Section 2 - Daily Operations

1. Homepage Overview

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

2. Job Management

• Performing a Valuation
• Create a New Job from an Email
• Overview of the Job Card
• Job Card Buttons
• Understanding Job Card Fields
• Exception Fields

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3. Sales & Leases

• Sales Tab
• Sales Evidence Window
• Lease Tab
• Lease Evidence Window
• Adding a Sale or Lease to the Database

4. Searching Jobs

• How to Search for a Valuation
• Customising Valuation Search & Display

5. QA & Peer Review

• QA Card Overview
• Valuer Restrictions and QA Rules
• Summary Tab
• Valuations Tab
• Checks Tab
• Common QA Compliance Errors and Fixes

6. Valuation Analysis

• Analysis Tab
• Fixed Field Analysis
• Flexible Field Analysis

7. Generating a Report

• Generating a Report
• Substitute Report

8. Job Status Window

• Overview of the Job Status window
• Job Status Tab
• Job Workflow Statuses
• Job History Tab
• Inspection Appointment Tab

9. Quote Module

• ValuePRO Quote Module Setup Guide