Welcome to Poky.com where we simplify your business so You can concentrate on the important things!

Poky.com - Introduction

From the main menu is where you will enter (manage) new home inspection requests. By clicking on Add New Order that will launch the add new order wizard.

Adding a New Order

Step One: Client Info – This step allows you to collect the clients personal and existing information. The system also allows for a second client to be entered (boyfriend/girlfriend). The items that are labeled in bold are a required field to be filled out before proceeding with the order.

Adding a New Order

Step Two: Property Info – On this page it requires you to enter the information for the home you will be inspecting. Entering search will complete a search on the property to verify if your company has inspected the property in the past.

Adding a New Order

Adding a New Order Step Two: Property Search Results – Will retrieve previous home

inspection property information, and allow you to retrieve the information on this page. You may select the property and continue the order entry or complete the details to create a new property.

Adding a New Order Step Three: Property

Details – Specific information on the property is collected on this page for example: square footage, style of dwelling, age, etc. The information is required to help in establishing the fee’s to charge and to provide the inspector with any concerns the client may have about the property.

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Adding a New Order Step Four: Referral Source –

Allows you to search for selling and listing agents, by entering minimal information. Also, allows you to add a new referral source. Collecting the referral source gives you the option to communicate in ways you have only imagined. By building this database you will be able to market to professionals that you do and do not currently do business with.

Step Four – Referral Source - Once you enter the name of an agent (keep the name short first or last name only) hit the search button. This will bring up a list of all the agents in your database. If the agent is not in your database click create new agent and add them in. We will show you how useful and powerful this information is in another demonstration (named ??????????)

Adding a New Order

Adding a New Order

Step Five: Scheduling/Manage Services - List of services your company offers. Once you have determined the services your client would like, simply check next to the service. The fees for that service will be expanded so you can book a date, time, and modify your fees if needed.

Adding a New Order Step Five: Scheduling/Manage Services - Once a service is selected you

will need to go out to your calendar to see when an inspector is available. At this point we go to the calendar and the next page.

Adding a New Order Step Five: Scheduling/Manage

Services - The left navigation view is of the calendar. The calendar allows you to view one inspector or several at the same time. Once you have established an available date and time you will navigate back to the order wizard.

Adding a New Order Step Five: Scheduling/Manage Services – On the left hand side of the

screen it lists all of the inspectors, by checking there name it enables there calendars. You can manage multiple calendars by day, week, or month. Listed below is a week view.

Adding a New Order Step Five: Scheduling/Manage Services – Month view of calendar

Step Five: Scheduling/Manage Services - Back to the scheduling page you will enter the date, time, the inspector and the various components associated with the service. The fee is then automatically calculated and displayed at the bottom of the screen. You also have the ability to schedule several inspectors for the same or different service at this time.

Adding a New Order

Step Six: Attending/Status - At this stage you indicate if the order is confirmed or pending (in case they need to verify the time etc.), who entered the order and the form of payment. You will also be asking who will be attending the inspection.

Adding a New Order

Step Seven: Order Form - Your almost finished. This is where the complete order details are displayed. Once you have verified that all the information is correct highlight the individuals you would like to email. Specific emails are sent to the various parties involved in the transaction confirming the appointment date, time and the services to be offered. Information considered confidential like fee’s, client contact information etc is not provided in the email.

Adding a New Order

Directions to this property - If the inspector chooses he can log into the system and open the order and get directions to the property to be inspected. The directions are from a set point (the inspection office) to the home to be inspected. This concludes the order entry process.

Adding a New Order