VOW tutorials

Each module lists its lessons in the order you do the work.

If your company is still being set up, start with System settings and configuration. Each lesson's Before you start names the permission it needs. An administrator gives permissions in Set up roles and Set up users.

Valuations

• Working with valuations
• Create a job
• Find a job
• Update a job
• Run a workflow on a job
• Add supporting sales
• Generate the report
• Invoice the job
• Send an email from a job
• Job attachments and history
• Complete a job

Attachments

• Working with attachments
• Upload files to a job
• Find and open a file
• Organise files
• Edit a file with VOW Helper
• Photos for the report

Email

• Working with email
• Send an email from a job
• Email a contact
• Attach files to an email
• Use an email template
• Apply a sensitivity label
• Find an email you sent

Leases

• Working with leases
• Create a lease
• Edit a lease
• Find a lease
• Use a lease as rent evidence

Properties

• Working with properties
• Find a property
• Build a full search
• Work with the results
• Open a property card
• Reuse a search
• Export the results

Quotes

• Working with quotes
• Create a quote
• Edit a quote
• Price and send a quote
• Accept a quote
• Link a quote to a job
• Reject, cancel or reopen a quote
• Find a quote
• Quote attachments and history

Reporting

• Working with reports
• Run the income report
• Run the resale report
• Run the time tracking report

Requests

• Working with requests
• Read a request
• Create a request
• Accept a request
• Reject a request
• Find a request

Sales

• Working with sales
• Find a sale
• Work with the results
• Add or analyse a sale
• Edit or delete a sale
• Use a sale as evidence

Time keeping

• Working with time keeping
• Track time with the timer
• Log time by hand
• Edit or delete a time entry
• Review your day and week
• See the time on a job