Jobs

Assignment

File number *

Client

Property type

Intended use

Intended users

Subject address

City

County

State

ZIP

Assigned

Effective date

Report due

Report submitted

Notes

Filling in Report submitted moves the job to Accounts Receivable. Checking off Sent to client fills it in for you.

Team

Everyone working the job. Each person sees this job on their dashboard and can be assigned checklist steps.

Appraiser	Role on report	Signs

Other signers without an account

Checklist

Check a step off when it is done; the database records who and when. Steps from the firm's master list stay on every job; ones you add here can be removed.

Items requested

What you asked for, from whom and when, and when it arrived. Anything not yet received counts as outstanding.

Item	From	Requested	Received

Revisions

Each request from the client. While a request has no answer date, the job shows as Revision Requested.

Requested on

Requested by

What they asked for

Correspondence

Calls, emails and notes on this job. Attach a saved email or document if you have one. Putting the file number in every email subject makes them easy to find later.

Date

Kind

Direction

With

Summary

Attachment (optional)

Billing

Visible to admins only. A paid date closes the job.

Fee

Invoice number

Invoiced

Amount paid

Paid on

Note