Job Editor

Editing a Job

Job and Property data is automatically imported from the LightBox Valuation platform. When a Job is sent to Report Writer an integration modal allows for minimal Job details to be added. You may wish to further edit the Job as necessary.

To edit a Job, click the Jobs menu to go to the Jobs page, choose the Job you wish to edit by clicking on the radio button, then click the Pencil icon at the bottom of the grid to open the Job Details popup.

Job Details

The Appraiser 1 field contains the selection you made when importing the Job from the Jobs application. Complete the remaining fields manually. Fields with a red asterisk are required.

NOTE: The Originator drop-down menu has type-ahead functionality. Begin typing to filter the list of Originators.  

Contact Information

The Client 1 field contains the selection you made when importing the Job from the Jobs application.  

To manually enter this information, click Add Client. 

Enter the information in the Add Client modal and then click Save.

You may add Client 2 and Property Contact Information manually. These fields have type-ahead functionality: begin typing the name of a Company or Contact in the drop-down menu to filter the menu and more easily find the desired Company or Contact.

Click the Company drop-down menu and select a Company. Then click the Contact drop-down menu and select a Contact from that Company.

In the above example, Client 2 information has been added to the Contact Information section.

Scope of Work

The Scope of Work section appears beneath Contact Information and is hidden by default. Click Show to expand the section.

The section will expand to display the fields.

The fields in the Scope of Work section can be added/removed from the Jobs Manager table with the Column Chooser. Note that you must click Reset Grid for these fields to be available.

All fields are searchable in the Jobs search interface.

Fees

Fee information is not imported directly from LightBox Valuation and must be entered manually. Contract Total is a calculated field. Hover over the field to see a tooltip describing how the field is calculated. 

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Job Dates

The required Job Dates information--denoted with red asterisks-- is imported from LightBox Valuation. The remaining information can be entered manually.

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Comps Used

The Comps Used section of the Job Details modal allows you to track the comparables used for a specific Job.

a. Enter one or more Property IDs, separated by commas, in the Tax Comps, Land Analysis, Improved Sales, Lease Analysis, Expense Analysis, and Custom fields.

b. To find comps using Report Writer’s map and search tools, click the map icon next to the type of comparable you wish to find. 

The Report Writer All Properties search will open. Note that the Property Major Type is filled in automatically with the Subject Property’s type. Optionally, add other search criteria and then click Search.

The search results table will be populated with the results. At the top of the table, the Subject Property will be frozen in place.

With the subject property row frozen, the column filters and sorting capabilities apply only to the other search results (the prospective comparables). This makes it easy to find comparables that meet your criteria. Note: The Column Chooser functionality is disabled while in this view.

Click the checkbox next to a property to highlight it on the map.

Conversely, you may click on a map icon to select the corresponding property record in the search results table.

Note: The Subject Property map icon is red.

Once the desired properties have been selected, scroll to the bottom of the page. Click Add Selected Comps to Job to add the properties to the Job record.

The dropdown menu to the left of the Add Selected Comps to Job button defines the type of comps and/or where they will be utilized. The selection defaults to the specific map icon that you clicked on the Job page, i.e., clicking the map icon next to Tax Comps defaults to Tax Comps, clicking Improved Sales defaults to Improved Comps, etc.

After clicking Add Selected Comps to Job, a confirmation message will appear in the upper right corner of the screen and the property records will be added to the Job.

Repeating the process appends any new comp property records selected; it does not overwrite existing selections.

c. Click View/Edit Comps to open up the property records.

The Property ID entered first in the field will open in a new browser tab. To view the other records, click the Prev and Next buttons at the top of the page.

d. Click Copy Comp IDs to copy the Property IDs in that field.

Upon importing subject property data into an Excel Model file, the associated comparables are added to the corresponding analysis grid tabs, i.e., the Improved Sales comps are made available in the Sales Grid tab.

Click Copy Job Assigned Comps to add the comps listed in the Job Assigned Comps field to the analysis grid.

Milestones and Notes allows you to manually track the Job’s progress. If work product was sent via the mail or another shipping service the Tracking Number can be recorded here.

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Completing the ‘Edit Job’ Process

The bottom and top of the editor modal list five buttons.

Click Save to save the information entered.

Click Cancel to cancel the Job-creation process without saving any information that was entered manually.

Click Delete to delete the Job record. A popup will request confirmation.

Click Clear to clear all fields, including those containing data imported automatically from LightBox Valuation.

Click Email to open an email that is automatically populated with the appraisers' email addresses in the TO field and the Job data in the body of the email. Click Send to send the email.