When offering different types of inspections, it's necessary to recognize them on every order, that's why this Control is enabled by default in the Order Form within the Property Info Tab.
In the event where you would like to change the Inspection Type Control location in your Order Form, or it gets deleted by accident, you can follow the steps of this article to know how to Add Controls to the Order Form.
Before adding the Control, you will have to make sure that your Inspection Types are created in your ISN. If you have not created them or there are missing items, you can use this link to know how to Add Inspection Types.
These are the Inspection Type Control settings that you have to set up before adding it to the Order Form Sections:
1.- This is a preview of how this Control will look in the Order Form
2.- The Control Dropdown (here is where you select the Control to add to your system)
3.- What you would like to name the Control in your ISN
4.- Short description, which will only be visible to the users with permission to edit Controls
5.- This field is to name the Control on the Order Form
Once you have finished setting up the Control, click on the Add Control button to save it.
Next, you will be sent back to the Order Controls. Now, if you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
Once the Inspection Type Control is added to your Order Form, you can use the dropdown menu to select the required option:
Inspection Types are very useful, which should help you during the scheduling process, before and after the inspection is completed.
Below are some of those features are:
... and more!
Also, with the Inspection Type replacement value, it's easier to automatically add the information from each order to the Agreements, the Email Templates, etc.
For the Online Scheduler, the Inspection Type will not be visible to the user. You can associate the Inspection Type with the Services offered in ISN by opening your Services & Packages settings (Settings --> Office Settings --> Inspection and Fee Settings --> Services & Packages):
Now, identify the Service that you would like to associate with the Inspection Type, click on the Edit button in the Inspection Type (5th column), and in the Inspection Type dropdown select the most appropriate one for the Service and click Save:
After the setup is completed, when the clients are in the scheduling process and select the desired Service in the Online Scheduler, the associated Inspection Type will be automatically added to the order.
If you have any questions about this information please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.