Quick tips for efficiency
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.