Order Form Checklist

Order Form Check Sheet

Subject Property:

___ Address is validated

___ If NOT able to validate, you have made sure this is a legitimate address (either by locating it in MLS OR Google, or justifying it as new construction)

___ If NEW Construction without a validated address, obtain driving directions or cross streets.

___ You have NOTED your actions to make sure this address is legitimate in the order, and provided directions where applicable.

___ Mileage and subsequent travel time is sufficient from point a to point b

___ If NOT, You have obtained approval for this and noted it in the order

___ Mileage is within the company’s designated service area

___ If NOT, You have obtained approval for this and noted it in the order

Property Info:

___ You have chosen the most ACCURATE and FITTING “Inspection Type”

___ You have confirmed Year Built, Square Footage, Foundation, Utilities (City/Public/Septic/Well), Outbuilding/Detached items with the caller

___ I have asked (if applies) regarding additional services: Termite, Radon, Thermal Imaging, Chimney Scan, Pool/Spa, Mold, etc...

Client Info:

___ I have entered in the appropriate client role for the order

___ I have entered in the first and last name of the client and verified accurate spelling of their names

___ I have entered in the client’s email address & read it back to them double checking spelling

___ Client doesn’t have email, so I’ve entered in “None” into that field, or noted it in the in the Inspection Notes

___ I have entered client’s phone#, please put this in Mobile area & check the SMS Events Box under it

Realtors:

___ I have entered in the buyer’s agent first and last name

If there isn’t one, or it wasn’t obtained, I have noted this in the inspection notes

___ I have entered in the buyer’s agent email address

___ I have entered in the buyer’s agent cell phone number

___ I have checked the “Send SMS EVENTS” box under the agent’s mobile phone field

___ I have entered in the buyer’s agency NAME AND ADDRESS

___ If the home is FSBO I have obtained a seller name and phone number

___ If the home is NEW Construction NOT listed with an agent, I have obtained a name and phone number for a contact with the builder

___ I have entered in the seller’s agent first and last name

If there isn’t one, or it wasn’t obtained, I have noted this in the inspection notes

___ I have entered in the seller’s agent email address

___ I have entered in the seller’s agent cell phone number

___ I have checked the “Send SMS EVENTS” box under the agent’s mobile phone field

___ I have entered in the seller’s agency NAME AND ADDRESS

Referrals, Occupancy & Attendance:

___ I have obtained how they heard about us

___ I have obtained who is attending

___ I have obtained occupancy and verified utilities are on in the home

___ If applicable (See Below), I have attempted to or have acquired access instructions and if pending, noted it in the order inspection notes.

Inspectors/Date and Time:

___ I have added in the correct inspector, and checked the box if they requested certain inspector

___ I have added in 3rd parties where applicable

___ I have booked within scheduled parameters and time blocks

___ I have booked in a time slot sufficient for the square footage and travel needed for this inspection.

___ I have made sure this is a LEGITIMATE TIME SLOT (NOT in the past, not in a different month, year or week) as intended.

___ If the appointment is SAME DAY, or NEXT DAY after inspectors schedules have been sent, I have obtained approval and noted this in the order.

___ I have made sure I have booked the correct DATE and TIME by reading this info FROM THE ORDER at the end of the call.

Fees:

___ I have made sure that each service I have selected has been charged a fee

___ I confirmed this by reading through the line items with the client, and providing them a grand total

___ I have went over forms of payment accepted

___ I have went over the service agreement as well as the confirmation email they will receive

___ I have used the notes field in the fees to specify discounts, detached structures, etc.

FROM THE ORDER OVERVIEW SCREEN:

___ I have made sure email confirmations are queued to go out

___ I have made sure vendor requests for services HAVE WENT OUT

___ I have obtained the order number, date booked, and placed it on the QC spreadsheet

Cancellation Checksheet

If inspection is SHORT NOTICE Cancelled (SAME DAY)

___ Please note order who called in to cancel reason for the cancellation

___ Text message the inspector

___ Text message OR Call The Vendor

___ Send Cancellation Emails

___ Call Showing Service & Cancel w/them - If applicable

___ Add to SE under cancellations & Re-Schedule area

Reschedule, or Service Change Checksheet

___ Please note order who called in to r/s and reason for the r/s

___ EMAILS NEED TO GO OUT STATING THE APPT HAS BEEN RESCHEDULED

*VENDOR EMAILS ARE IMPORTANT, IF THEY DON’T GET THE NOTIFICATION, they will go out at the originally scheduled time

___ Access if we have previously obtained, needs to be rescheduled accordingly

___ Add to SE under cancellations & Re-Schedule area