Scheduling in Acuity
Scheduling in Acuity
Go to Acuity
Log In
Open the Order Form
Scroll to select the correct report and the assigned appraiser
Enter the date of the inspection
Enter the time of the inspection (be sure to add am/pm)
++ IF THIS TIME SLOT IS BOOKED BY SOMETHING ELSE, CREATE A CUSTOM SLOT WITH THE DATE AND TIME
TEXT FIELDS --
APPRAISER NAME -- FILE NUMBER --
Client Name
Client Phone
Client Email Address (DO NOT enter this information if this is a LAND ONLY report)
Form Notes - Paste the entire NOTES page from the client file to this section
Address - Add Inspection Address
SCHEDULE
SAVE