Valorem support

How can we help?

Guides for every part of Valorem, from first sign-in to invoicing. Step-by-step instructions now, video walkthroughs on the way.

Getting started

Create your practice and get set upFrom signing up to a ready-to-use practice in about fifteen minutes.Branding: your colour, logo and detailsYour logo and colour carry through the app and onto every report automatically.Inviting your team and setting rolesEach valuer gets their own login. Admins manage settings; staff do the valuation work.

Jobs and reports

Your first job, intake to reportThe whole flow: create, capture, generate, review, release.Sales evidence and clientsOne practice-wide sales database; import from CSV; analyse once, reuse everywhere.Peer review, release and the final PDFApproval is controlled, every change is logged, and what the client gets is exactly what you attached.Delivering the report to your clientA branded page in your colours; links you can kill at any time; every send logged.

Templates

Report templates: three ways inUse the built-in design, tag your own Word template, or send it to us.

Library

The statement libraryYour standard wording, one click away in every report field.

Invoicing and billing

Invoicing and the Xero exportRaise, send and track invoices; get them into your accounting platform without retyping.

Field, calendar and data

Photos and the field appCapture on site from any phone or tablet; photos land in the job in order.Calendar feeds, data export and the APIYour inspections in your calendar, your data always yours.