How to create your first valuation

The valuation wizard takes you from customer to a submitted valuation in five steps for jewellery and watches, and four steps for every other item. Staff, managers, admins and owners can create valuations; viewers can't.

Before you start

Fill in your business details in Settings > Company and check your default currency and language in Settings > Regional. New valuations start in your default currency, and certificates print your business details. The getting-started checklist on your dashboard covers both.

Start a valuation

Select New Valuation at the top of the sidebar. The progress bar shows the step you're on, and you can go back to any earlier step.

Step 1: Customer

Search your customers by name or email and select one, or use Create new customer (first name, last name and email) without leaving the wizard.
Choose the Source — for example Retail Purchase, Customer Owned or Inheritance.
Choose the Purpose — for example Insurance Replacement or Probate / Estate. The purpose decides which bases of value you can use; see Purpose and basis of value.
Choose the Location. If you have only one active location it's selected for you. Owners and admins can Add location here.
Acquisition date is optional and can't be in the future.

Step 2: Item details

Pick the Item Category: Jewellery, Watch, Loose Gemstone, Antique / Vintage, Collectible or General Item.
Enter a Title, Description and Condition.
Optionally add Brand / Maker, Period / Era, Serial Number and Condition Notes.

Step 3: Jewellery Details or Watch Details

This step appears only for Jewellery and Watch.

Jewellery Details: jewellery type, metal, purity, weight and hallmarks, the main stone and any secondary stones, setting, chain and clasp, ring size, engraving and measurements.
Watch Details: brand, model, reference and serial numbers, year, case, crystal, dial, strap or bracelet, movement, complications, box, papers, warranty card and service history.

Loose Gemstone, Antique / Vintage, Collectible and General Item go straight from Item details to Valuation.

Step 4: Valuation

Currency starts in your account's default currency. Change it if this valuation needs another.
Choose a Pricing Method and enter the Retail Replacement Value, which the wizard requires on every valuation. You can also record Fair Market, Liquidation, Estate / Probate, Scrap / Salvage and Agreed values.
Value Definition (Optional) is the basis of value printed as the certificate headline. Leave it blank to use the default for the purpose you chose. The line under the values shows the headline the certificate will carry, or what's still missing.
Optional professional details: inspection and effective dates, scope of inspection, appraiser name, credentials and registration number, limiting conditions, and a workmanship assessment.
Images: drag photos in or select files — JPEG, PNG or WebP, up to 10 MB each. The first photo is marked Primary.

Step 5: Review

Check the summary, then select Submit Valuation. The valuation moves to Pending Review.

Save Draft

Save Draft is on every step and saves the valuation to your account as a Draft. Drafts don't count towards your plan's monthly valuation allowance.

Separately, the wizard keeps a copy of unsaved work in your browser tab for up to 8 hours, so a refresh doesn't lose it. That copy stays in your browser only — it isn't a saved draft and colleagues can't see it.

After you submit

A manager, admin or owner opens the valuation and selects Approve.
Select Generate Certificate. The PDF is created in the background and the page updates when it's ready.
Select Download Certificate, or Email Certificate to send the PDF to the customer's email address.

Once approved, a valuation can't be edited. To correct it, create an amendment — see Amendments and superseded certificates.