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Help Center » Base and Plus » How to create a draft order

How to create a draft order

You asked, and we listened! You no longer need an API to create draft orders, you can now create them through our new Web Portal.

What is a draft order? Think about it as a placeholder, as a manager, you enter the property details to save time and make it easy for your users to submit their scans for the correct properties. Through your settings, you can also make sure that your collaborators can only submit scans for the properties you have created the drafts for.

It’s very simple. To be able to create a draft order you must have a manager role and follow the steps below:

  1. Log in to your account from the website
  2. Click on Create Order on the left of your screen
  3. Click on “From Scan”
  4. Enter the address (the user can change it on their App before submitting it if needed)
  5. Select the user’s email (this way the order will appear on their phone)
  6. Select the turnaround time, remember that the Express 6h option has an extra fee.
  7. Select the order type (Base or Plus)
  8. Click on Send

After the draft order has been submitted, it will appear on the user’s phone. At the moment, the user does not get any type of notification once the draft has been created.

The user just needs to log in and create the scan from the draft order or attach an existing scan to the draft before they can submit it.

Create Order from scan

Create a draft order

Draft order on the phone


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