improved
Scheduling
New Order Form: Live Order Summary and Save as Draft
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 yetso gaps are easy to spot
- Property Detailsshows the full address along with square footage, year built, and foundation when those values are entered
- Servicesshows a running line-item table with taxes, discounts, and the order total
- Availabilityshows the selected date, time with job duration, and assigned inspectors with aPrimarytag
- Client DetailsandAgent Detailslist the first entries with a+N moreindicator when there are additional clients and/or agents
- New Save as draftbutton 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

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.