This article shows you how to add a Repair Estimate Report(RER) to an order in your ISN from the Online Scheduler, Order Form and Order Grid.

Note: When uploading an inspection report, RERs can only be generated from a PDF file at this time. If you upload your report as a URL, you’ll need to complete the inspection with a PDF file first, then re-complete with a Report URL.
For more info on how to re-complete an order,
click here.

Through the Online Scheduler (v2 or v3)

When you’ve finished setup for the RER, there will be a new service that your clients and agents can select from your Online Scheduler called Repair Estimate Report.

Through the Order Form

When you’re placing an order through your regular order form, you’ll see a new Services control added to your Additional Services tab.
If you don’t have a tab labeled ‘Additional Services’ then the system will place your Services control on the first tab of your order form.

When you check the box for the RER Service on an order, you will be charged $40 on your next invoice. To drive more revenue to your business, we'd recommend selling the RER for $80.

The system will try to automatically determine the amount to charge for the RER and fill it into the fee. The amount is based on the greater of $80 -or- the default amount you have set for the RER fee.
Please note: you can always override the amount put into the "Repair Estimate Report" line item shown below:

When an order is marked as complete and you upload the Inspection Report, the ISN will then automatically send the report file to Porch to generate a Repair Estimate Report.

Through the Order Grid

Under Inspections -- View Inspections in your ISN, you’ll find a new column labeled RER with an indicator icon for each order.
If you don’t have an RER column, hit Settings on the lower left side of this page and drag the 'Repair Estimate Report' option from the Hidden to Visible Info section.

For detailed information on RER Order Status, click here.

You can click on the icon in the RER column to manually order a Repair Estimate Report, if one hasn't been already.
A modal window will pop up for you to confirm purchase of the report, along with any warnings about the order and an explanation of what changes will be made to the order.
Note: If you offer the Sample Repair Estimate Report, you will not be prompted to Purchase anything and it will send them the sample file upon order completion (or immediately if the order is already complete with a report file)!

Once you click Purchase RER, the modal will let you know the request has gone out, and all that's left is to bill the client!

Click the Help me charge my client button in this modal to add the RER fee to the order.

From there, you can send an email template to your agent or client to remind them to submit payment! For more information on how to send an email template from an order, click here.

The system will try to automatically determine the amount to charge for the RER and fill it into the fee. The amount is based on the greater of $80 -or- the default amount you have set for the RER fee.
Please note: you can always override the amount put into the "Repair Estimate Report" line item shown below:

When an order is marked as complete and you upload the Inspection Report, the ISN will then automatically send the report file to Porch to generate a Repair Estimate Report.

You can check the status on your Inspection Grid, or from the Order View screen of any inspection:

If you have any questions, please feel free to reach out to us in Chat, or email us at help@inspectionsupport.net or call us at (800) 700-8112

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