Your orders and a free account

Who sees it: a vendor who opens a quote link from a customer who has the order list on. Not every customer has it yet. If your quote page has no See all your orders link, use each email's link (see Answer a quote by link).

#Open your order list

1. On a quote page, click See all your orders.
2. Click Email me a code. The code goes only to the email address the link was sent to.
3. Enter the 6-digit code under Enter your code and click Open my orders. A code works for 15 minutes. Click Send a new code if it ran out.

You stay signed in on that device for 7 days. Click Sign out on this device to stop. You can ask for 5 codes an hour and try each code 5 times.

#What the list shows

Your orders lists every open request and order your customers sent to your email on Gearflow. Each row shows the customer, the request, its state and the date it was sent. The states are Needs your quote, Quoted, You declined, Ordered and Received. Click a row to open its quote page. A link older than 30 days, or one the customer replaced, is not on the list.

#Claim a free account

If your email has no Gearflow account, the list shows Claim your free account.

1. Click Claim it. If your code is more than an hour old, Gearflow asks for a new one first.
2. Enter your Business name and Your name. Your email is the one the link was sent to.
3. Under Customers who send you orders, each customer is selected. Clear the ones another branch of your company serves.
4. Click Claim my free account.

You are signed in as the admin of the new account, on the team page, where you can add your people. The customers you selected are linked to your account: their new requests come into it, and their past orders are copied in. To answer them, see Answer a linked customer's request.

A free account works with customers who use Gearflow. To add customers of your own, you need a paid plan. If your email already has an account, the page says "You already have an account": sign in instead.