Booking a valuation can be done either for a new property (one that doesn't exist in the system and needs to be added) or for an existing property (one that has already been added). This article will explain how each way works.

To add a valuation for a property not already in your Street system, you can either click the plus icon at the top right and click Valuation.

Or head to the Valuations tab on the left hand side and click 'add valuation' at the top right.

From here, you will see the 'create valuation' page. The first step is to search for the owner in your system. If they exist, you can simply select them and if not, you will need to create their person page in Street by adding their details including name, email, phone and correspondence address.

In the owner details section you'll also have the option of marking the owner as a 'confidential contact'. This will prevent personal information being shared when there are multiple owners, for example their correspondence address on the sales memo.

Next you need to choose what type of valuation it is (sales, rental or both) which will determine what you can instruct the property for when accepting the valuation. If the owner you selected in the first step has a correspondence address, the valuation address will default to this however you can click the 'different address' option to enter a different one if needed.

If when selecting a property address you get the error "the property already exists in the system", it's likely someone has already added that property. In this case you should check for the pre-existing property and possibly create a valuation from that property directly to avoid duplication.

Finally you can add the property details, additional information about the seller and lead source. Lead sources can be set up in your company settings and is useful to store as it will show on the valuation itself (useful for a conversation starter on the valuation), as well as on your Valuation Overview report, allowing you to report on where your valuations are coming from.

Once this is done you can save and proceed to booking a date and time slot.

If the property you're looking to value has already been added to your system, you should instead head to the property page and click Create (at the top right) > Valuation.

From here you will need to select the valuation type and the lead source. Once this is saved you will then be able to save and proceed to booking a date and time slot.

When booking the date and time slot for the valuation you will see the usual branch calendar. By default the calendar will show all users in the same branch as the property, that have the 'valuer appointment type' assigned, however you can view users from additional branches by using the filters on the left hand side.

From here you simply need to select the relevant user, date and time for the valuation.

Once you've selected the date and time, click 'save valuation' at the bottom right to confirm the valuation appointment.

Should you need to re-arrange or cancel a valuation, see this help article.

Now that the valuation is booked, the next step would be to complete the pre valuation research.