Valcre Online: Creating a Job

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.

Prerequisites

• Valcre Subscription: Advanced, Professional, Enterprise

Step 1: Set Up a New Job

1. Select Jobs from the left-side menu.
2. Select New Job from the top menu.

First Job in a New Office

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: 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.

• Option 2: Numerical
  
  • Enter a starting number without a hyphen.
  • Example: Use 20571, not 20-571.
  • The system will increment numbers sequentially (20572, 20573, etc.).

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.

 

Step 2: Add the Subject Property

1. Select Add next to Subject Property.
2. Search for the property by entering the name or address.
3. Select the property from the results.
4. 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.

Step 3: Add the Property Contact & Client

Property contacts and clients are all located in the Contacts tab of Valcre Online.  

• Add the Property Contact

1. 1. Select Add next to Property Contact.
   2. Search for and select the desired contact.
   3. Select Select in the bottom-right corner to save the contact to the job.

Need to add a new contact?
Select New Contact in the bottom-left corner and enter the contact details.

Learn more about adding contacts here.

• Add the Client

1. 1. Select Add next to Client.
   2. Search for and select the preferred client record.
   3. Select Select in the bottom-right corner to save the client to the job.

Need to add a new client?
Select New Client in the bottom-left corner and enter the client’s information.

Learn more about adding contacts here.

 

Step 4: Add the Job Status

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

Step 5: Add the Applicable Fees

1. Enter the full Fee amount for the job.
2. If applicable, enter the Retainer amount for the job.
3. 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.

 

Step 6: 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.

 

Step 7: 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).

 

 

Step 8: Enter Staff Details

1. Select up to four staff members working on the appraisal job.
2. Assign their respective roles.

Pro Tip: Use the drop-down next to a role title to modify staff assignments.

 

Step 9: Add Comments

Enter comments in the appropriate sections:

• Client
• Delivery
• Payment (These comments will populate in the expanded Appraisal Job CSV Export.)
• General

Step 10: Link Comparables to the Job Record

1. Navigate to the Comps tab at the top of the job record.
2. View existing comparables or add new ones.

Adding New Comparables

1. Select Search under the relevant section (Sales, Leases, Surveys, or Expenses).
2. Use the search grid to locate the desired record.
3. Check the box next to the record.
4. 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.

 

Step 11: Upload Files

Files can be photos, documents, workbooks, or any other file you wish to save to the Job record. 

1. Select Add from the top menu.
2. Choose Files and Photos.
3. Drag and drop files into the upload box or select Files to browse and upload.
4. Select Upload to finalize the process.

Pro Tip: There is no limit to the number of files you can upload at one time.

 

Step 12 (Optional): Export Documents

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.

 

Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!