New Order File # {{fileNumber}}
Cancel
Converting quote {{sourceQuoteRef}} Property, client, report type, added services and fee are pre-filled from the quote. Due date and assignment are not — a quote carries neither. Creating the order writes the client snapshot and stamps the quote as converted in the same transaction.
Order {{fileNumber}} created. Snapshot frozen as {{createdPerson}} · {{createdOrg}}.
Open order
New Appraisal
New Quote
P

Property

{{a.line1}}{{a.line2}}
Canadian addresses only
Duplicate Address Verification
{{d.address}}File # {{d.fileNumber}}
No previous orders found at this address.
Show Fields: | Custom
R

Report

{{c.person}}
{{c.desc}}
No client matches. New clients are created in the Clients section, not here. Open Clients →
Recorded on this order at creation
Client{{orderedByPersonName}} Firm{{orderedByOrgName}}
Both are written once, at creation. If this person later moves firms, this order keeps reading {{orderedByOrgName}}. View client details →
{{rt.label}} Current
+ Create “{{reportTypeQuery}}” Saved to the report type list for every future order
{{c.person}}
{{c.desc}}
No client matches. New clients are created in the Clients section. Open Clients →
{{row.selectedPerson}} {{row.selectedOrg}} · frozen on this order at creation
$

Fees & Cost

DescriptionFee
Total: {{totalFeeDisplay}}
SuMoTuWeThFrSa
SuMoTuWeThFrSa
A

Assignment

Assign Appraisal for {{address}}
{{modalCurrentUserLabel}}
AppraiserLicenseYrsCapacityLocationDistanceFee
{{m.initials}} {{m.name}}
{{m.license}} {{m.yrs}} yrs {{m.capacity}} {{m.location}} {{m.distance}} {{m.fee}}
i

Tags & Notes

{{t.label}}
{{n.text}}
Notify {{n.notifyRole}} · {{n.remindLabel}}
Drag & drop files to attach, or browse.
Create this order
Property{{confirmAddress}} Report{{reportType}} Due{{confirmDue}} Fees{{totalFeeDisplay}}
Frozen at creation, never rewritten
Ordered by{{confirmPerson}} Firm{{confirmOrg}}
An order cannot be created without a client. Attach one in “Who ordered the report?”, or add them in Clients first.