How to schedule an inspection:
If scheduling from quote skip to step 6
Step 1: Select Create Order + in the top right hand corner.
Step 2: Enter the property address first to calculate distance (This will provide available dates/times for that property to be scheduled)
Step 3: Select the desired available date for the inspection.
Step 4: Select the desired available time for the inspection.
Step 5: Select "Enter Appointment".
Step 6: Insert "Entered By" (Who called to book)
Step 7: Choose the inspection type.
Step 8: Insert property information from caller or listing (information is automatically input if scheduling from quote).
Step 9: Insert client information
Step 10: Insert Buyer's Agent & Listing Agent information.
Step 11: Confirm any additional services
Step 12: Add your booking notes and click submit to book the inspection.