Inspection Support

How to add a Seller's Agency control to your Order Form.

Custom Control - Seller's Agency

This article will walk you through creating the Packages control and using Package Pricing on the Order Form.

Custom Control - How to Create the Packages Control and Use Package Pricing for the Order Form

How to add the Buyer's Agency Control to your Order Form.

Custom Control - Buyer's Agency

How to add Water Quality as a control to your Order Form.

Custom Control - Water Quality

How to add a Client Reference Number control to your Order Form.

Custom Control - Client Reference Number

Custom Control - A Drop Down Triggered On and Off by a Checkbox

How to add a text box that will trigger based on a checkbox.

Custom Control - A text box triggered on and off by a checkbox

This article explains how to add the Seller's Agent contact information Control to your Order Form.

Default Control - Seller's Agent

Default Control - Buyer's Agent

How to add a Transferee Control to your Order Form.

Custom Control - Transferee

How to add a Relocation Contact to your Order Form.

Custom Control - Relocation Contact

Default Control - Subject Property Address

How to add a Label to any Tab on your Order Form.

Custom Control - Label

How to add the Date Picker control to your Order Form

Custom Control - Day Picker

How to add the Policy Holder control to your Order Form.

Custom Control - Policy Holder

How to add a Policy Number control to your Order Form.

Custom Control - Policy Number

This article will show you how to add the services control to your order form.

How to add the 'Services' control to your Order Form

How to add a Sales Price control to your Order Form.

Custom Control - Sales Price

How to add a Foundation Type control to your Order Form.

Custom Control - Foundation Type

How to add a New Construction control to your Order Form

Custom Control - New Construction

How to add an Escrow Officer to your Order Form

Custom Control - Escrow Officer

How to add Escrow Fields to your Order Form

Custom Control - Escrow Fields

How to add a Closing Date control to your Order Form.

Custom Control - Closing Date

How to add an Insurance Company Control to your Order Form.

Custom Control - Insurance Company

Default Control - Client

How to add a Report Number control to your Order Form.

Custom Control - Report Number

How to add Inspection Types as a dropdown menu to your Order Form.

Default Control - Inspection Type

How to add a Square Footage control to your Order Form

Default Control - Square Feet

How to add an Alarm Code to your Order Form

Default Control - Alarm and Alarm Code

How to add  Fee Control to your Order Form

Default Control - Fees

This article explains how the Date/Time/Duration Control works.

Default Control - Date/Time/Duration

Custom Control - Marketed By

Default Control - Inspector List

Custom Control - Large Text Box (Over 255 characters)

Custom Control - Text Box (64 characters or less)

Custom Control- Check Box

How to add the Year Built control to your Order Form

Default Control - Year Built

This is our in-depth guide on the process of adding fees to a custom control.

How to add fees to a custom control (Drop Down Box)

Matt Wheeler

Aura Mendoza

Peter Posada

Controls

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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