Create a new order

To create a new order:

1. From the Orders tab of Titan Office, click New in the toolbar on the upper left.

   

2. At minimum, enter the Client, Order Date, Property Address (including the street address, city, state, country, and ZIP), and Due Date. When you're creating a new order, there are a few things to keep in mind:
   • There are dropdowns for Appraiser, Supervisor, and Lender which are pulled from your Contacts database. These contacts must be created as individuals (not companies) in your Contacts.
   • If possible, it's a good idea to assign an appraiser to the order when you're creating it. You won't be able to schedule an inspection until an appraiser has been assigned.
   • Click Select Client to choose a contact from your Contacts database or create a new one. If you select Create New Client, we recommend entering as much detail as possible.
   • The selections in the Job Types dropdown are pulled from the Jobs Types list in Office Settings.
   • Payment options in the Payment Method dropdown are pulled from Payment Options in Office Settings.
3. When you're finished, click Save on the upper right.