If you have some missing information on an inspection order, now you can send an 'Order Info Request' to the client and/or agent to gather this information via text and/or email.
They will click on a link from their computer or phone and simply enter the requested information. That information will automatically insert into your ISN work order.
Let's take a look at how to configure what information is available to send in an order bump.
Settings -- Office Settings -> Customize Order Form
Now click the Controls button for the tab which includes information that you want to generally be available for order bumps.
In this example, we'll take a look at our Property tab.
Now there is a column on this page where you can click on available controls to make them eligible for "order info request". Green means it is eligible, red means it's currently disabled and won't be an option while sending the request.
Now that you have certain controls enabled to send as an order bump, let's cover the process of sending an order bump to an agent and/or client.
Navigate to your grid (Inspections -- Scheduled Inspections).
Find the order you're working on and click the "i" button to view the order.
Now go to your Actions menu -- Send Order Bump.
Now on this page, you'll see available Order Info Request controls including their information (if it's already been entered).
In this example, we're going to request "Buyer Present", "Gate Code" and "Vacant".
We will send an email and a text to the agent.
When the agent receives their email or text and clicks the link, it will bring them to a page looking like this.
You can see the agent is able to select that the buyer will be present and enter the gate code, then click Send.
Now, going back to our ISN, we can see the info has been saved directly to the order.
Additionally, order notes were made letting us know when the order bump was sent and completed.
If you have any questions about this information please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.