Order FormOrder
Order formPricing rules
Overview
Customer
Products
Finance
Build
SEO
1

Order overview

Rep, dates & customer status

2

Customer information

Contact, company & address

Contact details
Postal address
3

Products & package

This drives the price automatically

Pulled live from the Local SEO price matrix · changing this re-prices the order instantly
Add-ons
4

Finance & payment

Method, deposit & discount sanctions

Sets the deposit % and number of direct debits automatically

Order total

£0 inc VAT
No package selected
Package & add-ons£0
Net (ex VAT)£0
VAT @ 20%£0
Total£0
Deposit (100%)£0
InstalmentsPaid in full

Documents generated

📄Order Form & DD MandateAuto-filled from this form
📝Copy SheetWebsite & SEO build brief
📨What Happens NextClient welcome letter
⚠️SEO Void FormOnly if SEO is being dropped

📡 Works offline

No signal at the customer’s kitchen table? Fill the whole order, save it to the device, and re-import it back at the desk — it repopulates the form in one tap.

Auto-saving to this device as you type