Quick tips for efficiency
Small habits that save time every day.
Keyboard
- ⌘K / Ctrl+K opens Quick Search from anywhere
- Esc closes a dialog
- Tab moves between fields in the valuation wizard
Reuse customers
On the wizard's Customer step, search by name or email and select the existing customer instead of creating a new one. If they're new, Create new customer adds them without leaving the wizard.
Save Draft when you step away
Save Draft stores the valuation in your account, where colleagues can find it in the Valuations list. The wizard also keeps unsaved work in your browser tab for up to 8 hours, but that copy stays in your browser — it isn't a saved draft.
Approve first, then generate in bulk
Managers can select approved valuations in the list and choose Generate Certificates — up to 50 at a time. Drafts and valuations still pending review are skipped. See Bulk operations.
One design for every certificate
Your certificate design is set once for the whole account in Settings > Branding, so every certificate matches without per-valuation choices.
Send certificates straight from the valuation
Email Certificate on the valuation page sends the PDF as an attachment to the customer's email address. Customers can also sign in to the customer portal with that email to download their certificates.