Valuation software vs Word and spreadsheets Word, spreadsheets and email, or one place.
Many firms run on a Word template, a spreadsheet of jobs and a busy inbox, and it works. This page says what changes day to day if you move the job into Valufield, and what it asks of you.
What to look at
- The stage it is at
- Client, due date, valuer and fee
- Each step, ticked when done
- The next action, in words
A real screen from Valufield, shown with an invented firm. Nothing is mocked up.
What changes, step by step.
| Step | Word, spreadsheets and email | In Valufield |
|---|---|---|
| Enquiry | An email in someone’s inbox. The job goes into a spreadsheet by hand, if someone remembers. | Press New job, or, once your mailbox is connected, start it from the email with a drafted reply for a person to send. |
| Quote | A fee worked out from a fee sheet and pasted into a Word quote. | A fee build-up from your own rules, a final fee set by a person, and acceptance online with a typed name. |
| Tracking | A spreadsheet row per job, updated when there is time. | A board of every live job by stage, with due dates and time in stage. |
| Inspection | Notes and photos on a phone, copied across later. | A checklist, photos by room and voice notes on the phone, attached to the job. |
| Report | The last report saved under a new name and edited. | The type’s template filled from confirmed facts. Finish in Word if you like. |
| Checking | A read-through by eye before it goes. | 138 common checks plus type and firm checks, then a second valuer approves the exact file. |
| Release | Attach the PDF and send it, and trust it was the right version and the fee was paid. | Released only when the gates are clear for that exact file. A person still presses Send. |
| Invoice | An invoice typed into accounting software and chased by email. | Acceptance raises a draft invoice, and clients can pay by card into your Stripe account. |
| Outlook, with each reply typed from scratch. | The same mailbox once connected, with drafts for a person to send. The mailbox connection is not live yet. |
Still yours.
Your valuer signs
Your valuer forms and signs the value. AI never writes one.
Word, if you want it
Each brand has its own Word master, and you can finish a report in Word and upload it.
Your other software
Keep your current report software for the types Valufield does not cover.
The honest costs of changing.
Setup time
Brands, fee rules, Word masters and your team need entering. We do it with you.
A second valuer
Release needs peer review by someone other than the valuer with carriage.
Some connectors wait
Mailbox, accounting and phone connectors switch on once the platform’s account with each provider is registered.
NSW-first templates
Passages for other states are filled only where we hold a source; the rest stay open fields.
Straight answers.
Is this a comparison with another product?
No. It compares Valufield with the way many firms work today: Word templates, spreadsheets and email.
Can we keep using Word?
Yes. Reports export to each brand’s Word master, and a valuer can finish in Word and upload the file back.
Do we have to move everything at once?
No. You can run your next job through Valufield beside the way you work today, and bring past jobs in later if you want them.
What do we take with us if we stop?
Every report you release is yours as a file. An owner can download the firm’s record, members, roles and activity log from settings. Ask us about a full export of your jobs before you sign.
See it on a job like yours.
Tell us about your firm and we will show you Valufield on your kind of work, including what is released today and what is still in build. The form takes about a minute, and a person replies.
- We reply to arrange a time.
- We walk through the product on your kind of work.
- You decide, with no obligation.
Rather email? support@valufield.com.au