Work with XSite Orders |
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XSites provide a number of power order management functions you can use to keep track of your appraisal work, keep your clients up to date, and generate invoices with just a few clicks. To access the order manager on your XSite, click Orders in the left pane inside Business Management.
Once you’ve entered your XSite’s order manager, you have a lot of options to find the orders you need:
- Your web-based order management system first shows you a list of all your open orders with their present, or most recent, status and some high-level statistics about orders on your XSite.
- While viewing this list, you can sort it by clicking a column heading.
- You can view orders based on their status by clicking a status item from the left side of the screen.
- To limit the orders to just those received from a particular client, pick that client from the drop-down list.
- Similarly, to limit the orders to just those assigned to a particular appraiser, pick that appraiser from the drop-down list.
- If you have too many orders to fit them all in one screen (as designated by the page numbers in the upper right corner of the screen), just click one of the available arrows or enter a page number.
- To view the details of an order or take action on it, double-click it.
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