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.
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.
Enter the primary client’s details:
| Field | Notes |
|---|
| First Name / Last Name | Used in contracts ($ClientFirstName, $ClientLastName) and all communications |
| Email | All automated emails (confirmation, contract link, report delivery) go here |
| Phone | Optional; used in reminders if SMS is configured |
| Co-Client | For married couples or joint buyers — a second set of name + email fields |
Step 2 — Property
| Field | Notes |
|---|
| Street Address | Full street address of the inspected property |
| City, State, ZIP | Required for report headers and contract templates |
| Property Type | Residential, Commercial, New Construction, etc. — drives service availability |
| Year Built | Optional; used by AI narrative prompts for context-aware deficiency descriptions |
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).
| Line Item | Description |
|---|
| Base Fee | Primary inspection service fee |
| Ancillary Fees | Per-service add-on fees |
| Discount | Dollar or percentage discount applied to the order |
| Total | Grand total displayed to client and used in contract $InspectionFee variable |
You can manually override any fee amount before saving the order.
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
| Field | Notes |
|---|
| Inspection Date | Calendar picker — checks against your availability if Google Calendar is connected |
| Start Time | Inspection start time |
| Assigned Inspector | Select from your inspector roster |
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.confirmed workflow 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)
Next Step
With your order created and contract on its way to the client, your inspector is ready to Conduct the Inspection on Mobile.
