# Commercial Draw Quick Reference

> Every step of a commercial draw inspection on one page: where to click, who does it and the rules to remember.

Product: RAZE Ordering Engine
Runs on: Desktop and tablet. The RAZE Ordering Engine is a web app for desktop and tablet browsers, not a phone app.
Product guides: https://getaraze.com/tools/ordering-engine
Source: https://getaraze.com/tools/ordering-engine-commercial-quick-reference
All guides: https://getaraze.com/tools

## Quick Reference

- Order: Project › New job › Direct Request › Create.
- Draw request: drop in the pay application › check › Save to inspection.
- Inspect: Inspector Portal › Photos, Draw Sheet, Questionnaire › Submit Report.
- Review: Project › Jobs › quick view › accept or reject.

## Before You Start

- The manager works in the Ordering Engine. The inspector works in the Inspector Portal.
- Both run on desktop and tablet. Site photos come from the RAZE Mobile App.

## Step 1: In the Ordering Engine

**Read the project.** Project › Overview. Each block has its own Edit.

**Record a change order.** Project › Budget › Edit › lower one line › Add an item › Save.

**See what changed.** Project › Budget › Budget history › comparison.

**Order the inspection.** New job › Direct Request › Inspector › Job Type › Report Type › Create.

**Enter the draw request.** Draw request details › drop in the pay application › check the lines › Save to inspection.

**Review.** Project › Jobs › quick view › View Report.

**Decide.** Accept or reject a submitted inspection. Accepted shows Lender Approved.

**Get the reports.** Project › Jobs › Download all inspection reports › Generate and download.

**Get the data.** CSV export › choose the columns › Download CSV.

**Set up email notifications.** Project › Workflow › events › recipients › email fields › Enabled › Save.

**Share a report.** Analytics › tick In report › Export PDF, Slides or Send by email.

## Step 2: In the Inspector Portal

**Choose the photos.** Job › Photos › Upload, Filter by tags, Active/Inactive.

![The commercial draw sheet follows the continuation sheet, line by line. Sample data.](https://getaraze.com/images/solutions/commercial/inspector-portal-commercial-draw-sheet-v2.webp)

**Complete the Draw Sheet.** Job › Draw Sheet › Edit › This Inspection, Materials Stored, Retainage, Comment › Save.

**Write the narrative.** Job › Questionnaire › page › answer › Tag Photo › Save.

**Preview and submit.** Job › Overview › Submit Report › read the PDF › Submit Report.

## Step 3: Rules to Remember

**The order survives a skipped step.** Skipping or canceling the draw request step does not cancel the inspection.

**RAZE AI fills, your team checks.** RAZE AI reads the Requested and Materials Stored columns of a G703 pay application and fills the matching budget lines for your team to check.

**Retainage.** Set it as a budget default, type it on the order, or enter it on the draw sheet.

**Line names.** Locked once the project has inspections. Amounts can still change.

**Inactive photos.** They stay with the job and out of the report.

**Final template.** Every exterior first, then the interior. The first four photos are the elevations, and the report carries at least 30 photos.

**Accept or reject.** Only submitted inspections can be accepted or rejected.

**One budget.** The commercial report prints one budget for now.

## Step 4: Get Help

**RAZE support.** Email contact@getaraze.com with the project name and the inspection number.

**Accounts and templates.** Your organization administrator creates accounts. RAZE sets up the report pages and sections to your firm's report.

## Tips

**DO**
- Set retainage on the budget when it is the same on every draw.
- Save your notification set as a template on the first project.
- Compare budget versions before you decide on a draw that follows a change order.

**WATCH FOR**
- Know your approval mode: auto-approve is a workflow setting your institution turns on, and funding stays your decision.
- Commercial inspections are submitted from the Inspector Portal.

## Troubleshooting

**Q: Which product do I use?**
A: The Ordering Engine is the manager's desk. The Inspector Portal is where the inspection is done.

**Q: Is the commercial Draw Sheet the same as the residential one?**
A: No. The commercial sheet follows the continuation sheet in dollars. The residential sheet works in percentages.

**Q: Where do the site photos come from?**
A: Photos taken in the RAZE Mobile App arrive with their time, place, comments and tags. Others upload by drag and drop.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.
