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Windows Mobile Edition User Guide

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1. This search function allows you to visually compare floor plans of any number of properties you ve previously inspected and sketched BASIC SEARCH ADVANCED SEARCH Valuer Client Contact Residential Last 3 Months Select an Office Select a Status Date In ived All Jobs State VIC v PostCode l i Summary jons Cose Show As Floor Plans With Photos 8 Results with at least 1 Photo F vf Trusted sites Protected Mode Off amp 100 2009 ValuePRO ValuePRO Mobile Edition J Va uePRO Section 3 Using Mobile Edition in the Field 6 From Mobile to Finished Report When you have completed entering all of the field inspection data you are then ready to synchronise your notes back to the ValuePRO server Simply press Synch from the main menu to do this from the field or wait until you return to the office When you or your admin staff open the job in the ValuePRO web edition the data and any media files you have entered on the mobile phone will be instantly available on the job card In addition sentences and paragraphs on the report can be automatically written for you based on the raw job inspection data you ve just entered Here s an example this is how a job card looks before the Valuer synchronises with the Mobile gt 10 Nicklin Street Coorparoo 041042 Windows Internet Explorer https admin mortgagevaluers com Valuation asp JobID 156 I mortgagevaluers com NSTRUCTIO
2. Using Mobile Edition in the Field Tite Sketch 1 Show JPEG h E iale in Bim 18 Ai il s E E E E i ae F i rd y a Staph lje Saas T Taimi e Fig SE at a L Im Iim al arne r 1a tan rem spon pe B imami 2 E rere g GE REE ur f ag P i r os E Pack oe lz eae 5 a az ain ihi SEER EES ss 5 4 Te s il 28 j na Vem ESTE ATLA Tim E i E S t z Pi 5 l l EE a e a co fi IRELSe DIT aren LIIL E E a zl mA Ham od at EA E her age 1 E iia mji zeni iid ari Show on Report Show on First Page Photo Uploaded by Photo Uploaded on 15 Jan 09 at 12 13 Save Changes Delete Photo _ Close i i The sketch is automatically converted into a document complete with a thumbnail that will display when the user rolls their mouse over it NSTRUCTIONS SUMMARY RISK LAND BUILDING VALUE SECURITISATION SALES COMMENTS PHOTOS DOCUMENTS All Documents v Date Uploaded v Ascending v List Subject Property Document Title Date Uploaded Uploaded By Client Access Comments 2243251_001 ax3 15 Jan 09 at 12 13 Gary Theodore No a apor 10h z m aR e ifsa a a a S qr Din Sa Ea ha lay 7 zas Proust f Aa gt or oH af For ewer id p bay add Folder add sketch 2009 ValuePRO VA ve ValuePRO Mobile Edition Sec
3. are found one in Bedroom 1 and another in Bedroom 3 then the sentence will start like 2 x Air Conditioners Various sentence formulae variations can be customised by your ValuePRO Master User to instead say something like Bedroom 1 has air conditioning fans and a wall heater Bedroom 2 has ceiling fans Bedroom 3 has air conditioning Oreven Bedroom 1 Air conditioning fans wall heater Bedroom 2 ceiling fans Bedroom 3 Air Conditioning There is virtually no limit to the variations you could devise to suit your own firm s way of doing things 2009 ValuePRO ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field Z ValuePRO J O ther forms of automatic sentence creation are possible For example below is the standard formula used for Significant Ancillary r Expression Builder Windows Intermet Explorer E https admin mortgagevaluers com TextMergeWizard asp FieldID 1238DataEnt yTemplatelD 08Edition 5t EJ Standard al Data Entry Templates ORMULA NUMBEREDLIST LOOP Targets s0 Ancillary Description S sTitless IF LENGTH sDescriptionss gt D THEN SDescriptionss ELSE lt no value gt J Condition lt no value gt Separator i I Show XML structure Save Save and Close Done xf Trusted sites Protected Mode Off 100 4 This formula in turn gene
4. option In the example below the valuer has noticed that the fixtures condition in Bedroom 1 requires further qualification than can be recorded using the drop down boxes The valuer then flips the bottom Tab bar view from Type to Talk and is presented with the dictation interface as shown Leen Field Edit r Yx M ok FixturesConditio Record Rewa Playback ee The valuer then presses Record and the screen will now look as per below Field Edit 7 Yx 45 lok FixturesConditio Record Playback mA FY Options The valuer simply talks into the device s microphone The audio will record from the handsets default microphone if you normally use a Bluetooth headset and microphone you can simply talk into these devices as you normally would when talking on a phone call 2009 ValuePRO F V PRO ValuePRO Mobile Edition asf olivis Section 3 Using Mobile Edition in the Field To mark the end of your section of audio simply press the Stop button The clip you ve just recorded and it s duration will appear in the Playback section as shown Field Edit Yx lok FixturesConditio Record eoa Playback Sarte Protos oe Options If you ve missed something and need to record another section just press record again and then stop when done The second audio clip is now displayed in the Playback window
