Have you checked out ScheduleAssist yet? You can use it to automatically send reminders to your clients. We’ve created some templates for you to start with, but you can also customize the messages you’re sending. Take a look at how it works in this video. (1:15)
Need a little more time in between appointments today for that complex assignment? Less time between because all you have are drive-bys today? ScheduleAssist gives you control over how flexible you want to be with your schedule.See how in this week’s Tech Tip above. (:56)
Has this ever happened to you? You start a report from an order file, and some data imports in all capital letters. Going back and manually re-typing that information is a hassle. So let TOTAL do that work for you. See how this works in this Tech Tip video. (:51)
In a previous video, we showed how to find ENV-compatible forms to add to your reports. But what if you’ve already done several days of work and want to double-check that all the forms in the report are compatible before delivery? TOTAL’s Contents window makes it clear which forms in your report are compatible. Check […]
Delivering your report in the ENV format requires the use of compatible forms in TOTAL. A single checkbox ensures you’re using the correct forms, right from the start. Check out this short video to see how. (:49)
Your E&O PowerView works best when making use of TOTAL’s built-in multiple monitor functionality. You get all the warnings and errors in the list, each of which still jumps to the field in the form; but, when undocked you also have access to the full functionality of the other PowerViews, like the Side by Side, […]
If you want to give more weight to some comps over others, TOTAL can do it for you automatically or you can do it manually. You can also clearly communicate how you weighted things with a chart in your addendum. Learn more about how to use the suggested value calculations feature in a way that […]
When you use a weighted average, you’ll want to explain what you did and why to your client. You can do this by quickly adding commentary to your addendum in TOTAL. There are two addendum options available to you. Check out this quick video to learn more. (1:10)
Occasionally you’ll need to include comp you don’t want to impact your weighting. It’s easy to remove in TOTAL using the Suggested Value Calculations feature. Check out this tech tip to see the one click it takes to remove a comp from your weighting (1:16).
Do you move the most similar sales comps to the lower-numbered slots? Let TOTAL help you do this automatically with a single click. It’s one of the many new features we’ve added to TOTAL in the last year based on appraisers’ feedback. Check out this tech tip to see the sorting feature you may have […]
