Quotes and orders

Every shipment you handle in RushHour starts as a quote or an order. Both are the same kind of record: a customer, one or more pickups and deliveries, the items being moved, and a price. What changes as the work progresses is its status.

• A quote is a priced offer you prepare for a customer. You can email it, adjust it, and approve it once the customer accepts.
• An order is confirmed work. You assign its stops to drivers on the Dispatch board, follow it while it is on the road, and close and invoice it when it is done.

You find them in two places in the left menu:

Menu item	What it lists
Quotes	Drafts and quotes.
Orders	Orders and closed orders.

From quote to closed order

A typical shipment moves through these steps:

1. Draft — you start a new quote and fill it in. A draft is saved but not yet a finished quote.
2. Quote — you save the draft as a quote, price it, and email it to the customer.
3. Order — the customer accepts and you approve the quote. It now appears under Orders. You can also create an order directly, without a quote.
4. Dispatched and on route — you assign the pickups and deliveries to drivers' routes. The order's trip status follows the driver's progress.
5. Closed — the goods are delivered, and you close the order and create or update its invoice.

See Statuses and lifecycle for every status and what you can do in each one.

Guides in this section

• Quote and order lists — find work with filters and saved filters, and switch the Orders page between table, map and board views.
• Create and edit a quote or order — start a new quote or order, choose the customer, and work in the order workspace.
• Pickups and deliveries — add stops, set dates and times, appointments, driver instructions and other stop details.
• Items — describe what is being shipped and which delivery each item goes to.
• Price an order — choose how the price is calculated, set a custom price and use the AI price suggestion.
• Statuses and lifecycle — order and trip statuses, approving, closing, invoicing, reverting and repeating.
• Holds — stop a delivery from being completed until an issue is resolved.
• Documents and sending to drivers — order sheets, bills of lading, labels, emailing quotes and copying stop details to drivers.
• Notes, messages and history — notes, the customer message thread, the audit log and related orders.

Permissions

What you can see and do with quotes and orders depends on the permissions in your roles. A Company Admin decides which permissions each role has — see Roles and permissions.

Quotes

Permission	Allows
View Quotes from own account	See the quotes you created. The Quotes menu item appears when you have this or the next permission.
View Quotes created by other users	See quotes created by other people in your company.
Create new Quote	Create quotes.
Edit Quote	Change quotes and drafts.
Delete Quote	Delete quotes and drafts.
Email Quotes	Email a quote to the customer.
Approve Quote	Approve a quote so it becomes an order.

Orders

Permission	Allows
View Orders from own account	See the orders you created. The Orders menu item appears when you have this or the next permission.
View Orders from other accounts	See orders created by other people in your company.
Create Orders	Create orders.
Edit Orders	Change orders.
Delete Orders	Delete orders.
Repeat Order	Create a new order by repeating an existing one.
View Order Sheet	Open an order's order sheet.
View BOL	Open an order's bill of lading.
Send and download BOL	Email and download bills of lading.
Copy Order for Driver	Copy an order's stop details for its driver.
Assign/Unassign Order	Assign an order's stops to drivers, or remove them, from the order.
Revert to Quote	Turn an order back into a quote.
Undo Order	Undo the completed stops of an order.
Create Invoice	Create or update an order's invoice.
Close and Create Invoice	Close an order and create or update its invoice in one step.
Place hold on order/delivery	Put an order or a delivery on hold.
Resolve/remove hold	Resolve a hold.