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This guide will walk you through linking comparables to a job and creating comparable sets.

Video Guide

This video will guide you through linking your comparables to a specific job and creating sets of comparables within that job. Below, you will find step-by-step directions.

Written Guide

Creating a Comparable Set

• Note: Expense comparables are used as an example in the images, but these steps apply to all comparable types, including Sales, Lease, Expense, and Survey comps. 

Step 1: Select the preferred comp type tab from the left-hand menu, search for the applicable transaction(s) to include in a set, and select Open.

• Learn more tip and tricks for navigating our Search Grid. 

Step 2: Select the clipboard+ icon to add this comparable to a Job.

Step 3: Search for and select the Job to which you wish to add this comparable and choose Next.

Step 4: Select Add expense/sales/lease/survey to a new Set. Give the set a name to help identify it later, and select Add to Job+Set.

Pro Tip: After creating the set, you can add additional comps following steps 1-3. Instead of selecting New Set, select the existing set linked to the job and select Add to Job + Set.

Deleting a Set

Step 1: Select Sets from left side navigation menu.
Step 2: Locate the set you wish to delete and select Open, by hovering over the blank space to the left of the set.
Step 3: Select the trash icon in the top menu.  You will receive a confirmation pop up to confirm intent on deleting a set.  Once deleted, there is no way to recover the set. You will need to recreate it.

Add a Comparable to an Existing Job or Set

Step 1: Locate the preferred comparable 

Select the preferred comp type tab from the left-hand menu, search for the applicable transaction(s) to include in a set, and select Open.

Step 2: Select the clipboard+ icon from the top menu

Step 3: Search for the job you wish to add the Comparable to and select Next

Step 4:

• Add to a set: Select the set (if applicable) to add the comparable and select Add to Job + Set.
  
  
  
• Add to job (without a set):  Select Add to Job to add the comparable without a set.
  
  

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