What's New
The right-hand column of the new order form now shows a live summary of the order as you fill it out, replacing the old section navigation buttons. A new
Save as draft
button lets you save an incomplete order without leaving the page.
Why It Matters
You can see at a glance what's been entered and what's still missing, and reference earlier sections while working further down the form. No more scrolling back up to check an address or confirm a price.
Details
  • The right column is wider and still remains pinned while you scroll the form
  • Five section headers with live content:
    Client Details
    ,
    Property Details
    ,
    Agent Details
    ,
    Availability
    ,
    Services
  • Section headers still hyperlink to auto-scroll to that part of the form
  • Sections with nothing entered show
    Not added yet
    so gaps are easy to spot
  • Property Details
    shows the full address along with square footage, year built, and foundation when those values are entered
  • Services
    shows a running line-item table with taxes, discounts, and the order total
  • Availability
    shows the selected date, time with job duration, and assigned inspectors with a
    Primary
    tag
  • Client Details
    and
    Agent Details
    list the first entries with a
    +N more
    indicator when there are additional clients and/or agents
  • New
    Save as draft
    button at the bottom of the column saves the order as a draft and keeps you on the form
  • Drafts still save automatically when you navigate away from a partially filled order form, same as before
image
Note:
The summary panel displays on desktop. On smaller screens the form uses the full width and the panel is hidden.
Timing & Audience
Available now for all users on the new order form.