Once you have logged in, the first page will be the Dashboard. You can immediately view at glance progress of all valuations in real-time to better manage workloads.
Within the dashboard, each row represents a valuation job and each column is a task in the process. The status on the dashboard automatically updates for each individual task. You can navigate to that task by hovering over that section and selecting ‘Start’ or 'Review’. ‘
You can edit job details by hovering over ‘Job Name’ and selecting edit.
From the dashboard you can also:
- Search for jobs by client name
- Filter jobs by ‘My jobs’, jobs ‘Not started’, jobs ‘In progress’ and jobs ‘Completed’
- Sort by ‘Start date’, ‘Due date’ or ‘Site inspection date’ or the default setting ‘Last edited date’
You can hover over the initials of a team member to view their contact details.
Multiple valuers can work on the same job and access all valuations and documentation anytime, anywhere.