Reference manual
Welcome to the Reference Manual.
This section defines how the product behaves screen‑by‑screen and feature‑by‑feature. If you need precise field definitions, available actions, and the rules behind them, you’re in the right place.
Use this manual when you want authoritative detail, not a tutorial. For step‑by‑step tasks and walkthroughs, see the User guide.
What this manual covers
- Names and locations of screens, panels, and controls.
- Field meanings, formats, defaults, and validation rules.
- Available actions, button behavior, and edge‑case notes.
- Search, filters, and sorting options where applicable.
- Role/permission effects on what you can see or do.
- Links to related concepts and user tasks.
How it’s organized
- Panels — reusable UI panels and their fields and controls.
- Dashboard — widgets, metrics, filters, and refresh behavior.
- Valuations — screens, statuses, lifecycle rules, and validations.
- Quotes — creating and managing quotes; fields and states.
- Requests — intake, assignment, and progress tracking fields.
- Sales — sales records, required data, and workflow rules.
- Searches — search forms, filters, operators, and results table.
- Properties — property record structure, identifiers, and history.
- Attachments — supported file types, upload limits, and actions.
- Email — sending, templates, delivery status, and threading.
- Contacts — contact fields, linking, and deduplication rules.
- Reporting — report types, parameters, and export formats.
- Valuation report — report composition, sections, and controls.
- System administration — roles, permissions, settings, and limits.
Need help?
- For how‑to steps, start in the User guide.
- For access or policy questions, speak to your organisation’s administrator.
- If you still need assistance, contact our support team.