New Internal Order Form

The New Order Form now has each section clearly outlined and a new navigation menu for quickly jumping to any section you need to. You can still scroll between them if that is your preference.

Referral Source now has its own section directly below the Client section.

The Property section now shows the property photo and ancillary info directly over the entry.

The Services section now provides a cleaner layout, especially with regards to any manual edits to entries.

When you click "Edit Charges" it opens to a new, cleaner window for ease of editing.

The Order Settings section (previously Miscellaneous) was also updated so it is easier to see and work with any Custom Scheduling Fields. Another small change is if your order has the "Confirmed Inspection" checkbox selected then the "Save" button now reads "Schedule" for improved clarity when booking.

Integrations options and the selector to use V10 reporting (if it isn't already your default) are also included in the Order Settings section.

For now, the New Order Form is accessible via a link in the upper right corner of the current New Inspection Form.

The new form will open a new tab so you don't lose any info you may have already entered into the current form.

On the New Order Form you will see an option at the top to make the new order form your default so you don't have the extra step of first accessing the older order form. If you choose to do this, you will still have the option to switch the default back to the old order form if needed.

Once you "Save" or "Schedule" the order everything works the same as it does with the current form.

You will not lose access to the current form at this time. We want to ensure that we do not interrupt your day-to-day operations as you get used to using this new form!