The easiest place to start a new valuation job is towards the top right of the Dashboard
Click “Create job” to start the job wizard and follow the four easy steps. Mandatory fields are marked as “required”.
Always populate as many fields as possible as some will auto-populate the report.
Step 1 - Job details
Enter all the key details about the job and keep a record of the conflict check.
Upload supporting documents at this stage. This can be anything from evidence of your conflict check to the letter of instruction itself. Files supported include PDF, DOC, and PNG.
To progress to the next step, click “Next” at the bottom of the screen.
Step 2 - Building details
Enter the key details of the subject property including address and use type.
Step 3 - Report type
Choose the correct report template for the valuation.
You change the template for job at any time, however this will overwrite any work you have done on the report.
Step 4 - Team
Assign a team to work on the job. Simply select the surveyor and they will receive a notification within the tool that they have been assigned to the job. There is no limit to the number of surveyors assigned to each job.
Click “Create job” to finish setting up a new job. These sections can be edited at any time.
All information during the job set up will be available within the case file along with any uploaded documents.