Orders

Overview

Orders are the central entity in Installer.com. An order represents a service request — typically an installation, inspection, or maintenance job — that needs to be dispatched to an installer and tracked through completion.

Every order belongs to an organization (router) and follows a configurable workflow that defines the steps it goes through.

Order Lifecycle

Created → Dispatching → Scheduled → In Progress → Completed
                ↓                                      ↓
            Declined                               Cancelled

1. Created — Order is created with customer details, address, and custom fields
2. Dispatching — Order is offered to or assigned to an installer/contractor
3. Scheduled — A date and time is booked for the installation
4. In Progress — The installer is on-site performing the work
5. Completed — Job is finished, documented, and invoiced

Creating an Order

Use the Create Order endpoint to create a new order. You'll need to provide customer details, address, and the order template to use.

For webform-based orders, use the Create Webform Order endpoint instead.

Dispatching an Order

Once an order is created, dispatch it to a contractor using the Dispatch Order endpoint. This will route the order based on your organization's routing strategy.

Cancelling an Order

Cancel an order at any point using the Cancel Order endpoint.

File Uploads

Attach files to orders (photos, documents, etc.) using the Upload File endpoint. The response includes a file_id to reference in other API calls.

Order Tags

Organize orders using tags for filtering and categorization:

• List Order Tags — retrieve all available tags
• Create Order Tags — create new tags
• Assign Tag to Order — tag an order
• Remove Tag from Order — remove a tag

Webforms

Webforms allow external parties to submit orders through a form interface:

• Get Webform — retrieve webform configuration
• Create Webform Order — submit an order through a webform