
2

Open the creation form

Click + Create New Order in the top-right corner. A form will appear.
3

Fill in the order details

Complete the fields in the form:
If the selected service has add-ons linked to it, an Add-On section will appear in the form. Include any relevant add-ons before submitting.
4

Review your entries

Double-check all fields for accuracy — especially the client, service, price, and due date.
5

Submit the order

Click Create to finalize the order. You will receive a confirmation message once it is created successfully.

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What Happens After You Create an Order

  • All Super Admins in your company automatically gain access to the new order.
  • The client receives a notification that their order has been created.
  • The order appears in the Orders list with a status of Pending.

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Edit or Update an Order

You can update an order at any point to correct details, adjust pricing, change the due date, or accommodate client requests.
You must be a Super Admin, Admin, or Project Manager to edit an order.
1

Open the Orders list

Navigate to Orders in the left sidebar.
2

Select the order to edit

Locate the order you want to update and tick the checkbox beside it.
3

Activate the edit button

An Edit button will appear in the top-right corner. Click it to open the order details in edit mode.
4

Modify the necessary fields

Update any fields that need to change — client details, service, pricing, dates, brief, or assigned PM.
5

Save your changes

Click Update to save. A confirmation message will confirm the update was successful.

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Change an Order’s Status

Order status reflects where a piece of work stands in your delivery pipeline. AgencyHandy defines five fixed statuses — you cannot add or rename them.
Only Super Admins, Admins, and Project Managers can change an order’s status. Employees and clients cannot change status.
To update the status, open the order and use the status selector at the top of the order detail page. Select the new status from the dropdown and confirm.

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Delete an Order

Deleting an order permanently removes it from the system. Use this only when an order is truly obsolete — for example, if it was created in error or is a duplicate.
Order deletion is irreversible. Once you delete an order, it cannot be recovered. Proceed with caution.
Only Super Admins and Admins can delete orders.
1

Navigate to Orders

Click Orders in the left sidebar.
2

Find the order to delete

Scroll or search for the order you want to remove from the list.
3

Initiate deletion

Click the trash bin icon associated with the order.
4

Confirm deletion

A confirmation prompt will appear. Confirm to permanently delete the order.
After deletion, review your remaining orders to ensure everything is in order. The deleted entry will no longer appear in any list or report.

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Adding Team Members to an Order

Super Admins, Admins, and PMs can add employees to an order at any time. When a team member is added, they receive an in-app notification. Assigned employees gain visibility into the order and its tasks, but they cannot manage the order itself (edit details, change status, or delete it).