Service Businesses
Creating a service order
Write a digital order for any customer in under a minute.
Writing an order
- 1Open Orders from the sidebar and click New Order.
- 2Add the customer — type their name or pick them from your customer list. Their phone number is optional but helps re-orders.
- 3Select the services they need; quantities and line totals add themselves.
- 4Add notes for specifics, e.g. 'gentle cycle' or 'waiting for part'.
- 5Set the total (auto-filled) and save.
Returning customers
Enter the same phone number as a previous order and Keel recognises the customer automatically. Their past orders and total spent show on their profile.
Scheduling with Google Calendar
On the order form you can pick a date and time and toggle sync to Google Calendar (Pro plan). Keel creates an appointment on your calendar and updates it if the order changes.
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