The Report's Order Form
The Order Form, available in the Assignment PowerView in every TOTAL report, contains all of the basic order info such as the report contacts, subject information, and additional information like an order map and directions to the subject property. To edit the report's order form:
In a report in TOTAL, navigate to the report's order form. Usually the Order Form is the top-most form in your report.
Fill out the details in the report's order form. At a minimum, be sure to select report contacts and fill out the subject property information. To add contacts to your report, do one of the following:
Select the contact from your address book by choosing the contact out of the drop‑down menu for the contact field.
Type the name of the client into the contact field if it's a new contact, place your cursor over the book icon to the right of the field, choose Add from the menu, fill out the contact details, and click OK to save the contact into your address book AND into your report.
If the contact is the same for a particular field as another contact in your report (e.g. client/lender), hover your cursor over the book icon to the right of the field, choose Same As from the menu, and select the contact to copy from elsewhere in your report into the current field.
Order Form/Invoices
Add an invoice to your report at any time using the Order Form/Invoices pane on the left side of the Assignment PowerView.
Click Add Invoice in the Order Form/Invoices pane.
Select the type of invoice from the Add or Remove Forms window.
Click Save & Close.
Once you've added an invoice to your report, select it in the Order Form/Invoices pane to view it from the Assignment PowerView. You can also send a PDF copy of your invoice using your default email application by clicking Send Invoice in the top toolbar.
Export appointments to Outlook
To make it easier to keep track of your appointments, TOTAL includes a feature to export inspection details to Microsoft® Outlook. To export your appointment details to Outlook:
First, simply fill out the Inspection Contacts & Access Information section of the Order form.
Now, click the blue clock icon (
), make any changes to the appointment, then click Export.
That's it! Your appointment has now been exported to Outlook, and is available in Outlook's Calendar.