5. sketch the dimensions of the property To ensure that we can assist you if the sketch is not correctly transferred to ValuePRO when synchronising the Mobile edition caches every sketch you draw onto a backup folder O ver time the size of this backup folder can grow quite large so we ve implemented an automated clean up feature that removes any backed up files after e g 7 days You can enable this option and set how many days to keep backups using the options below 2009 ValuePRO d V PRO ValuePRO Mobile Edition we aUe Section 2 Installation Steps se Cleanup Configuratio en ty 4 ok Auto Cleanup Old Sketches Number Days Old f Backup Deleted Sketches Cleanup Wow You can also manually trigger the sketch clean up whenever you wish by clicking the Clean Up Now button Rebuild Database If you are lending your Mobile to a different Valuer it is important to first clear off any information that you ve downloaded using your credentials ValuePRO Technical Support may also ask you to run this command when assisting you with technical support questions This option will automatically remove all locally stored data except your credentials bandwidth and GPS settings preferences 2009 ValuePRO 7 V PRO ValuePRO Mobile Edition A Qive Section 2 Installation Steps Version Info This option provides you with your exact ValuePRO Mobile Edition version number When requesting ValuePRO Technica
6. the fields and tabs that are shown here are from the standard ValuePRO configuration your ValuePRO instance may well be significantly different to what s shown depending on the changes and customisations made by your ValuePRO Master User Clicking on the External tab we see that the fields shown have now changed Inspection Time Report Type property Type Current Use Marketability Environmental Hz Heritage Issues L Street Appeal 2009 ValuePRO F V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field ValuePRO Mobile also now supports recording property information in a nested structure This enables you to record information about each individual bedroom and or bathroom as shown below Instructions External Land Buildings Bedroom Bedroom 1 Bedroom 2 Bedroom lt Add Bedroom gt Bathroom lt Add Bathroom gt Lounge lt Add Lounge gt Study Family Clicking on the new Bedroom for example will show the following fields note this may well have been substantially modified by your ValuePRO Master User aluation omy Ase ok f 31 Smith Street Bedroom FloorsCondition OoOo Each field can be edited by typing scribbling writing in the white boxes Where a box has a grey background this indicates that only a select number of items can be chosen 2009 ValuePRO F V PRO ValuePRO Mobile Edition asf olivis Section 3
7. 009 ValuePRO ValuePRO Mobile Edition J Va uePRO Section 3 Using Mobile Edition in the Field Photos View When using ValuePRO it s quite likely that prior to inspecting a job you may well already have a photograph of the property you are about to Inspect This photo will probably come from e Your firm has previously valued this property and the previous photo s have been copied across into the new valuation job e Your firm subscribes to PDS Link which may have a photo s on file for this property and automatically loaded any available photos into the job when it was registered e The job requested may have originated from your own ValuePRO Client Web Access system or a third party LIXI system such as Valex VMS or ValuersLINK and a photo was provided with the valuation request Being able to see all of your current jobs as a grid of photos is useful while out on the road for instance to be able to more easily identify your destination while driving 0 Winchester Street 3 100 Campbell 40921 In the example above pressing the gt button will open the job 2009 ValuePRO W PRO ValuePRO Mobile Edition Oive Section 3 Using Mobile Edition in the Field Map View In a future planned feature of ValuePRO Mobile you ll also be able to view your current list of jobs as a map in either Street Directory style view or in an Aerial photograph Birds Eye view A beta trial of this service is available to custo
