Overview

This guide covers everything on the new Order form — all fields, the optional sections, and the difference between Save Draft and Create & Approve.

Just learning?

If this is your first Order, start with the quick tutorial instead: Your First Order.

Before You Start

You need permission to create Orders. Team members with the Inspector role have read-only access — the form redirects them back to the Orders list. See Team Roles.
All Teams view is read-only. If you belong to multiple teams and are viewing All Teams, switch to a single team first.
Your services come from your categories. The Inspection Type options, pricing, and add-on services are configured under SchedulingCategories.
Free plan limit. On the Free plan you can only create a limited number of Orders. See Subscription.

Filling Out the Form

Open the Form

Click Orders in the sidebar, then click New Order.

Starting from the calendar

If you open the form from the calendar, the appointment date and time are pre-filled for you.

Client Information

The client details section of the order form — The client details section

Field	Required
Client Name	✅ Yes
Email	Optional (must be a valid email if entered)
Phone	Optional
Contact Type	Optional
Referral Source	Optional

If the client already exists in your contacts, search for them and their details auto-fill. A brand-new client with an email or phone is saved to your contacts automatically when the Order is created.

Need more than one client on the Order? Click Add Client to add additional clients.

Address

Field	Required
Street Address	✅ Yes
Address Line 2, City, State, ZIP Code, Country	Optional

The street address field suggests matches as you type (Google Places autocomplete).

After you enter the address, the dashboard automatically looks up public records and fills in details like square footage and year built, and matches the property type to your configured options where it can.

Service Details

The service type section of the order form — The service type section

Select the Inspection Type. This drives the base price shown in the Pricing Summary.

Depending on how the category is configured, you may also see options for property type, property size, and square footage — each can adjust the price and time.

The add-on services, custom line item, and travel surcharge controls in the order form — Add-on services, custom line items, and travel surcharge

You can also add:

Additional Services — toggle any add-on services configured for the selected Inspection Type to add them at their listed price.
Additional Information — extra options configured for the category.
Custom Line Items — a free-text description, a price, and an estimated time in minutes. Custom items work even without a Inspection Type selected.
Travel Surcharge — calculated automatically from your service area settings; you can override the amount manually.

Appointment

The date and time section of the order form — The scheduling section

Choose the appointment Date and Time — both are required to approve the Order. Click Show availability to see which time slots are open before you pick.

Optional Sections

Assign Team Members (Teams Only)

If you're working in a team account, an assignment section lets you add Inspectors to the Order. Each person shows as Available or Unavailable for the chosen time, with the reason (booked, time off, or a calendar event). Assigned members are notified when the Order is created and approved.

Agent Information

For real estate transactions, add buyer's agent and listing agent details — name, email, and phone for each. Search existing agents in your contacts to auto-fill.

The sidebar with the pricing summary, Create & Approve, and Save Draft buttons — The pricing summary and save actions

The sidebar shows a live Pricing Summary — base price, additional services, custom items, travel surcharge, and total. You can enter a discount code and click Apply.

Below the save buttons, two per-Order preferences start from your account defaults:

Enable automations — automatically send emails and SMS for this Order.
Automatically create invoices — automatically create and send an invoice when this Order is approved.

Save Draft vs. Create & Approve

Action	Needs	Result
Save Draft	Client name only	Saved with Draft status; you return to the Orders list and can finish later
Create & Approve	All required fields (below)	Created with Approved status; you're taken to its detail page

Required to approve: client name, street address, a Inspection Type (or at least one custom line item), appointment date, and appointment time. While anything is missing, Create & Approve stays disabled — hover it to see exactly which required fields are left. If a filled-in field has an invalid value (like a malformed email), you'll be asked to correct the highlighted fields.

Automatic Invoicing

With Automatically create invoices on, an invoice is created and sent as soon as the Order is approved.
With it off, clicking Create & Approve opens a confirmation dialog. It warns that automations referencing the invoice payment link won't work, and lets you switch invoice creation back on before approving.

What You Should See

After Create & Approve, you land on the Order's detail page with an Approved status. From there you can manage invoices, agreements, automated notifications, and activity history — see Editing an Order. For the full status lifecycle, see Order Statuses.

If Something Goes Wrong

The buttons stay disabled — hover Create & Approve to see the required-fields checklist; Save Draft only needs a client name.
"Please correct the highlighted fields" — a filled-in value is invalid (most often an email address). Fix the fields marked in red.
You're sent back to the Orders list when opening the form — you don't have write access (the Inspector role and All Teams view are read-only), or you've reached the Free plan's Order limit.

Your First Order — the quick tutorial version of this page
Editing an Order
Rescheduling and Canceling
Order Statuses

Creating an Order