Sales evidence and clients

One practice-wide sales database; import from CSV; analyse once, reuse everywhere.

Sales evidence

1. Open Sales evidence in the top bar. Every sale your practice records is available to every job.
2. Add sales one by one, or import in bulk from a CSV export of your current records.
3. On a job’s Sales tab, attach the comparable sales and write the comparison commentary; analysis figures print in the report’s evidence section.

Clients

1. Open Clients. Add lenders, brokers and solicitors once; jobs then pick them from a list, and invoices bill to them automatically.
2. Import your client list from CSV: a header row with name, type, email, phone, address, notes (any order). Duplicates by name are skipped, so re-importing is safe.