8. 09 ValuePRO ValuePRO Mobile Edition J o uePRO Section 3 Using Mobile Edition in the Field To change from the Instructions tab of the current job to the Instructions tab of a different job we d first click on the left hand button the following job selector is displayed To change to another job you simply tap the job you wish to change to We now see the instructions tab for the new job as shown Valuation air Tx a ok 9 Chevrolet Court Job Number Ee VAddress Map Reference Page 97 M 5 0J Date In Date Due Contact for Accel Reques Name eet Loan Amount eC Bi Contract Price a Bg Media EJ n SS i m r h an It s obviously not desirable or practical to display all the fields of information for a given job ina single long list Wherever possible we also want to avoid having to scroll vertically or horizontally when using a mobile phone To make it easier to navigate we group together fields into logically organised tabs Each tab contains some relevant fields 2009 ValuePRO J V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field To change tabs you click the right top button and you will see the following screen fe structions External Land Buildings Other Imp Comments Sales Photos Audio Videos Scribble Sketches Documents The list of tabs are displayed as shown Note that
9. 25 Mixed Lise Neighbourhood Business 2009 ValuePRO ValuePRO Mobile Edition A o uePRO Section 3 Using Mobile Edition in the Field Currency and Number Fields To further accelerate the entry of numbers currency and large figures a calculator style numeric keypad will pop up when you zoom into a numeric field using the gt button The large format number buttons 00 000 keys further reduce clicks and taps needed to enter large numbers You can also toggle between positive and negative numbers using the button and enter decimals using the button Date and Time Field Some fields may require you to enter a date and optionally a time of day as well The Date Time control makes it simple to enter a date and time using the single click buttons shown below Date Due Ei October 2008 D 12 15 14 15 16 1 19 20 21 22 23 24 26 27 26 29 30 31 Today 3 9 09 Options 2009 ValuePRO ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field ValuePRO Sub O bjects The Sub O bject Field type allows you to combine collections of fields together to define a new kind of composite field For example sub objects make it possible in ValuePRO Mobile Edition to record separate field notes for every bedroom bathroom kitchen etc The various notes about each bedroom can then be automatically strung together into a finished sentence that will appear on the final valuatio
10. AL COMMENTS F 9 SECURITISATION COMMENT Ari AFi T TARAI AD Pe A Add Document to Job Why can t I see Signatures on the Report Download in Word Document Format Right dick Save Target As ba a In essence the job has been mostly completed and printed without ever typing the contents on the keyboard or taking down and transcribing any paper notes from the field 2009 ValuePRO
11. Depending on your data plan or subscription conditions there will generally be a cost associated with synching data remotely using this type of connection G PRS This is the same as above except using a slower older connection technology still supported by most carriers Costs tend to be higher on this kind of connection and the speed of the synchronisation is also likely to be slower O nce you press the RUN button the screen should then start populating with the following status text 2009 ValuePRO m V PRO ValuePRO Mobile Edition A ellis Section 2 Installation Steps Communication Comms Type WiFi Status Get data from Server Send Email Attachments Send Email Attachments Finished Send data to Server About half way through the synching process the screen will begin to scroll through a series of actions this information may be useful to provide should you encounter any issues and need to talk to ValuePRO Technical Support Fy Comms rong Tye a ok Communication Comms Type WiFi Status Send Email Attachments Send Email Attachments Finished Send data to Server Finished sending data to Server Checking for Program Update Get data trom Server Processing data from Server Recreating Tables Populating Valuations Table O nce the synchronisation process has completed successfully you may see the following prompt 2009 ValuePRO ValuePRO Mobile Edition S Va uePRO Section 2 Insta
12. Kitchen etc Sub O bjects can also be used to record any kind of field notes where there is a potential to have 1 2 or x number of items for each property or report This extends the capabilities of the Mobile edition to cater to Commercial Retail Rural and Industrial reports as well For example you are able to record relevant information against multiple offices warehouses loading docks paddocks etc To delete the current sub object in this case Bedroom 1 you press this menu option marked Delete below Heese let Ey aj j Media Note too that the Media menu option Professional Edition only allows you to record photos audio video and scribble notes against this specific Bedroom later that information can be easily searched classified and appear in an appropriate section of your report 2009 ValuePRO ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field ValuePRO Sales Evidence Every job has a special tab called Sales on the list of Tab options This will bring up relevant Sales evidence for the current job as shown below gt aluation pg Ty 45 ok 9 Winchester Street Selected Sales 1 All Distances HAMIL TOM ha All Price Ranges All Dates al 36 YWINCHESTER ED 05 Jul 2008 290m 380 000 C 9 WINDSOR 05 May 2008 268m 619 000 This view of your sales database contains sales evidence automatically suggested as rele
