# Ordering Engine Quick Reference

> Every daily path, rule, and limit in the Ordering Engine on one page, plus how to get help fast.

Product: RAZE Ordering Engine
Source: https://getaraze.com/tools/ordering-engine-quick-reference
All guides: https://getaraze.com/tools

## 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

**Q: Who do I ask for an account or more access?**
A: Your organization administrator.

**Q: What should a support request include?**
A: The Project GUID from the System tab and the version number shown top right.

**Q: Do I need to install anything?**
A: No. The Ordering Engine runs in any current web browser.

## Need Help?

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