Your First Order

Overview

Orders are the core of your business workflow in ITB Dashboard. Each Order represents work for a client, at a Property, on a scheduled date.

Creating Your First Order

Navigate to Orders

Click Orders in the sidebar to open the orders page.

The orders list page showing active orders

Create a New Order

Click the New Order button in the top-right corner. You can also click Save Draft at any time to save your progress and finish later.

Add Client Information

The client information section of the new order form — Step 3 — Enter the client's details

Fill in the client details:

Field	Required
Client Name	✅ Yes
Email	Optional
Phone	Optional
Contact Type	Optional
Referral Source	Optional

Enter the Property Address

The property address section of the new order form — Step 4 — Enter the address

Provide the Property address. The address field supports autocomplete via Google Places.

Field	Required
Street Address	✅ Yes
City, State, Zip	Optional

Property lookup

After entering an address, you can use the property lookup feature to auto-fill property details like year built and square footage.

Select Service Type

The service type section of the new order form — Step 5 — Choose the service

Choose the Inspection Type for this Order.

Depending on your service category configuration, you may also see options for property type, property size, additional services, and additional information.

Set the Schedule

The scheduling section of the new order form — Step 6 — Pick the date and time

Pick the appointment date and time.

Field	Required
Appointment Date	✅ Yes
Appointment Time	✅ Yes

Review and Save

The sidebar with the pricing summary and the Create & Approve button — Step 7 — Review the pricing summary and save

Review the details and the pricing summary shown in the sidebar, then click Create & Approve. The Order is created with Approved status and you'll be taken to its detail page.

Agent information

Before saving, you can also attach buyer and listing agent details in the Agents section.

Once saved, the Order appears on your calendar and in your orders list. Any automated notifications you've configured will be scheduled based on the appointment date, and if automatic invoicing is enabled an invoice is created as soon as the Order is approved.