13. NS MySubObject Card View Expand MySubObject Save MySubObject Save and Close MySubObject x Cose Save Print Spel Qa Delete Quote Invoice Reply send Export Copy Map STATUS Valuer Allocated O E T V Trusted sites Protected Mode off R10 7 2009 ValuePRO ValuePRO Mobile Edition fe uePRO Section 3 Using Mobile Edition in the Field After the synchronisation the fields that were blank before are now filled in as follows 10 Nicklin Street Coorparoo 041042 Windows Internet Explorer https admin mortgagevaluers com Valuation asp JobID 156 NSTRUCTIONS SUMMARY RISK VALI AND T SALES Plus kitchen 1 Interior Layout Functional aaa Auto PC Items e3 eee Fixtures amp Features 2 x Built In Robes Walk In Robes Shower 2 x Vanity 2 x Exhaust ica Auto Fan IXL 3 x Toilet Spa Bath 2 x Hand Basin Stainless Steel Trough Sink Single Bowl Wall Oven Hot Plates Range Hood Signficant Ancillary fAbove Ground Swimming Pool 1 has timber deck Machinery Shed 2 Concrete floor and power MySubObject Card view Expand MySubObject _SaveMySubObject _SaveandCloseMySubObject T Close Save Print spel QA Delete Quote invoice Reply Send Export Copy Map STATUS Valuer Allocated ae o i i i Miso ae a At the simplest level the numbers of bedrooms and bathrooms for this property has been automatically calculated based on
14. TERNATIVE APPRO ACH For valuation firms with large numbers of staff with mobiles and multiple handsets an alternative to installing each device by hand one ata time Is to devise a batch copy script This essentially involves installing one phone using the recommended approach as a baseline You then take a snap shot of the various folders and files created by our setup application then save this to your desktop machine Next you create a short batch script to copy the files to the various locations required on the phone The application is then ready to use Some firms have gone as far as pre populating the ValuePRO sdf database with each valuer s sign in credentials prior to deployment This approach should only be attempted by experienced IT management and thoroughly tested before attempting to roll out en masse 2009 ValuePRO ValuePRO Mobile Edition Section 2 Installation Steps ValuePRO 4 Setting Credentials O nce the software is installed you should be able to find it easily by clicking Start then ValuePRO Mobile If you cannot immediately see the application icon on your start menu then you can click Start Programs and scroll down until you see the ValuePRO Mobile icon You will first be prompted to enter your ValuePRO credentials server URL Atte imobile mortgagevalu The following table explains what you should enter into each of the above fields User ID This is your normal ValuePRO user name s
15. Using Mobile Edition in the Field To access the suggested values for this field just tap the gt button to the right of the field this will bring up the Field Editing window as shown below no Field Edit Fixtures C Bay Windows _ Ceiling Fans Ceiling Roses _ Picture Rails _ Walk In Robes FY Options In the Professional Edition you will have the opportunity to also add in additional information that isn t covered by the suggested check boxes Using the tabs on the bottom of the screen you can dictate additional comments scribble notes and quick sketches as well as take photos and videos that are relevant to the current field Fixtures Record Playback lo Seconds 2009 ValuePRO d V PRO ValuePRO Mobile Edition vw ellele Section 3 Using Mobile Edition in the Field Calendar View In addition to the Default Jobs view ValuePRO Mobile Edition allows you to see the same job data presented on a Calendar view This in essence replaces the traditional paper based run sheet by presenting your full week s worth of job appointments on a single screen re Main Menu er yX pemo anora Campbell Street pemo anora 00 AM 07 00 AM Al i Settings El SyncNow settings Ea SyncNow Sync Now You can just single tap on the appointment on your calendar to see more detail about the selected appointment or double tap to open up the job and start editing 2
16. ValuePRO ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field 3 Multi Media Extensions in the Professional Edition As we ve alluded to in earlier sections of this user guide ValuePRO Mobile Professional Edition now allows you to record audio sketches photos and videos against any field and object on the mobile system This capability has been developed to address a fundamental issue with using small electronic devices in the field typing full sentences and paragraphs on a small keyboard on a hand held device is simply not comfortable not fast and not popular It s obviously much more natural for experienced valuers to simply dictate additional notes into a dictaphone or scribble some notes on a piece of paper or take a photo video clip to record any out of the Ordinary circumstances We lacked a convenient and practical method for recording information when an appropriate tick the box option didn t apply to this specific property Until now this has been a gap in the capability of the mobile platform for ValuePRO What we ve devised is a series of input methods that give you a more natural way of working when the standard options don t tell the whole story As different situations call for different appropriate methods to record them we ve provided you with a full spectrum of possible recording techniques each are detailed below We ve also foreseen that on some occasions you may wish to record using
