Finding Appraisals


To find an existing appraisal:

  1. Click Services > Find > Appraisal. The Find Appraisals window will appear.


    Fields and options include:
     

    Customer

    Opens the Customer Find filter allowing you to search by customer criteria

    Store

    Search for appraisals by store #

    Appraisal #

    Search for a specific appraisal #

    Envelope #

    Search for a specific job envelope

    Location

    Search appraisals by one or more job locations

    Loc Type

    Search appraisals by one or more location types

    Sale #

    Search appraisals for a specific sale #

    Entered

    Search appraisals by date originally entered

    ETA

    Search appraisals by completion date

    Include

    Choose between searching for complete, incomplete, or all appraisals

    Include

    Choose between searching for picked up, not picked up, or all jobs

    Notifications

    Search for appraisals based on notification criteria

    Value Range

    Search for appraisals by their liability value

    Fee Range

    Search for appraisals by their fee amount

  2. Enter desired criteria, then click OK. A list of matching appraisals will appear.

     
  3. From here you can Edit an existing appraisal or use Print List to get a print out of matching jobs.

 

Updated on Mon, 06 Mar 2023 by Angela Chiaravalle

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