Quick Tips

Patterns we see repeat customers using to move faster.

Keyboard shortcuts

• ⌘K / Ctrl+K: open Quick Search from anywhere
• Esc: close any modal
• Tab: jump between fields in the new-valuation wizard

Reuse customers

When creating a valuation, start typing the customer email — existing customers autocomplete. The address and phone are reused so you don't retype them.

Save drafts often

The wizard auto-saves a draft as soon as you fill in customer details. You can leave and come back to it from the Valuations list filtered by status = Draft.

Bulk certificate generation

Once you've drafted 5–10 valuations, select them in the list and use Bulk > Generate Certificates rather than doing them one at a time. The PDFs render in the background.

Templates per category

Set per-category certificate templates in Settings > Branding so a watch valuation looks different from a ring valuation without you doing anything per-record.

Use share links for customers

Instead of emailing a PDF, generate a share link from the valuation detail. Customers can re-open it any time and you can revoke the link if needed.