The following fields are found in the Main panel.

• Name: Enter a name for the new application.

• Location: Enter an address or use the map to select the geographic location or address.

The following fields are found in the People panel.

• Add People: Click to add an additional person to the application.
• more/less: Click to view more or less people fields.
• Remove: Click to remove a person associated with the application.
• Use My Info: Click to automatically enter the information from your user account into the corresponding fields.

• Roles: Select one or more roles from the drop-down list. A role is a unique identifier representing a position or job definition.
• Name: Enter the name of the person you are adding to the application.
• Address: Enter the address associated with the selected person.
• City: Enter the city where the address is located.
• State: Enter the state where the address is located.
• Zip: Enter the zip code where the address is located.
• Home Phone: Enter the home phone number.
• Cell Phone: Enter the cell or mobile phone number.
• Email: Enter the email address used by the person.
• Comment: Enter any additional information or comments about the person or role code.

The following fields are found in the Case Data panel.

NOTE: Fields will vary depending on the type of application selected.

• Enter New Construction SQFT (Quantity): Enter a number or select a number using the arrows.
• Estimated Cost of Construction (Currency): Enter a dollar amount.
• Estimate Start Date of Construction (Date Value): Enter a start date or select it using the calendar icon.
• Job Description (Comment): Enter any comments as desired.

The following fields are found in the Contractor panel.

• Add Record: Click to open the Add Contractors panel.
• Add Contractors panel: Select the check box by one or more contractors to add them to the application.

The following fields are found in the Rel Docs panel.

• Required Documents: Click to view a list of required items for this application type, if any.

• Drop Here: Drag and drop applicable files into this field to upload them or click Add to search your computer for the desired attachment.
• Label: Enter a name or label you want the attachment to have. If required documents are set up, there is a drop-down list to select from.

The following fields are found in the Payment panel.

• Deposits: This section shows any deposits automatically assigned depending on the type of application selected.
• Fees: This section shows any fees automatically assigned depending on the type of application selected.
• Payment Amount: The payment amount displays automatically in this field.
• Accept payment terms and conditions (hyperlink): Click this link to view the payment terms.
• Accept payment terms and conditions (check box): Select this check box to accept the payment terms.
• Pay Now: Click to make a payment.
• Submit: Click to submit the application and open the summary page.

The following buttons are found on the majority of the panels during the application workflow.

• Cancel: Click to cancel the action.
• Clear: Click to clear the criteria entered.
• Previous: Click to go back to the previous section.
• Next: Click to go to the next section.