VOW Help Centre

Create a job ​

Included with every subscription

Before you start ​

  • Your role needs Create new valuations. If you do not have it, Set up users shows how an administrator gives it to you.
  • Have the property address, the client's name, the fee, the valuer and what the valuation is for. You can save the job without them and fill them in later if you choose.

Create a job ​

  1. Open Valuations from the main menu and click New job. If your company uses projects, choose Valuation from the menu that opens. The job form opens on the Details tab.
  2. Under Address, click Search and type the property address. Pick the match. The street, suburb, state, postcode, LGA, legal description and area fill in. Type the fields by hand only when the address is not found.
  3. Under Contacts, click + Add contact and start typing the client's name or email. Pick an existing contact and click Add selected contact, or click + New contact, enter at least their name, and save. The first contact added is the instructing party and receives the invoice.
  4. Under Invoices, enter the Report fee (ex. GST). GST is added when the invoice is created.
  5. Open the File tab. Under Valuation information, choose the Valuer and the Category, such as Residential.
  6. Under Valuation type, choose the Report purpose, such as Mortgage. A Report type with its own turnaround moves Date due, and VOW asks before it does.
  7. Click Save, or press Alt+S. The job gets its Job ref and the job form's title shows it.
Creating a job
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Invoices, workflows and attachments need a saved job, so save before you add any of them.

A job from a quote ​

When the client accepted a quote, the job already exists, with the client, the property, the fee, the valuers and the notes filled in. Open it from the quote's Open job button, or find it on the Valuations page. See Accept a quote, and Link a quote to a job for a job that was created first.

A job from a request ​

A work request converts into a job from the requests page, with the request's address, contacts and attachments carried across. See Request editor.

What you should see ​

The job is in the New column of the column view, under the valuer's name, with its job reference and the property address on the card. Open it and the Details tab shows the client under Contacts and the fee under Invoices.

Next ​

Find a job. For every field on the Details and File tabs, see Working with valuations.