The appraisal record
The appraisal record is where you view details and manage the status details of the appraisal/valuation.
The structure of the page should look familiar if you're already used to using Property Hive, but should also be easy to navigate if you're new to WordPress.
Tabs
The design of the appraisal record (and records throughout Property Hive) follow a similar format whereby it's separated into intuitive tabs allowing you to jump straight to the section you require.
'Summary' tab
The 'Appraisal Details' meta box will show the status of the appraisal, and any additional information relevant to the status.
If it's been carried out then the valued price/rent will be shown. If the appraisal was lost then you'll have the ability to view and customise the 'Reason Lost'.
The 'Event Details' meta box shows details of the appointment including:
- Date and time
- Duration. Useful if you're using our Calendar add on
- Attending negotiators. Negotiators should exist as standard WordPress users.
- Booking notes
- Which parties (the owner/landlord and attending negotiators) have confirmed
The 'Property Owner Details' meta box displays the name and contact details of the property owner or landlord.
The 'Property Details' meta box contains information about the property bring valued, including the address, bedrooms, property type, and more, that'll allow you to perform research before attending the appraisal and running some comparable reports.
Should the appraisal be won and you instruct the property, this information will be copied across to the instructed property record.
'History & Notes' tab
All key activity on an appraisal such as status changes will be recorded in the 'Appraisal History & Notes' meta box.
Notes can be added using the 'Add Note' form and pinned using the 'Pin To Top' link.
Any pinned notes will be added to a separate 'Pinned Notes' meta box, visible as soon as you enter the appraisal record to ensure they are seen:
Actions
On the right hand side of the appraisal record you will find an 'Actions' meta box.
The action buttons available here will change depending on the status of the appraisal.
Some actions will change the status immediately. Others (e.g. the 'Appraisal lost' button) will allow you to enter more information:
