When scheduling an order using Order Form V2 you can add up to 5 clients.

Each client profile will have the same features as a single client profile — like receiving automated communication from the Email and SMS system, opening the Agreement and Payment links, and accessing the Invoice and Inspection Report.

Before adding more than one client to the order, you have to add a new client or search for an existing one by navigating to the Client section (1) and clicking on "Add Client"(2). From there, you can search for an existing client or enter the new client's information (3). Remember to save your selections using the "Save" button on the top right (4):

Once you have filled in and saved the Client information, you will see the same "Add Client" option, which will allow you to add another client profile or create one from scratch:

The "Add Client" option will appear every time you create a client profile in the order or add an existing one.

At the top right, you will see the Review button in the Order Form:

In the Review tab, the clients will be numbered and concentrated in the Client section, displaying each contact's details:

Order View:

The Order View will display the list of clients involved in the order with their contact information, notes, and labels (if included):

Scheduled and Unscheduled inspections list:

In the Scheduled and Unscheduled Inspection lists, only the primary client will be displayed in the Client column (this is to save space):

By default, the system will define the first profile added as the Primary Client. If you want to change the primary client, click on the button "Set as Primary Client" located at the far right side of the client's profile. This will move the new Primary Client's information to the top of the Client list.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.