Upgrade List

COMPLETE refers to ValuedCOMPLETE, PRO refers to ValuedPRO. If it’s not specified, then the upgrade applies to all packages.

10/13/14:

  • updated dashboard
  • appraiser vacations
  • don’t use appraiser with client
  • see nearest appraisers

7/15/14:

  • screen alerts to match email alerts

6/26/14:

  • reminders

2/9/14:

  • days off
  • interface upgrades

12/1/13:

  • file viewer / final review page
  • front-end status update page
  • per-appraiser price list
  • email review appraiser when file uploaded

7/3/13:

  • support for checkbox fields in the order form, allowing for multiple selections at once. This works also if the field in question is used to determine the price of an order (clients can now order multiple items at once)
  • master client functionality:  enables a client account to view all order and billing information for any other client with the same company name

6/4/13:

  • an email can be sent to admin/user/client when any field you choose is edited,
  • clients can view all orders in their View Orders page,
  • support for html newsletters/group emails,
  • updated cloud storage system with improved redundancies,
  • new welcome pg with better organization of alerts,
  • per-client price lists,
  • email alerts can automatically be sent to users to remind them to start work if they haven’t edited a field or uploaded a file within X hours,
  • email alerts now support all order form fields as placeholders without needing customization,
  • new rush job system yes/no field, if yes the order will be highlighted.

1/18/13:

  • automatic resizing of jpg images uploaded using the zip file uploader,
  • client-side search,
  • minor upgrades to existing invoicing features,
  • minor upgrades to cloud storage features,
  • all email alerts using a new emailer,
  • notes about users

9/4: zip file uploader, cloud-based file storage for appraiser files.

6/20: updated WYSIWYG content editor now with image editor, admin can add unlimited new order form fields, better calendar, non-page links (email address, downloadable files) can be put in nav buttons, cloud-based file storage replaces ValuedSAFE.

3/26: more built-in templates, automated recurring billing, PPC landing page, orders can be duplicated.

Older upgrades:

11/15/11

  • (COMPLETE, PRO) Calendar of scheduled dates of orders.
  • Font/color chooser for front end, font/color schemes for back-end.
  • Header image and tagline chooser.
  • Sent emails report.

8/15/11

  • Template & logo chooser from within admin.
  • Admin-selectable login automatic timeout (up to 27 hours).
  • Greatly simplified credit card payment security compliance (PCI compliance).

7/5/11

  • New marketing features: social networking buttons, lead capture form, download whitepaper form.
  • (COMPLETE, PRO) Appraiser fee split can be dollar amount or percentage.
  • (COMPLETE, PRO) Service charge can be integrated into overall appraisal fee (made invisible) on the client’s end.

5/9/11

  • (COMPLETE, PRO) New order notes display on welcome page.

4/2/11

  • Admin/appraiser area redesigned to make best use of space with any screen size and any device (computer, tablet, smart phone).
  • Better functionality if JavaScript disabled.

11/5/10

  • (COMPLETE, PRO) ValuedSafe for HVCC compliant file storage.
  • Google Analytics support.

7/18/10

  • (COMPLETE) updated functionality: admins, appraisers, and clients can now belong to more than one team / division / workgroup.

5/8/10

  • (COMPLETE) field calculations: perform basic math operations with the values of three fields and/or numbers.
  • fields can now have a default value.
  • prettier buttons.
  • sub-page links can be put into a popup menu.

4/12/10

  • (COMPLETE) new functionality: your company can be divided into multiple divisions by the master admin, with each sub-admin overseeing only their own division’s clients, appraisers, and orders.

3/18/10

  • (COMPLETE) new functionality: appraisal service charge / appraiser assignment fee.
  • can now see disk space usage.
  • bug fixes and minor newly editable fields.

2/23/10

  • can now set fixed prices for different report types, and allow clients to pay directly after submitting an order.

2/8/10

  • (COMPLETE) supervisor/review appraiser and review appraiser fee added.
  • default and per-user time zone customization.

2/1/10

  • (COMPLETE) system can advise which appraiser is closest to the property.
  • (COMPLETE) support for appraiser membership fees and renewal periods, and more robust appraiser signup process.
  • easily change sort order of order form sections and fields, all dropdown/radio field options customizable.
  • easily rename all references to appraiser, client, agent, admin, and order.

1/3/10

  • property listings module with unlimited agents and properties (+$97/year).

12/2/09

  • (COMPLETE) multi-order invoicing features including automated PDFs, and improved automated payment record-keeping.

10/11/09

  • now supports public website sub-pages.

8/14/09

  • updated admin/appraiser interface (much nicer look).
  • (COMPLETE) in-place editing for orders.
  • (COMPLETE) admin can create welcome messages for appraisers, clients, and other admins.
  • (COMPLETE) orders can now have multiple notes targeted to just admins, appraisers, and/or clients, which will be emailed.

6/14/09

  • (COMPLETE) appraiser accounts can note which states and counties are serviced.
  • (COMPLETE) orders can be automatically offered to appraisers who service the county mentioned in the order.

5/26/09

  • user login/out dates/times show on respective welcome pages.
  • (COMPLETE) welcome page shows new orders apps and clients since last logout.
  • (COMPLETE) appraisers can upload their own license, resume, insurance and other files.

5/19/09

  • (COMPLETE) orders can be automatically offered to appraisers that service the location mentioned in the order.
  • (COMPLETE) appraisers must be approved before they can login.

4/22/09

  • (COMPLETE) locations can be defined and tied to appraiser’s service areas.
  • (COMPLETE) many more appraiser fields, useful for AMCs.
  • (COMPLETE) appraisers can optionally sign themselves up, useful for AMCs.

Earlier upgrades:

  • (COMPLETE) pay-before-downloading-report option now on a per-client basis.
  • webmail link from within admin interface.
  • (COMPLETE) billing report with customizable or mass billing emails.
  • (COMPLETE) export appraiser fees report
  • (COMPLETE) newsletter / group emailer feature lets you easily send an email to every client, appraiser, or site admin.
  • user interface improvements to the appraiser/admin area.
  • new Welcome screen with tips and news from Valued Websites.
  • form submission success and error messages now fade in in admin/appraiser area. Makes them much easier to notice.
  • (COMPLETE) new option to allow clients to request a specific appraiser when placing an order.
  • (COMPLETE) Draft Reports feature expanded to allow admins to choose which files to email to a client and then quickly approve and email the client, along with file attachments.
  • added "Credit Card" to Payment Method field (previously just COD and Bill). Doesn’t affect existing credit card online payment options.
  • one-click show/hide empty order fields.
  • support for Authorize.net payment processor.
  • each auto-reply email can now be enabled/disabled.
  • printable/faxable order form added.
  • (COMPLETE) added appraiser fee splits.
  • (COMPLETE) "Draft Reports" functionality.