> ## 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

# 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:

| 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        |

**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

| 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.

### 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

| 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:

1. Save the master order and child inspection record(s) to Firestore
2. 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](/1nspect/getting-started/mobile-inspection-walkthrough).