Create Your First Order
An Order is the master record for an inspection engagement. It holds the property address, client details, services requested, pricing, scheduling, and links to all contracts, inspections, and reports for that job.Opening the Order Wizard
From the Dashboard or the Orders list, click + New Order. This opens the multi-step Order Creation Wizard.Step 1 — Client Information
Enter the primary client’s details:
Autocomplete: Start typing a name or email — if this client has an existing record in your Contacts, their details auto-populate. A new Contact record is created automatically if no match is found.
Realtor / Buyer’s Agent: Enter the agent’s name and email here. The agent receives a separate report delivery email (without the full repair request) per the delivery workflow configuration.
Step 2 — Property
Step 3 — Services
Select the inspection services requested for this order.Primary Service
Choose the main inspection type (e.g. Standard Residential, New Construction Phase Inspection). This determines which inspection template the inspector will use on mobile.Ancillary Services
Add-on services billed separately (e.g. Sewer Scope, Thermal Imaging, Pool/Spa, Mold Screen). Each ancillary service has its own fee and can be assigned to a specific phase in a multi-phase order.Step 4 — Pricing
Pricing is calculated automatically based on the services selected and your configured pricing rules (set up in Settings → Pricing).You can manually override any fee amount before saving the order.
Square Footage Pricing
If your pricing rules use square footage tiers, enter the property’s approximate square footage in the property step — the pricing engine calculates the applicable tier automatically.Step 5 — Scheduling
Multi-Phase Orders
For New Construction or phased projects, you can add multiple inspection phases under one master order. Each phase has its own date, time, and inspector assignment. Phase gating ensures Phase 2 cannot begin until Phase 1 is marked complete.Step 6 — Review & Create
Review all order details before saving. Click Create Order to:- Save the master order and child inspection record(s) to Firestore
- Trigger the
booking.confirmedworkflow event — which sends the contract bundle and confirmation email automatically (if configured in your Communications Workflow)
After Creating the Order
Once created, the order appears in your Orders list and the inspection appears in the Inspection Queue. From the order detail page you can:- Send Contract — manually trigger the contract bundle if it wasn’t sent automatically
- View Inspection — navigate to the inspection record to see status, deficiencies, and report
- Edit Order — add services, adjust pricing, or reschedule
- Mark as Paid — record manual payment (Venmo, Zelle, check, cash)