How it works One job, start to paid.
Every job moves through the same nine stages on one board. Each move is checked against what the job has actually done, so nothing skips a step.
Follow one valuation job from enquiry to paid report.
14 Ironbark Lane, Exampleton NSW 2999 is an invented property, taken by an invented firm through the stages every job takes in Valufield. Nothing is retyped from one stage to the next. The real screens follow further down.
- 01 · Enquiry
Enquiry
Sam Calder emails about a capital gains tax valuation of 14 Ironbark Lane. Where your firm has the email assistant switched on, it sorts the email, hands it to a valuer and drafts a reply in your firm’s voice, with the fee left as a check marker. Send stays shut until a person fills it.
- 02 · Quote
Quote
Build quote starts the job from the email: address, purpose, client and date, never a fee. The fee comes from your own fee rules and a person sets the final figure. Sam reads the quote, types a full name and ticks to accept, and a draft invoice is raised.
- 03 · Inspection
Inspection
At the property the valuer opens the job on a phone: a checklist for a house, photos tagged by room, voice notes and room sizes. Photos are saved on the phone first and sent when there is signal.
- 04 · Report
Report
The draft fills from the facts the valuer confirmed, in the capital gains tax template and the brand’s own Word master. Photos land numbered and captioned. The value, the sales evidence and the certificate are the valuer’s alone.
- 05 · Checks
Checks
Before anyone reviews it, the checker reads the report: template text left in, sums that do not add up, a missing declaration. Blocking findings are fixed first, and the checks left to a person are marked for the reviewer.
- 06 · Review and sign
Review and sign
A second valuer reviews the exact file, ticks the checklist and records the agent calls your firm requires, and the approval is tied to that file’s fingerprint. Change one letter and it ends. The signing valuer’s certificate carries a verify code and QR code.
- 07 · Release
Release
Sam has paid the invoice by card on the secure page, so every gate is clear for this exact file: no blocking finding, review approved, the approved file is this file, payment in, and client, address and purpose match. Pressing Release never emails anyone; a person presses Send.
- 08 · Paid
Paid
The payment sits on the job, the invoice reads Paid with GST and your ABN on it, and every step from the first email to the release is in the job’s history, which nobody can edit.
On site, the phone does the filing.
The valuer ticks the checklist, tags photos to rooms, records a memo and measures. It all goes into the job.
These are samples with made-up details, built to show the steps. The real screens are in the app.
Nine stages, one record.
Enquiry and quote
Fees come from your own rules. The client accepts online with a typed name, and acceptance raises a draft invoice that you send yourself.
Instruction and inspection
The instruction is read back to the client. The inspection is booked, captured on the phone and confirmed at the desk.
Report, check and review
The draft is checked by the report checker. A second valuer then reviews the exact file, and a BLOCK stops the job reaching review.
Release and payment
Release has its own gates and never sends the email for you. Clients can pay by card through your firm’s own Stripe account.
Go deeper.
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