This guide will walk you through linking comparables to a job and creating comparable sets.
Prerequisites
- Subscription Tier: Any valid Valcre subscription
- Existing Property Record
Table of Contents
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.
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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:
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Add to a set: Select the set (if applicable) to add the comparable and select Add to Job + Set.
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Add to job (without a set): Select Add to Job to add the comparable without a set.
Continue Learning about Valcre Online with our next suggested guide: Importing Third-Party Sale Comparables. |
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