Creating a Job Order

I.  Create

To create a job order, click the “Create Job Order” button in the File Management ribbon.

II.  Sidebar

From the left hand side, you can control the file status of this order.

Simply click the drop down to view the options.

The file status allows you to keep track of the progress for each order.

The left hand-side also allows you to launch the field section and launch the printing window for this order.

III.  Contact Information

Enter the contact information for the Client, Property Owner, and Tenant.

If you want to save this as a new contact in your address book, click the “Plus” sign.

Double check the information and click “Save” when you are ready to add the contact.

You can also import a contact from your address book into the order.

Click the address book icon.

Then, select the contact you want to import, and then click “Choose”.

Use the "Same as Client" or "Same as Property Owner" buttons to quickly add duplicate information.

For example, if the tenant is the same as the client, you can click “Same as Client” in the tenant area.

At the top of the Job Order window you will see several tabs which will help you navigate through the Job Order.

IV.  Property Information

Here, you can duplicate the information from the first tab using the “Same as…” buttons or enter the information manually.

Next enter the property description and the scope of inspection.

This includes details like the year built of the property and the maximum occupancy.

V.  Actors / Recipients

Add the agent and notary information if applicable.

Then set up the “Report and Email Recipients”.

This section lets you set up who will receive a copy of the completed inspection report, and other alerts like payment reminders.

Use the buttons to choose from the contacts entered earlier or enter the information manually.

VI.  Planning

From the “Planning” tab, we will set up some key details.

Use the drop-down menu to assign an inspector.

Click "Generate" to create a report number.

Select which inspections will be performed by checking the checkboxes.

Specify important dates like the order date, appointment date, and report due date.

Notice that as you add or remove inspections to the order, the duration changes.

VII.  Estimates / Invoicing

Click the “Estimates / Invoicing” tab to create and manage the invoice details.

Start by creating an estimate number by clicking "Create an Estimate".

Then, generate an invoice number by clicking "Generating an Invoice"

Set the due date manually or use the numbered buttons to set the due date "X" number of days after the invoice creation date.

Here you can also select who will be billed for the order by using the checkboxes or the address book.

To add specific items to your invoice, click “Add” in the “Order Entry” area.

When the services window opens, select an item from the list.

To edit an already existing item WITHOUT saving the changes to the list of services, click “Edit”.

Here you can change any of the information.

For example, we’ll change the description.

Then, click “Save”.

If you would like to add a new item to the list, click the “Modify” tab, enter the required information and click “Save to Product List”.

Delete an item from the order by selecting it.

Then, click “Delete”.

If your client has submitted payment, click the “Add” button in the payment log area.

Enter the payment method and the amount paid.

The remaining balance at the bottom will change as items are added or removed to the order and as payments are made.

When the order has all the necessary details, click “Save” on the left hand-side.

VIII.  Launch the Field Section

From the sidebar, click "Launch Field Section" to conduct your inspection.

To watch our video tutorials explaining the Field Section and more, click here.