Orders & Customers
Tracking work through your pipeline and keeping clients updated.
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Quick answers
How does the order pipeline work?
Every order moves through stages — new, in progress, review, production, shipped, delivered — and you drag it forward as the work progresses. Switch to the board view from the top bar to see everything at once as a kanban.
Can customers track their own orders?
Yes. Every order gets its own private tracking link you can send over WhatsApp or email. Customers see the current stage, what they've paid, and anything you've shared, without needing an account.
How do I assign work to my team?
Open an order and assign one or more team members to it. They'll see it on their own view.
Are my customers' details private to my business?
Yes. Every business's orders and customers are isolated at the database level, so no other business on H4B can see them. Within your own team, what each person sees depends on their role.
Can I collect details with a custom form?
Yes. Build an order form under Forms with whatever fields you need — measurements, dates, reference photos — and attach it to a product. Whatever the customer fills in stays attached to that order.