17. Windows Mobile Edition Use USING VALUEPRO IN THE FIELD S o luePRO 1 YN OHO UO A W N eA O UO A W N F O UO A W N e ValuePRO Mobile Edition Table of Contents S a E tect gana nee bats eee secee eu ueecgetaeteunyucea qneiece rie coe nt cnne et ce 1 What does ValuePRO Windows Mobile Edition DO ccccceeceseceeeceeeeeeeeeeeeeeeeeeeeeaeetaeeaeetaeeenas 1 DCM CIE artvarievaenada Morsay arava daeddvoyay ete ed diden dour ioananeaateanqnanieieditaeda Moreapayanhadaeanonaiieen tated 1 PERCO ES aa E db ea amc Aca nasi AAE tid tuamanaeee 2 Oa EE sc ic ee ee eee ee TTT 3 Alternatives to using ValuePRO Mobile Eition cccccccsceseesseeeeeeeeeeeeeeeseeeeeeeeeeeseeeeeraeeaestastaentges 4 Future Development ee 4 callie E OO ee E e E rr 5 PSL SECIS r A E E A E T A EE E EE T 6 e E O E EAEE as peteaes 6 VEDIC CIAO CO TS a E E NN 6 How to Install seg roscerasttcierecairntanistevincespsanasatoaapurinnphanrnpasdieconiengtiuanaaeboiespitsaaenniinentarmartaaperion 7 e snila GA GICCC MAS PAE A E NEEE A O A E 9 VINCI VIS Ul pO NEA E E EAE T E E te E EIEE E ET EE aantaacin 10 Setting Application Preferences cccccsccsecseecseeceueeeeeeeeeeeseeeseeeseeteeeeeeteeeseteaueseetantaeetaeetaeetaneges 14 Using Mobile Edition in the Field cc ccccccceccececeeeeeeeeeeseeeeeseeeeeeeseeeeeeeeeeeeeeeeeseeaeeeeaeeges 22 Navigating and Viewing WO OS iasestrsiriec one intnsencceriteainirataale cs Sannaigutisimsnun teaebitnnntado
18. a combination or even all 5 possible mediums and this Is fully supported for example you can mix and match typing tick the box and dictation We ve also made it possible to record multimedia at any level within the job against specific fields or objects Here s a diagram that illustrates how media can be recorded against your job denotes a new capability and one that is unique to ValuePRO Mobile Professional Edition Job 123 Anywhere Street nywnere stree Field on Job yes ptions E g Property Type Suburb Photos Video Scribbles Audio Photos Video Scribbles Audio Photos Video Scribbles Sub O bject E g Bedroom Normal O ptions Field on Sub O bject Audio E g Floor Condition Photos Video Scribbles on Bedroom 1 2009 ValuePRO ValuePRO Mobile Edition J o uePRO Section 3 Using Mobile Edition in the Field Dictation What some valuers are doing to avoid typing is carry around a separate digital or analogue Dictaphone sometimes even manually e mailing their audio files from their laptop while in the field to ensure that dictation files get to their admin staff before the daily 3pm rush This is a practical solution albeit a clumsy one for the user who ends up juggling multiple devices internet connections and fiddling with various pieces of software To make the process far more elegant and efficient we ve simply added in a Talk tab
19. asaniade tute sieuwrsteauirte 22 EON ODS aaee E chat abakonieusuev OR 34 Multi Media Extensions in the Professional EQition ccccccccsescsseceeeeeeeeceeeeeeeeeseseeeeeeeeeeeaeeeeengss 48 Sketching Areas on the Phone with APEX Mobile Sketch ccccccesceseceeesesteeeeeeeeeeeeeteeeesestaesraetees 55 Calculating Areas and SKCtGl CS aisssnccisesinsernn EE 56 From Mobile to Finished RQDOMt cccceecssecsecsseceeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeetseetaeeteeaeeraetsenenentas 60 ValuePRO Mobile Edition Section 1 Summary 1 Summary 1 What does ValuePRO Windows Mobile Edition Do The Windows Mobile Edition of ValuePRO equips your valuers to carry relevant data and information to a job inspection record additional information observed on site and synchronise that information back to your ValuePRO system either from the field or upon return to the office Additionally the system can be configured to then automatically write sentences and paragraphs in a valuation report based on user defined formulae of your choosing The system is designed to work on any Windows Mobile platform it integrates with industry standard sketching software and makes extensive use of the GPS capabilities of most recently manufactured phones 2 Benefits For most valuers the Windows Mobile Edition will deliver a quantum leap in efficiency in how they work in the field Traditionally Valuers take down paper based notes whilst on site and
