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How to Add Multiple Clients to an Order in Order Form V2 (OFV2)

Order Form V2 allows you to add more than one client to the same inspection order. This is helpful when an inspection needs to include a primary and secondary client.

Step 1: Create a New Order

To begin creating a new inspection order, use either of the following options:

  • Click New Order.

  • Go to Inspections and select Inspection Order Form.

Both options will open the order form where you can create a new inspection.

Step 2: Add the First Client

Once the order form opens:

  1. Select the Client tab.

  2. Click Add Client.

  3. Enter the client's information and complete the required fields.

Step 3: Add a Second Client

To add another client to the same inspection:

  1. Click Add Client again.

  2. Enter the second client's information.

  3. Complete the remaining order details as needed.

That's it! By selecting Add Client again, you can easily add a secondary client to the same inspection order without creating a separate order.

Once all the information has been entered, you can continue completing the inspection order as usual.

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