Documentation Index
Fetch the complete documentation index at: https://help.1nspect.app/llms.txt
Use this file to discover all available pages before exploring further.
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.
Two-step or single-page?
The wizard operates as two distinct phases:
| Phase | Header | What you do |
|---|
| Step 1 of 2 | ”Lead & Quote Generation” | Client info, property, services, pricing — produces a savable quote |
| Step 2 of 2 | Full Order Creation | Scheduling, inspector assignment, contract bundle, final review |
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.
[SCREENSHOT: order-wizard-client.png — desktop, the Client Information section showing two columns: Primary Client (Name, Email, Phone) and Additional Client / Co-Client.]
| Field | Required | Notes |
|---|
| First Name / Last Name | ✅ | Used in contract templates as $ClientFirstName, $ClientLastName, $ClientNames |
| Email | ✅ | All automated communications go here |
| Phone | — | Used for SMS reminders if configured |
Co-client / Additional Client
For married couples, joint buyers, business partners:
| Field | Required |
|---|
| Client 2 Name | — |
| Client 2 Email | — |
| Client 2 Phone | — |
Realtor / Buyer’s Agent
| Field | Required | Notes |
|---|
| Realtor Name | — | If you start typing, your existing agents from Contacts auto-suggest |
| Realtor Email | — | The agent receives a separate report-delivery email per your workflow |
| Brokerage | — | Optional but useful for the Top Agents report |
1.2 Property
| Field | Required | Notes |
|---|
| Street Address | ✅ | The full street line (e.g. “123 Main Street”) |
| City, State, ZIP | — | Required for report headers and contract templates |
| Property Type | ✅ | Residential / Commercial / New Construction / etc. — drives which templates and services are available |
| Year Built | — | Used by AI baseline + pricing rules that depend on age |
| Square Footage | — | Required if your pricing rules are square-foot-tiered. Pricing calc fails silently below the smallest tier if blank. |
| Foundation Type | — | Drop-down: Slab / Pier and Beam / Crawl Space / Basement. Drives pricing where foundation surcharges apply. |
| Cladding Type | — | Drop-down |
| Roof Covering | — | Drop-down |
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.
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).]
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.
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.
1.4 Pricing
Pricing is computed live by the backend’s /api/pricing/calculate endpoint as you change selections — no manual recalculate.
| Line | Source |
|---|
| Base Fee | Primary service fee (sum for multi-phase) |
| Ancillary Fees | Sum of selected ancillary appliedFee values |
| Surcharges | From pricing rules — e.g. foundation surcharge, distance surcharge, age surcharge |
| Discount | If applied via the picker (percentage or flat) |
| Total | Grand total — this is what the client sees |
- 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.
1.5 Save Quote / Send Quote
At the bottom of Step 1, two buttons:
| Action | Result |
|---|
| Save Quote | Saves the lead. Available later under the Quotes toggle on the Inspections List. |
| Send Quote to Client | Saves the lead AND sends a magic-link email to the client with the quote URL https://app.1nspect.app/quote/{tenantId}/{leadId}. They can accept the quote with one click, which fires quote.accepted and prompts you to complete Step 2. |
Step 2 — Full Order Creation
This step takes the priced quote and converts it into a fully scheduled, contracted order.
2.1 Scheduling
| Field | Required | Notes |
|---|
| Inspection Date | ✅ | Calendar picker. Checks against your team’s availability if Calendar integration is connected. |
| Start Time | ✅ | Time picker |
| Estimated Duration | — | Auto-filled from pricing rules; editable |
| Assigned Inspector | ✅ | Drop-down of your team members. The inspector receives the assignment on their mobile app within seconds. |
| Allow Team Inspection | — | Toggle. If on, additional team inspectors can join via the QR-code workflow. |
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.
2.2 Communications Setup
Confirm which automated emails will fire for this order. The defaults come from your tenant’s Communications Workflow configuration.
| Checkbox | Effect |
|---|
| Send contract bundle on save | Fires booking.confirmed → contract bundle email immediately |
| Send confirmation email | Fires booking.confirmed → confirmation email |
| Send reminders | Enables the configured inspection.reminder workflow steps |
| Send report on publish | Enables report.published → report delivery (default ON) |
skipWorkflow: true and disables every automated email for this order.
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:
- The order document is written to Firestore
- Child inspection documents are created for each phase
- If contracts are enabled, the contract bundle is sent immediately via the workflow engine
- The
booking.confirmed trigger fires (no-op if no workflow steps are configured for it)
- You are redirected to the new order’s Inspection Details page
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).
Common errors
| Alert | Cause |
|---|
| ”Missing Information — Please fill in Client Name and Property Address.” | Step 1 attempted without core fields |
| ”Pricing service unavailable. Try again.” | Backend pricing calculator returned an error |
| ”No template found for selected service.” | Service has no template assigned — fix in Pricing Manager |
| ”Scheduled date conflicts with another inspection.” | Calendar integration flagged a conflict — confirm or override |
| ”Failed to create order.” | Network or backend error during the final write — retry |
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.
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