Working with valuations

Included with every subscription

A job is a valuation your company has been instructed to do. It holds the client, the property, the valuer, the dates, the fee, the evidence, the report and the invoice. The Valuations page lists every open job, and the job form is where you work on one.

From instruction to completed job

1. Record the instruction. Click New job and enter the property, the client, the fee and the valuer. The job is New.
2. Work the job. Add the contacts, record the inspection, add supporting sales, and change the job's status.
3. Write the report. Choose a template on the Report tab, edit the draft, and finalise it.
4. Invoice the client. Click Auto invoice for the report fee and record the payment when it arrives.
5. Complete the job. Sign off on it and set the status to Completed. VOW checks that the value, the valuer, the purpose, the fee and the client are all there, and the job leaves the active list.

From instruction to completed job in one take

Before you start

• Your role needs See the valuation menu item and View and search for valuations. Without them, Valuations is not in your main menu. Set up users shows how an administrator gives them to you.
• Open Valuations from the main menu. It opens in the column view, with one column per status and the jobs still in progress. Completed and cancelled jobs are hidden until you turn on Show archived in the table view.

The statuses and what they mean

Your company keeps the list of job statuses under Settings | Lists | Job statuses, so yours may differ. VOW comes with these.

Status	What it means
New	The instruction is recorded and nothing has happened yet.
Pending inspection	The inspection is booked or waiting to be booked.
Inspected	The property has been inspected and the report is being written.
Ready for review	The report is drafted and waiting for a supervising valuer.
On hold	The job is waiting on something outside the company.
Completed	The report has gone out. The job is archived.
Cancelled	The instruction was withdrawn. The job is archived.

To change a job's status, drag its card to another column or choose a Job status on the File tab. The first five are active statuses and their jobs show in the column view. Completed and Cancelled are archived statuses. A job in one of them leaves the column view, and the table shows it only with Show archived on. VOW checks a job before it allows the move to Completed. Complete a job lists what it needs.

The dates on a job

Date	What it records
Date in	The day the instruction arrived. Set to today when the job is created.
Date due	The day the report is due. Filled in from your company's turnaround setting, and changed when a Report type with its own turnaround is chosen.
Delay advised and Now due	When the client was told the report will be late, and the new due date.
Date out	The day the report went out.
Inspection date and Inspection time	When the valuer inspected the property. Both appear on the report.
Valuation date	The date the valuation is made as at. It is searchable and appears on the report.

Who does what

• Valuer does the valuation and signs the report. The job appears on their dashboard and under their name in the column view.
• Supervising valuer reviews the valuer's work, where your company uses one.
• Additional valuers help on the job and can see it as their own.
• Assignee manages the job from the office side, usually the person who took the instruction.

Each of these is a person in your company. The client's people, such as the instructing party, the lender and the borrower, are the job's contacts, covered in Update a job.

The lessons in order

Each lesson starts where the previous one finished.

1. Create a job
2. Find a job
3. Update a job
4. Run a workflow on a job
5. Add supporting sales
6. Generate the report
7. Invoice the job
8. Send an email from a job
9. Job attachments and history
10. Complete a job

For every tab, panel and field in the job form, see the Working with valuations reference. For the table and the column view, see Valuation table view and Valuation column view.