When scheduling an order using the Order Form, you can add up to 5 buyer's agents and up to 5 seller's agents.
Each agent profile will have the same features as a single agent profile — including receiving automated communication from the Email and SMS system.
Before adding more than one agent to the order, you have to add at least one. You'll want to go to the Buyer's Agent or Seller's Agent tab depending on the type of agent you want to add. We'll use the Buyer's Agent as the example for this article, but it works the same for the Seller's Agent:
Once you have selected and exisisting agent or have filled in and saved the agent information, you will see the same "Add Buyer's Agent" or "Add Seller's Agent" option at the bottom, which will allow you to add another agent profile.
The "Add Agent" option will appear every time you create an agent profile in the order.
Viewing the Agents
Review tab in the Order Form:
In the Review tab, the agents will be numbered and concentrated in the Agent section, displaying each contact's details.
Order View:
The Order View will display the list of agents 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 agent will be displayed in the Agent column (this is to save space).
Choosing the Primary Agent
By default, the system will define the first profile added as the Primary Agent. If you want to change the primary agent, click on the "Set as Primary Agent" button located at the far right side of the agent's profile. This will move the new Primary Agent's information to the top of the agent 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.