A new valuation job can be created by selecting ‘+ Create job’ towards the top right of the Dashboard.
Start the job wizard by selecting the valuation type you wish to carry out (either single or portfolio) and follow the five easy steps. Mandatory fields are marked as “required”.
Tip: Fill in as many fields as possible to save repetition of data entry when writing your report and terms of engagement
Step 1 - Job details
Enter all the key details 'Job Details’, ‘Client Address’, ‘Client Details’, ‘Billing Address’.
Upload supporting documents, for example, evidence of your conflict check, letter of instruction itself or the tenancy schedule. Files supported include PDF, DOCX, XLSX, JPEG, JPG and PNG.
Details at this stage will be drawn through the tool which will auto-populate key job information.
To progress to the next step, click “Next” at the bottom of the screen.
Step 2 - Building details
Enter key details of the subject property including address and use type.
The map will auto update highlighting a pin of the entered postcode.
Step 3 – Terms of Engagement
Choose the correct Terms of Engagement template.
You can change the template for each job; however, this will overwrite any work you have done on the Terms of Engagement document so far.
Step 4 - Report type
Choose the correct report template from your bank of templates.
You can change the template for job; however, this will overwrite any work you have done on the report so far.
Step 5 – Team
Assign a team to work on the job. Simply select the surveyor and they will receive a notification within the tool. There is no limit to the number of surveyors that can be assigned to each job.
Click “Create job” to finish set up. These sections can be edited at any time.