20. cess contact that you are running late by SMS and or by a single click to call their mobile phone This function is enabled by checking the Display Warning checkbox The number of minutes in the drop down list triggers when the warning is displayed l e the warning will only be displayed in the example above If the system has calculated that you will be more than 10 minutes late to the next appointment if you leave now Bandwidth Settings During the synchronisation process you may be connected via a fast slow expensive inexpensive internet connection type ValuePRO Mobile and Tablet Editions let you customise what classes of data to upload and download depending on the type of connection you have at the time This assists both valuation firms and individual valuers in controlling their bandwidth costs while out in the field and ensuring that only the data that needs to go up and come down Is processed On expensive connections 2009 ValuePRO d V PRO ValuePRO Mobile Edition we aiue Section 2 Installation Steps The bandwidth settings page is shown below Bandwidth Rules Download Upload aware Sales Photos wae Other Settings C Max Sales S000 Cancel Underneath the Item heading you can see the type of data to be transferred between the Tablet and the ValuePRO server ie Jobs Sales Photos Sales Photos Documents Underneath the Upload heading for each class of data you can choose from the
21. d the costs involved even at the high end can be completely recovered if there is even a less than 0 6 improvement in valuer productivity As this document will no doubt demonstrate the efficiency gains you can generate from using the system are several orders of magnitude higher than the breakeven point We have had users report back to us many success stories where average turnaround times have been reduced by more than a business day and even an Increase in jobs done per valuer of between 1 and 2 Even if your firm can duplicate just a fraction of this efficiency improvement the return on investment is completely incontestable 2009 ValuePRO ValuePRO Mobile Edition Section 1 Summary 5 Alternatives to using ValuePRO Mobile Edition The Windows Mobile Edition of ValuePRO may not be suited to all of your valuer s needs or preferences The ValuePRO platform recognises this and provides the valuation firm with the ability to mix and match various field data capture solutions for each of its staff while still using the standard ValuePRO system as your back office solution ValuePRO has developed the following field data capture options for you e ValuePRO Windows Mobile Edition This is the option covered by this user guide e ValuePRO Tablet Edition This option will suit your top performing most tech savvy users especially if they are familiar with the APEX N exus sketching system You can get more information on Tablet Edi
22. device x Deploy MOBILE 2009 a Now Installing Standard Edition Optimised for Windows Mobile 6x Created by PocketPCinstaller 2009 ValuePRO ValuePRO Mobile Edition Section 2 Installation Steps A Vo luePRO Or like this if you are installing the professional edition r ValueProMobile Click on the button below to copy amp run this installer Va U e P R onto your device Deploy MOBILE 2009 ae Now Installing Professional Edition With full Multi media Support Copyright c 2006 2009 laluePRO Software Pty Ltd Created by PocketPCinstaller Press the Deploy button The installer will automatically check your device via the USB cable and start to transfer the software to your phone for you It will also explain to you that you must click O K on your phone to allow the installation to proceed You may be prompted to install MS SQL Compact Edition This is a pre requisite to using ValuePRO Mobile If you are presented with a choice you should choose to install this application to the Device not the storage card The software will not work if you make the wrong choice at this stage Next the installer will attempt to install the ValuePRO Mobile software you will be prompted to choose between installing the application to the device or the storage card Itis very important that you select Storage Card the software will not work otherwise AL
23. drop down box the slowest most expensive connection type you would like to upload this type of data on Underneath the Download heading for each class of data you can choose from the drop down box the slowest most expensive connection type you would like to download this type of data on The options are self explanatory Bandwidth Rules Download Upload Awas Always GPRS WIFI 2009 ValuePRO a ValuePRO Mobile Edition A o uePRO Section 2 Installation Steps The Max Sales and Max Jobs settings define the maximum number of records of sales and jobs respectively that should be downloaded when synching You can vary the total number as required This threshold ensures that even if many thousands of records match the requirements to be downloaded to your Tablet only the 2 000 most relevant sales for example will be downloaded thereby placing an upper limit on how much data is transmitted when synching Credentials This gives you the ability to update your password and other credentials whenever required It will open up the initial credentials screen you saw when first logging in Jen i ki server JRL http mobile mortgagevalu If you have changed your ValuePRO system password on the web edition you will need to update the password stored on your Mobile accordingly using this menu option Sketch Cleanup When using ValuePRO Mobile Edition you are likely to be using the APEX Mobile Sketch product to
