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Onboarding Support & Professional Services
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LightBox Valuation’s Report Writer provides state of the art, robust & customizable set of templates. Based on your goals, additional resources are available:
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Ordering LightBox Valuation Onboarding Assistance and Professional Services
Training Assistance
Please use the calendar below to schedule a call with a Customer Success Manager for training.Pro-Services Discovery Call
Tip: Providing examples of templates, tables, or desired formatting will help streamline discussions.
Property Database
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Customized Print Comp Templates
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Word Report TemplateTemplate Setup: You have several options regarding Word template setup.
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Excel TemplateTemplate Setup: Have custom excel worksheets? Or want your display tables to look exactly as they do today?
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Onboarding Assistance Offerings
Customization/Setup | How This Helps You | What We Need From You |
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Data Map for Upload Excel | Fast track your comp database by having our Upload Excel desktop utility set up with saved data field maps; allowing your users to easily upload comps from other sources. | Example Excel file of comp data you would be looking to upload (i.e. export from MLS). |
Contacts Upload | Fast tracks you contact database with an upload of your existing data. | Completion of an Excel template with your contacts data. |
Appraiser Contact/License Information Setup | One less thing for you to enter in the system to get started. | Completion of a template providing Appraiser, Company, & License details. |
Office File Number Auto-Generation | Allows job numbers within Report Writer database Job Manager to be automated rather than needing to be entered in. You would no longer need to remember what number to use for your next job. | Autogenerated Job number will include year of job creation along with database JobID. Format can be either YYYY-jobid or YY-jobid. |
Office Pick List | If you have multiple office locations, this can be a nice feature to show with office team members are out of. | List of office names, office code (if have one), and identification of office each user is at. Note: users will also be able to update their office directly within the database. |
Excel Display Table Style Application (Fonts/Colors) | Expert assistance to implement your branding & styles to fast-track template setup. | Example table for font & colors to recreate. If you have a style guide of colors & fonts this can be used to apply to tables & charts as well. |
Word Template Style Application | Expert assistance to implement your branding & styles within Word’s Styles to fast-track template setup. | Example Word report for styles to be based on. If you have a style guide of colors & fonts this can be used as a reference. |
Insertion of Variables into Existing Word Report (Standard RW Fields & Tables) | Expert assistance in implementing links within Word to create a Valuation template. | Current Word file report to be turned into template. |
Pro-Services (Fee Based) Assistance Offerings
Customization/Setup | Cost | |
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Standard Services | Navigation functionality added to custom worksheets/tables (up to 15 buttons). | $300 |
Toggle (Show/Hide) functionality added to custom worksheets/tables (up to 10 areas). | $350 | |
Merging custom worksheets into Valuation_Model Excel and application of display table names for merging into Word. Custom worksheets/tables are merged in with as-is functionality. | $500 per 5 worksheets | |
Custom table set-up with formulas to display comparable data from a standard Report Writer Excel Analysis Grid. | $300 per table | |
Format standard Report Writer Land, Sales, or Lease Analysis Grid to match customer provided example. Data headings will be updated to match the property database field names. | $300 per grid | |
Format standard N1 Land, Sales, or Lease Comp Sheets to match customer provided example. Data headings will be updated to match the property database field names. | $500 per set of 10 comp sheets | |
Advanced Services | Worksheet Data Source selection set-up (if custom worksheet/table needs ability for user to select between two copies of the same worksheet, i.e. if copy of Rent Roll worksheet is made and need to direct a table as to which Rent Roll to reference). | $250 per table |
Word template macro set-up to allow border and preferred map size to be applied after a merge into Word. | $250 | |
Word template set-up: inserting fields from Excel template into Word example report to create template. | $1,000 per Word template | |
Customized Print Comp Templates: formatting and set up of custom quick print comp sheet PDFs able to be generated within the web database. | $1,250 per Print Comp Sheet | |
Update Customized Print Comp Templates: modification to existing customized Print Comp Templates (field / placement updates). | $475 per Print Comp Sheet | |
Migrations | DataComp Migration, may include: Improved Sales Module, Multi-Family Module, Land Sales Module, Lodging & Hospitality Module, Lease Improved Module, Lease Multi-Family Module. | $500 per DataComp Module |
Other database type would require review of sample data set & details around # of records. | ||
Job Import would require review of sample data set & details around # of records. | ||
Data Exports | Report Writer Database export into a .bak file with property images included • Tier 1: Databases with up to 14,999 property records • Tier 2: Databases with 15,000 – 39,999 property records • Tier 3: Databases with 40,000+ property records | Tier 1: $465 / export Tier 2: $795 / export Tier 3: $1,095 / export |
Property Images database export | $365 per export | |
Property Attachment database export | $365 per export | |
Word Autotext saved entries database export | $365 per export |