📩 Saving Report Requirements

Report requirements are important for appraisals, as the last thing you want is to forget a requirement.

Anow aims to make sure requirements are never forgotten. Requirements are attached to clients, and there are several ways to attach them.

When creating a New Appraisal, new clients can be directly added. The report requirement (along with other info such as email and phone number) can also be directly added here and will be saved in your clients database.

Clients can also be added directly from the Clients database, and requirements can be added/edited from there as well.

When viewing an appraisal, Report Requirements will be listed in a panel on the side, so you can always check to make sure you have everything. Before marking the order as complete, you will also be reminded once again to check your report requirements.

Screen Shot 2015-10-26 at 4.09.46 PM