Ordering Engine Quick Reference
Every daily path, rule, and limit in the Ordering Engine on one page, plus how to get help fast.
Quick Reference
Repeat draw: Project › Jobs › Add Inspection › Quick - repeat last.
New requirement: Project › Jobs › Add Inspection › Custom.
Recurring draws: Project › Workflow › Order Inspection.
Approve or reject: Jobs table › Action column.
Before You Start
You can log in at order.getaraze.com.
Step 1 — Daily Paths
Find a project
Search bar, at the top of every page.
Create a project
+ Add Project, then four steps.
Change a borrower or contractor
Project › Overview › Parties & Contacts › Edit.
Import a budget
Project › Budget › Download Template › Load Budget.
Upload a document
Project › Documents › Upload.
Name a specific inspector
Direct Request on Quick, Custom, or Workflow orders.
Get status alerts
Project › Workflow › Setup Notifications and Alerts.
Open a job
Jobs table › eye icon.
Attach an outside report
Job › Overview › About › Report › upload icon.
Update a contact
People › record › Edit.
Run a report
Analytics › preset report, or ask a question.
Do any of these by typing
Ask AI, at the top of every screen.
Step 2 — Rules and Limits
Budget
Line percentages must total exactly 100%. Imports use Name, Percent, Amount, Comment.
Documents
PDF, DOC, DOCX, XLS, XLSX, up to 10 MB each. No version history.
Inspection names
50 characters. Variables: ST, ISD, PN.
Final template
25 photos minimum before the inspector can submit.
Draw Sheet
Current % can never exceed Available %. Approval moves it into Previous %.
Quick - repeat last
Unavailable until a project has its first job.
Automations
Check the total number of jobs before saving.
Institution and budget
Hard to change once inspections exist.
Step 3 — Get Help
RAZE support
Email contact@getaraze.com with the Project GUID (System tab) and the version number (top right).
Accounts and permissions
Your organization administrator creates accounts and sets roles.
Tips
DO
- •Get the Institution and budget right at creation.
- •Automate predictable draw schedules.
- •Ask inspectors to tag photos to questions and draw lines.
WATCH FOR
- •Know your approval mode: manual or auto-approve.
- •Read the Ask AI preview before you confirm.
Troubleshooting
Lender workflow
- Quick reference (this guide)
Use this guide with AI.
Ask RAZE AI here, or hand the plain-text guide to the assistant you already use.
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