Step by Step Instructions
Step 1: In HIP Office browse to Orders->New Order Wizard
Step 2: Create a new Client or choose a client from the list.
Step 3: Create a new Agent or select one from the list if needed. Click Save and Next.
Step 4: Start to type the property address and select the address when it shows in the drop-down list.
Step 5: Use the Fetch property Details from Realtor.com to pull in information. Click Save and Next.
Step 6: Select the primary service and any add on services. Click Save and Next.
Step 7: Use the Date and time pickers to set the schedule for the inspection. Click Save and Next.
Step 8: Review the fees on the Fees tab. If they look incorrect, click the Recalculate Fees button. You can also type in the fees if needed. Click Save and Next.
Step 9: Review the settings for contract and payment and change as needed. You can also select any integrations or turn off auto-send for any specific emails on the Settings Page. Once finished, click Save and Next.
Step 10: Review all of the information on the Summary Page. Once you are satisfied the information is correct, click Create Order.
Contact Support
If you have any questions, please feel free to give us a call at (800) 750-4777, or you can email us at [email protected] or open a chat in the bottom right corner of our main website or HIP Office!