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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