Updated Order Form (New Inspection Form)

We recently started releasing a new experience for the internal

Order Form

(New Inspection Form) with a cleaner UI and improved mobile browser experience. It also paves the way for several new features including some customization controls for Spectora Advanced users that will be released in the near future.

The new form will be available for most non-Advanced companies starting tomorrow (3/7/25).

Note:

Using this new version of the Order Form is optional and only available to companies not using Spectora Advanced at this time. Reinspections are not yet supported via the New Order Form.

What's new Now?

Video Walkthrough

The
New Order Form
now has each section clearly lined out and a new navigation menu on the right side for quickly jumping to any section you need to. You can of course still scroll between them if that is your preference.

Referral Source
now has it's own section directly below the Client section
The
Property
section now shows the property photo and ancillary info directly over the entry.

The
Services
section now provides a cleaner layout especially with regards to any manual edits to entries.

The
Order Settings
section (previously Miscellaneous) also got an update so it is easier to see and work with any Custom Scheduling Fields you have. We also made a small change so that if your order has the "Confirmed" checkbox selected the "Save" button now reads "Schedule" for improved clarity when booking.
Integrations
options and the selector to use a
V10 report
(if it isn't already your default) are also included in the Order Settings section.

How can I use this?

For now the New Order Form is accessible via a link in the upper right corner of the current New Inspection Form.

The new form will open a new tab so you don't lose any info you may have already entered into the current form.
On the New Order Form you will see an option at the top to make the new order form your default so you don't have the extra step of first accessing the older order form.

If you choose to do this you will still have the option to switch the default back to the old order form if needed.
Note:
Reinspections are not yet supported with the New Order Form. Please make sure to have the Legacy Order Form set as default if you need to book a Reinspection.

Once you "Save" or "Schedule" the order everything works the same as it does with the current form.
You do not lose access the current form at this time. We want to make sure that we do not interrupt your day to day operations as you get used to using this new form.