The B2B entry wizard allows you to enter and keep track of information that is important to your business. If you need to make changes as you go the navigation tabs provide access to different areas of the work flow. This documentation shows the work flow for an appraisal business, your industry may require different information, but this should still provide a good reference.

Client Info

The client info tab allows you to enter information about the customer you are servicing. You can search for previous clients by using the search feature, when a search is complete and a customer is selected the customer details will automatically populate for you. If you are servicing a new customer leave the pull down set to Create New Customer and begin editing the client details.

Property Info

Here you can add basic details about your property such as the street number and zip code. Begin by searching for your property, if no selection is found you can create a new property by entering the necessary fields.

Property Details

This part of the work flow expands on your property details. Details such as Property Size, Property Style and Status can be entered here.

Referral Source

The Referral Source tab allows you to select the selling and listing agents associated with the order.

Scheduling Services

This is where you can associate your predefined services to your order. Start by clicking a check box under the Available Services/ Expenses heading. This will populate a list of services related to that category, which can be selected by clicking the check box next to the specific service or fee. The Inspector, Date, Time and Duration fields are all required for a service, however a fee does not require these fields.
Note: To setup your predefined fees and services go to Manage-Services and Fees.

Allocate Fees

After you have included the required services and fees to an order you can begin to allocate that money to your employees. You can choose Hourly, Fixed or Percentage as a means to allocate the money earned from your services and fees. To edit your predefined fee splits go to Manage-Workers-Edit Percentages For Line Items. Alternatively you can edit your fee splits on the fly by clicking “Resolve Now” when a fee split is pending. You can also override your saved fee splits by changing the data in the table.

The above warning will be shown whenever you assign a fee or service to an employee that does not have a predefined payout for that fee or service. Clicking “Resolve Now” will allow you to save a fee split for that employee for future use. This means the next time you associate that fee with that employee the fee split will be generated based on this save. Remember you can always override any predefined fee splits.

Email

The email tab allows you to specify when and to whom emails are sent. Depending on your order flow you will be given the opportunity to send emails to Customers, Others, Listing Agents, Selling Agents and Referral Agents. If you have not setup your email preferences in Preferences-Edit Email Messages, you will only be able to send emails instantly. Setting up email preferences is beneficial when you want to send emails at a specific time or day.

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