Getting Started

What You Will Need

• Programs Required

Logging In

• Accessing Client Portal
• Login Page
• Workstation Activation
• Workstation Activation Troubleshooting

Setup ValuePRO

• Setup a Company
• Setup an Office
• Setup Users
• Divert Incoming Emails into ValuePRO (optional)
• Divert Incoming Faxes into ValuePRO (optional)
• Divert Voice Mail into ValuePRO (optional)

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Importing Data From Another System

• General Approach
• Importing from PropertyPRO
• Importing from Systems other than PropertyPRO
• Importing from Excel and Access Job Registers
• Importing Legacy Word, PDF and Photos
• How to send your data to us

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Standard Edition

General

• Backups and Disaster Recovery
• Can or Should I Host ValuePRO on my own Equipment?
• Configure Internet Explorer to work with ValuePRO
• Motor Vehicle Valuation Reports
• Overview & Pre-installation Requirements
• Peer Reviews and Senior Valuer Approval

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Integration With Other Software/Services

• Xero Integration
• VMS Integration
• Valex Integration
• TallyLINK Integration
• RP Data Integration
• QuickBooksLINK Integration

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Search Valuations Menu

• Customise Search Tab
• Customise Display Tab

Current Jobs Menu

• Work In Progress Tab
• To Be Paid Tab
• Review & Approve Tab
• My Current Jobs Tab
• Calendar Tab

Job Card

• Overview
• Manually Registering a New Job
• Job Card Buttons
• Substitute Report
• Field Tabs
• Sales Tab

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Job Status Window

• Job Workflow Statuses
• Overview
• Job Status Tab
• Job History Tab
• Inspection Appointment Tab

QA Card

• Valuer Restrictions and QA Rules
• Summary Tab
• Valuations Tab
• Checks Tab

Report Template (RT)

• EXCEL - Conditionally hiding/deleting rows & columns
• EXCEL - Merge fields/ Field tags
• EXCEL - Writing back from an Excel formula/cell to a VP field using VPRightBack
• GENERAL - Editing an existing Word or Excel template
• GENERAL - List of VPDel conditions
• GENERAL - Upload an RT

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iOS Edition

OVERVIEW

• Sneek Peek - Augmented Reality Room Measurement for iPhone & iPad
• Guided Tour - ValuePRO for iOS App
• Guided Tour - ValuePRO for iPhone
• Release Management

Navigation

• Sending a Log file or Database files to Support
• Maintenance Menu
• Settings
• Sale Details
• Sales Comparison
• Occupancies

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Sketching

• iPad Sketching - Overview
• Sketching – Settings
• Sketch Toolbar
• Stencils
• Area Type Summary
• Adding New Points

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Synchronisation

• Downloading Jobs - Lazy Loading
• Syncing Data and Locked records
• Document Annotation
• Continuous Updates

Office Edition

Overview

• Guided Tour - ValuePRO for Microsoft Office

ValEx

General

• Submitting an Address Update

Workflow Errors

• Send Report / Report Approved for Release
• Inspection Appointment Delayed
• Valuer Allocated
• Instructions Accepted/Declined

Workflow Updates

• Send Report / Report Approved for Release
• Inspection Contacting Status
• Remove Action Update
• Action Update
• Inspection Completed
• Inspection Appointment Delayed

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VMS

General

• Submitting an Address Update

Workflow Errors

• Send Report / Report Approved for Release
• Inspection Appointment Delayed
• Valuer Allocated
• Instructions Accepted/Declined

Workflow Updates from VMS

• Cancelled
• Awaiting Cancellation
• Valuation Reassigned
• Amendment Required
• SLA Exceeded
• Documents Collected

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Workflow Updates to VMS

• Send Report / Report Approved for Release
• Documents Collected
• Add Note Request
• Inspection Completed
• Inspection Appointment Delayed
• Inspection Appointment Made

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General

Application Architecture

• Web Edition Architecture
• Product Roadmap

Setup

• SPF Records

FAQ

• Set up a Valuer for a LIXI Partner
• Sending the iPad Database to ValuePRO

Snapmap

About SnapMap

• SnapMap