There are lots of different ways to start your order. You can decide which one is best for you.
OPTION 1. Open the Inspections Menu and select Inspection Order Form:
OPTION 2. In the Dashboard, within the Welcome Widget, you will find the option to create a New Order:
OPTION 3. Below the ISN Menu, in the quick actions section, you can select the option New Order:
No matter what option you pick above all will take you to your order form.
Once in your order form (which may look a little different from the one we are showing here), you will go from tab to tab completing/inputting the information.
As you progress through the tabs the order form will autosave for you.
You can also save manually by clicking here:
Following are a few fun tips to know about your order form.
Making sure you pick the correct Inspections Type is EXTREMELY important to the function of your ISN.
If you want to see the calendar/ schedule you can click as shown below instead of going to another browser page.
A few other fun facts about this area:
Entering in your Client Info:
Buyers and Seller Agent, as well as Contact, Lawyers, Escrow Officers, work the same as the Client profile tab above.
Ancillary - Environmental - Additional Services:
Anything you would add to a home inspection will be listed on this tab. Simply click on the services you want to add.
If you are doing Radon Testing - You may have a Radon tab within your order form:
******Please click on the link if you want to know more about how to use the Radon system in ISN: Radon Setup. You can also start reading this article that will link you to the whole setup process: Setting up Radon - (1) Radon Enabled Inspectors*******
This is the tab you will use to charge your client
You will click on the fee you want your client to be charged for. You can also manually enter the fee if you like.
Order Summary gives you an overview of the order so you don't have to go back and look at each tab.
This tab is for finalizing and ordering/ scheduling your inspection.
Review all information and then click Schedule Order.
Anytime you see anything in RED in your ISN you need to stop and take notice. We are trying to help you reduce errors.
If you don't Schedule your order it will appear here (top side, between the Main Menu and the Order Form):
Now that you have placed your order. You will see it on your calendar and on your inspection grid.
If you have any questions about this process please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.