24. e contact s number Another option is to single click the SMS 0410 option this exposes a text area where you are able to type write scribble a text message that is then sent to your access contact If your mobile phone has GPS and TomTom navigation software installed you should also see a Navigate To option clicking this option will automatically start the TomTom software and give you a series of audio prompts that will navigate you to your destination 2009 ValuePRO J V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field If you do click on a given job you will see the first tab of the job The screen is laid outas follows Map Reference UBD Page 163 Contact for Acce Pjers on 0410 4 Phone Reques Name Test Client Client Phone MMMM Meee Loan Amount Contract Price The job can be closed and you can return to the main menu by clicking on the ok button on the top right of the screen The interface has been designed for the fastest possible navigation with the fewest number of taps possible to jump between jobs and sections of jobs Yaluation ar Ty a ok 31 Smith Street Job Number b41018 gt e Sores Aa eek co EB The top line of the job window has two buttons the left hand button displays the street address of the current job The right hand button displays the name of the current tab that you are on for this job 20
25. ePRO Section 3 Using Mobile Edition in the Field Scribble The scribble pad is designed to replace the humble post it note or quick set of notes on a scrap of paper the type that usually gets lost or has to be manually scanned The best way to interact with the scribble pad is by using the Windows Mobile device s stylus as if it were a pen EB Bah The scribble pad allows you to scribble onto multiple pages in case you need lots of room or wish to separate out your comments into logical sections 2 Fans Type Scribble Photos videos Options To add a new page press the button To delete the current page press the X button Use lt and gt to navigate between the next and previous pages and the gt gt and lt lt buttons to navigate to the last and first pages respectively Images are saved in a very efficient monochrome BMP format and converted to PNG on the server then are available as a pop down display when you are in the appropriate field on the job in the web edition of ValuePRO 2009 ValuePRO ValuePRO Mobile Edition Vo uePRO Section 3 Using Mobile Edition in the Field Photos and Video Use the Photos and Videos tabs to record one or many photo and video clips to the field sub object or job Field Edit 7 Yx 45 lok se Vrield Edit oy TOR FixturesConditio FixturesConditio Options Options Pressing Add Photo or Add Video wi
26. ementing and running the solution are very low when compared with other alternatives The range of available Windows Mobile devices is increasing substantially and there Is a global shift amongst smart phone manufacturers to migrate from competing operating systems to Windows Mobile Devices are getting cheaper lighter faster and more feature laden as time goes on The majority of mobile phone carriers offer some form of zero upfront cost smart phone handset in exchange for a minimum 12 or 24 month commitment to their carrier services This effectively removes any upfront capital investment involved for the valuation firm Also as the Windows Mobile edition of ValuePRO is included at no extra cost as part of your existing ValuePRO license there is no additional software cost involved in taking advantage of the system The following table provides an indicative breakdown on the unit cost to equip each valuer with a Windows Mobile solution dem S High End Phone spend of between 70 150 Software License 104 50 in Year 2 Leica DISTO Bluetooth 359 00 1 495 00 ValuePRO Windows Mobile 0 00 included in your ValuePRO License License Bandwidth Costs 0 00 per month if you Between 10 to 30 per choose to exclusively month depending on synchronise from your O ffice synchronisation settings and or Home Wi Fi networks mobile data pack plan costs Total Year 1 Spend 269 50 2 000 00 Based on statistics we ve assemble
