Your first job, intake to report

The whole flow: create, capture, generate, review, release.

1. On the dashboard, choose + New job. A job number is assigned from your prefix automatically.
2. Work the tabs left to right: Instructions (client, addresses, dates, fee), then the property tabs (Land, Building, Rooms, Floor areas), Sales for comparable evidence, and Value for the assessment.
3. Fields with library statements show a picker; anything you write can be saved back to the library for next time.
4. On the Report tab, check Report readiness: it shows how much of the job is filled per section, so an empty-looking report means an unfilled job, not a broken template.
5. Download the draft report: unfilled fields are marked «___» so your human pass can spot gaps. Edit in Word as you normally would.
6. Submit for peer review; the reviewer approves (or returns it with comments).
7. Mark released and attach the final document. If you edited in Word, finish there with Save As PDF and attach the PDF.