Overview #

Checklists allow you to create a procedure for how the Job should be completed.

Create a Checklist #

The New Checklist allows you create checklist for a Job.

  • Name: Name of the Checklist
  • Template or Import: Use another source to create Checklist
    • Blank: An empty checklist
    • Template: Load a previously created template
    • CSV: Import a CSV file

Loading Templates #

Valuation Ultimate allows you to Load/Save templates to be used across jobs. We provide generic templates to cover areas of a Job and all Valuation Methods.

Checklist Template

As seen above we provide built-in templates which will help you complete the valuation.