Workflow Management
Every job, from engagement letter to paid invoice.
Track each assignment from the first letter to payment. Engagement letters and invoices are written from the job, on your letterhead and in your wording, with due dates and a mileage log alongside.
7 days freeCancel anytimeFull refund in your first 30 days
What you get
For appraisers, office managers and receptionists
Jobs from draft to paid
Draft, sent, in progress, delivered, invoiced and paid, with what needs attention gathered at the top.
Engagement letters from the job
Written from the assignment, on your letterhead, with your own clauses and wording.
Invoices from the same record
The invoice follows from the job, in a layout you edit, and can be emailed to the client from the job.
Word and PDF
Letters and invoices come out as Word or PDF, ready to send.
Mileage, counted for you
The round trip to each inspection measured by road, with the yearly total in the layout the IRS asks for.
Comps saved to the job
With the Comp Database, the comps chosen for an assignment are saved to its job number and reopen with it.
For appraisers and office staff. Billed annually.
Questions
What people ask about the Workflow Management
Can office staff use it without the Comp Database?
Yes. Workflow Management is sold on its own, so a receptionist or office manager can run jobs, letters and invoices without a database seat.
Can I use my own letter wording?
Yes. The clauses, the layout and the letterhead are yours, and every new job starts from them.
Does it write the appraisal report?
No. It handles the engagement, the invoice and the job record. The report is yours, in your own template.
Also from ValuBids: Comp Database · Map · Bid Log
Try the Workflow Management free for 7 days
Cancel inside the trial and you are not charged.