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Order Creation Wizard

The Order Creation Wizard (route /inspections/new) is the primary form for creating new orders. It is reached from:
  • + New Order button on the Inspections List
  • + New Order Quick Action tile on the Dashboard
  • Convert to Order action on a Quote in the leads view
  • From a public booking submission — the public booking form drops the visitor onto the same wizard (or an operator converts the lead later)
This article is the operator-facing reference for every field, picker, and decision in the wizard. For the first-time tutorial walkthrough, see Create Your First Order in Getting Started.

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Two-step or single-page?

The wizard operates as two distinct phases: You can save and exit between phases. A partial wizard saves as a lead (visible under the Quotes toggle on the Inspections List); a completed wizard saves as a confirmed order. If you’re converting from a public-booking lead or a mobile Field Quote, Step 1 is pre-populated and you start in Step 2.

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Step 1 — Lead & Quote Generation

This step gathers everything needed to price the work and send a quote to the client. It mirrors the data the Field Quote tool collects from mobile.

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1.1 Client Information

[SCREENSHOT: order-wizard-client.png — desktop, the Client Information section showing two columns: Primary Client (Name, Email, Phone) and Additional Client / Co-Client.] Autocomplete: start typing a name or email — if this client exists in your Contacts, their details auto-populate. A new Contact is created automatically if no match is found.

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Co-client / Additional Client

For married couples, joint buyers, business partners: The co-client receives separate copies of all automated emails by default (configurable in Communications).

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Realtor / Buyer’s Agent

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1.2 Property

Google Places autocomplete is wired on the Street Address field — start typing and select from suggestions; city/state/ZIP populate automatically.
AI Property Insights button (✨) — same behavior as the mobile Field Quote. Click after entering an address; Gemini fetches public records and pre-fills sqft / year built / foundation. The fields remain editable.

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1.3 Services

[SCREENSHOT: order-wizard-services.png — desktop, the Services section showing two stacks: Primary Service (multi-select pills) and Add-On Services (cards with prices).]

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Primary Service

Multi-select pills showing every primary service from your pricing schedule. Examples:
  • Standard Residential Inspection
  • New Construction — Phase 1 / 2 / Final (select multiple for phased builds)
  • Commercial Property Inspection
  • Pre-Listing Inspection
  • 11-Month Warranty Inspection
Selecting multiple primaries creates a multi-phase order automatically — each primary becomes a child inspection in the order.

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Ancillary Services (Add-Ons)

Per-service cards. Each shows the customer-facing price (which includes processing-fee gross-up for pass-through services, per BITE 92.2):
  • Sewer Scope
  • WDI / Termite
  • Thermal Imaging
  • Pool & Spa
  • Mold Screen
  • Radon Test
  • Lead-Based Paint Inspection
  • … plus any custom ancillaries configured in your Pricing Manager
For multi-phase orders, you can assign each ancillary to a specific phase or attach to the order as a whole.

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1.4 Pricing

Pricing is computed live by the backend’s /api/pricing/calculate endpoint as you change selections — no manual recalculate. The pricing engine handles complex cases:
  • Per-phase surcharges apply to one phase, not all
  • Volume discounts apply across the whole order
  • Multi-unit + ADU + NLB corrections apply to shared scope items
  • Step 4 scope-aware discount — discount applies only to discountable line items, not surcharges
You can manually override any fee by clicking the line item — useful for negotiated quotes.

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1.5 Save Quote / Send Quote

At the bottom of Step 1, two buttons: You can also Continue to Step 2 immediately if you have the inspection date and inspector ready.

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Step 2 — Full Order Creation

This step takes the priced quote and converts it into a fully scheduled, contracted order.

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2.1 Scheduling

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Multi-phase orders

For multi-phase orders, you’ll see a row per phase, each with its own date/time/inspector. The wizard enforces a phase-gating rule by default: Phase 2 cannot begin until Phase 1 is marked complete.

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2.2 Communications Setup

Confirm which automated emails will fire for this order. The defaults come from your tenant’s Communications Workflow configuration. If you want this order to bypass all automation (e.g. you’re importing a historical record), toggle Skip Workflow in the More Options menu — this sets skipWorkflow: true and disables every automated email for this order.

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2.3 Review & Create

The final summary screen shows:
  • Client details
  • Property details
  • Services and pricing
  • Schedule and inspector assignments
  • Which communications will fire
A ✅ Confirm & Create Order button at the bottom commits everything:
  1. The order document is written to Firestore
  2. Child inspection documents are created for each phase
  3. If contracts are enabled, the contract bundle is sent immediately via the workflow engine
  4. The booking.confirmed trigger fires (no-op if no workflow steps are configured for it)
  5. You are redirected to the new order’s Inspection Details page

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Validation and errors

Every required field must be filled before you can advance past its section. Field-level validation appears inline (red border + helper text below the field).

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Common errors

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Editing an order after creation

After creation, you can edit most fields by opening the order in Inspection Details and clicking Edit Order. Re-running the wizard is not necessary for most updates. Fields that cannot be edited after creation:
  • Order Number (auto-generated)
  • The Firestore document ID
Adding ancillary services or changing the inspector after creation is straightforward; changing the primary service typically requires creating a new order.