Streamline your appraisal workflow with Valcre’s intuitive job creation and management system. This guide walks you through every step, from setting up a new job to finalizing reports and exporting documents. With automated job numbering, seamless property and client linking, and integrated financial tracking, Valcre ensures efficiency and accuracy in every appraisal. Optimize your process, reduce administrative overhead, and stay on top of deadlines; all within a centralized platform designed for appraisers.
If this is the first job created in a fresh office (with no prior jobs), you must set your preferred job numbering format in the Job Number field.
Option 1: Starting from scratch with no preferred job numbering format
Alphanumeric
Enter a prefix (letters) followed by a hyphen and the first job number you want to use
Example: Enter ABC-17001 → the next job will be ABC-17002, and so on.
Numerical
Enter a starting number without a hyphen
Example: Use: 20571, not 20-571
The system will increment numbers sequentially (20572, 20573, etc.).
Option 2: Flexible Formatting
If you already have a preferred format, Valcre supports a wide variety of styles. Review our Job Numbering Formatting guide for more information.
Jobs Already Listed in Valcre Online
Once the numbering format is set, Valcre Online will automatically generate job numbers in sequence.
Modifying a Job Number
Need to edit a job number? Simply type directly into the field to override the auto-generated number.
Adding the Subject Property
Select Add next to Subject Property.
Search for the property by entering the name or address.
Select the property from the results and choose Select from the bottom.
Select Select in the bottom-right corner.
Need to create a new Subject Property? Select New Property in the bottom-left corner and enter the property details. Learn more about creating a property here.
Add the Property Contact & Client
Property contacts and clients are all located in the Contacts tab of Valcre Online.
Select the Status that best represents your appraisal job. Available options include:
Canceled
Closed (removes the job from the dashboard)
Draft
E-Delivered
Lead
Lost Lead
On Hold
Open
Unknown
Pro tip: Job statuses can be updated from the Dashboard by hovering over the Job Card and selecting ... (More) followed by Change status
Add the Applicable Fees
Enter the full Fee amount for the job.
If applicable, enter the Retainer amount for the job.
Enter the Amount Paid by the client. If a retainer has been paid, enter it as the Amount Paid.
The invoice will automatically deduct the Amount Paid from the Fee to calculate the remaining balance.
Enter the Applicable Dates
Due Date: Determines where the job appears on the dashboard calendar.
Invoice Date: Affects the job’s placement on the trailing 12-month billing history graph on the dashboard.
Pro Tip: Ensure these dates are accurate to maintain proper scheduling and financial tracking.
Select the Report Format & Analysis Options
In the Report section, select the appropriate report format based on the Engagement Letter or Professional Services Agreement (PSA).
Staff Details
Select up to four staff members working on the appraisal job.
Assign their respective roles.
Pro Tip: Use the drop-down next to a role title to modify staff assignments.
Comments
Enter comments in the appropriate sections:
Client
Delivery
Payment (These comments will populate in the expanded Appraisal Job CSV Export.)
General
Link Comparables to the Job Record
Navigate to the Comps tab at the top of the job record.
View existing comparables or add new ones.
Adding New Comparables
Select Search under the relevant section (Sales, Leases, Surveys, or Expenses).
Use the search grid to locate the desired record.
Check the box next to the record.
Select Add to Job from the top of the page.
Learn more about how to create and link comparables and sets in their respective comparable guides: Sales, Lease, Surveys, Expenses.
Pro Tip: You can create a New Set of linked comparables from this view. However, comparables must be linked to the job record first before creating a set.
Upload Files
Files can be photos, documents, workbooks, or any other file you wish to save to the Job record.
Select Add from the top menu.
Choose Files and Photos.
Drag and drop files into the upload box or select Files to browse and upload.
Select Upload to finalize the process.
Pro Tip: There is no limit to the number of files you can upload at one time.
Export Documents (Optional)
Use the Export Document feature to generate documents in various formats, such as CSV, Invoice, PSA, etc.
Pro Tip: Microsoft Word exports can be edited before saving as a PDF for client sharing.
FAQ
Q: How do I delete a job record?
A: From the job record, select the trash can in the top menu.
WARNING: Deleting jobs CANNOT be un-done. You will need to recreate any jobs accidentally deleted.
Best Practice: Instead of deleting, update the Job Status to Cancelled. This way, you preserve your historical records while still keeping your active job list relevant and manageable.
Q: I accidentally deleted a job record, can I re-instate it?
Deleting a job permanently removes its historical data and cannot be undone.
Best practice: Instead of deleting, update the Job Status to Cancelled. This way, you preserve your historical records while still keeping your active job list relevant and manageable.
Additional Questions? Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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