Congratulations on upgrading to the Advanced Service Tier with Valcre! This comprehensive guide is carefully crafted to ensure a seamless onboarding experience, providing you and your team with a quick start to effectively utilize Valcre's features. Alongside this guide, you can also expect personalized training and support from your dedicated Client Success Manager to maximize your benefits from the platform.
In this guide, we will:
1. Review what your subscription tier includes
2. Review the two Valcre app experiences and when to use each of them for optimization
3. Share the best Help Center content to get you acclimated quickly
4. Teach you how to get support when and where you need it most
Valcre Subscription Tier
Your Valcre Subscription Tier is the Advanced Tier.
This tier includes everything outlined in the above picture. Our onboarding and training also reflects what is included in your subscription tier, this includes custom learning paths in our Help Center. If you want to upgrade your tier to Professional or Enterprise, please contact your Client Success Manager to begin the conversation.
Online App and Valcre Mobile
You can access the Valcre Online App through your laptop or desktop using your preferred browser, or you can choose to access Valcre Mobile when you are on the road and assessing properties. It's like having your office in the palm of your hand, with the added benefit of effortlessly capturing photos and notes from your inspections, saving you even more time.
We recommend using both!
Use the mobile experience on-site, then access the online app when you are ready to build your report by reviewing the data you inputted into the database via Valcre Mobile, exporting into Excel for creating your datasheets and analyzing data, and finalize the appraisal report by exporting toExcel and syncing it to your Word.
Access the online app: App.valcre.com.
We will send you an e-mail from Valcre once your account has been created, prompting you to log in and set your password.
Upon your initial login, please complete the user profile information. This is located in the top right corner by hovering over your name and selecting Account.
Be sure to fully fill this out, as it will pull through into your Report as well as, Datasheets, PSA, and Invoice exports. Add as many licenses as needed by selecting Add License.
Download Valcre Mobile one of two ways:
- Search for Valcre in the App Store on your mobile devices
- Using your mobile device, select the appropriate device type, iPhone or Android, to access mobile download options.
Your login for Valcre Mobile and the Online App are the same, and the information will sync between both data sources.
Don’t take our word for it. Log in and check it out.
Learn More about Valcre Mobile
Connect with Support Agents with Live chat in both the Online and Mobile Apps. This is the best way to contact support and ensure you get fast answers to your questions. We respond seven days a week and within minutes between 9 am - 7 pm Central, even during US public holidays..
Use the Live Chat to:
- Ask questions
- Share documents
- Live screen share
- Get back on track!
Accessing Live Chat in the Online App
Select the Support icon in the top right corner, located near your profile.
Accessing Chat in Valcre Mobile
Select the three horizontal lines in the top left corner of the app, followed by Help & Feedback at the bottom of the screen. This will take you to Valcre’s Help Center. You can chat with a support agent by selecting the chat icon in the bottom right.
If you prefer email to connect with support, please email firstname.lastname@example.org. Valcre’s standard response time to a support email is within 24 business hours.
Visit our online Help Center to view training videos, access how-to guides, and view past training webinars.
Key Help Center Resources to view during onboarding