> ## 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 # 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](/1nspect/admin-operator/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](/1nspect/getting-started/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 | You can save and exit between phases. A partial wizard saves as a **lead** (visible under the Quotes toggle on the [Inspections List](/1nspect/admin-operator/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. *** ## 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](/1nspect/inspector/field-quote) tool collects from mobile. ### 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.] | 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 | **Autocomplete:** start typing a name or email — if this client exists in your [Contacts](/1nspect/admin-operator/contacts), their details auto-populate. A new Contact is created automatically if no match is found. #### Co-client / Additional Client For married couples, joint buyers, business partners: | Field | Required | | -------------- | -------- | | Client 2 Name | — | | Client 2 Email | — | | Client 2 Phone | — | The co-client receives separate copies of all automated emails by default (configurable in [Communications](/1nspect/features/communications)). #### 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 | **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. ### 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](/1nspect/admin-operator/company-and-pricing/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 | 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. ### 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](/1nspect/admin-operator/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. | You can also **Continue to Step 2** immediately if you have the inspection date and inspector ready. *** ## 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](/1nspect/features/communications) 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](/1nspect/features/communications) 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) | 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. ### 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](/1nspect/admin-operator/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](/1nspect/admin-operator/company-and-pricing/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](/1nspect/admin-operator/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. *** ## Related articles * [Create Your First Order](/1nspect/getting-started/create-your-first-order) — onboarding tutorial * [Inspections List](/1nspect/admin-operator/inspections-list) — where + New Order is launched from * [Inspection Details](/1nspect/admin-operator/inspection-details) — where you land after creation * [Pricing Manager](/1nspect/admin-operator/company-and-pricing/pricing-manager) — rules that drive the pricing calculations * [Communications](/1nspect/features/communications) — the workflow that ships automated emails * [Contracts](/1nspect/features/contracts) — how the contract bundle is built * [Mobile Field Quote](/1nspect/inspector/field-quote) — the mobile-side quote-creation flow that produces leads convertible here