27. ences The Settings main menu option provides you with some important choices that allow you to customise how the Mobile Edition will work on your phone The various settings available are as shown Jobs 19 Cobble 31 Smith Street 34 Bourke Street 34 bourke street 13 Chevrolet Court Yersion Info Rebuild Database Cleanup System Credentials Bandwidth Each of the setting options are explained as per below Stop Start G PS Tracking When a GPS receiver is installed on your Mobile Device ValuePRO Mobile is set by default to log your current position to the Phone s database and then synchronise your ground track records with the ValuePRO server at periodic intervals You can turn off on this feature by clicking this menu option You can tell that logging is switched off if the menu choice says Start G PS Tracking The information sent back to your company s ValuePRO server includes Latitude and Longitude Vertical and Horizontal Accuracy of location fix Altitude above sea level global datum Local Time and Date Speed relative to ground track Heading in degrees Your user name With this option switched on your company s admin and master user staff are able to access your location in real time and then assign urgent jobs to you while in the field based on your proximity to jobs as they are registered 2009 ValuePRO ValuePRO Mobile Edition Section 2 Installation Steps o
28. ferable and supported A phone connection A data pack from your carrier for minimising the cost of bandwidth whilst in the field An on board GPS chip e TomTom PDA Version Software and Australian maps loaded for integrated in car navigation e A slide out keyboard if you plan to use typing for on site input e You MUST have a separate storage card the software will not work without one we recommend at least 1G ig in size but 8G ig and larger are commonplace now and very affordable It is also recommended to get the most out of ValuePRO Tablet Edition to have e A licensed copy of APEX Mobile Sketch software e A Leica Laser DISTO Bluetooth enabled measuring device e Official APEX Mobile Sketch end user training The latest edition of the software can be downloaded and installed from www valuepro com au M obileEdition Check with ValuePRO technical support to see if your edition of ValuePRO will support ValuePRO Mobile Edition we may require a scheduled time for upgrading and configuring your ValuePRO service to be compatible with the Mobile Software 2009 ValuePRO ValuePRO Mobile Edition Section 1 Summary 4 Cost versus Benefit ValuePRO Mobile Edition represents the most cost effective proven and powertul field data capture product produced for the valuation profession in Australia and New Zealand As this solution is very extensively tested widely deployed and with a large established user base the costs of impl
29. h your criteria the N ext and Previous buttons will be enabled allows you to scroll forward or back per set of 20 results To enter a comparison to the subject property click on the gt button and the sales evidence window will appear r Sales Comparison 56 WINCHESTER 05 07 2008 380 000 Include as Comparable Comment Add Comment hi O Comparison Add Comparison ki You can either type or write directly in the spaces provided or choose from the drop down boxes for pre written commonly used comments 2009 ValuePRO F V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field In the Profession edition pressing gt will expose the ability to Type Talk Scribble Photo and or Video the sales evidence comments and comparisons At any stage you can see each of the comparable sales evidence records used by clicking on the SELECTED SALES button as shown Valuation Er Tx a ok 9 Winchester Street Search Sales a6 WINCHESTER 05 Jul 2008 380 000 11 EKILLARA 28 Oct 2005 comparable overall 2009 ValuePRO ValuePRO Mobile Edition J Va uePRO Section 3 Using Mobile Edition in the Field Sales evidence can also be seen asa grid of photographs If you have photos recorded against Sales in ValuePRO they will also appear on the Mobile edition Use the PHO TO S view button on the bottom left of the screen to toggle int
30. isan Com Add Scribble You can also press the Add button to add a new media item at the job level from this screen 2009 ValuePRO T ValuePRO Mobile Edition Va uePRO Section 3 Using Mobile Edition in the Field 4 Sketching Areas on the Phone with APEX Mobile Sketch Some users of the Mobile edition of ValuePRO will also own a copy of Apex Mobile Sketch and a Bluetooth enabled laser disto MobileSketch This sketching product boosts the valuer s efficiency in the field by using a laser measuring device and sketching software to draw the property classify area types and calculate total areas This method of measuring and sketching has a number of core benefits e Accuracy is radically increased human error removed from calculations e Time to sketch the property for a skilled operator is vastly reduced over paper based and trundle wheel measuring tape sketching e Quality and Presentation of reports are augmented by having a professionally produced sketch incorporated in them e Sketches are re usable and very helpful when re valuing the same property later on ValuePRO Mobile is tightly integrated with Apex Mobile Sketch it automatically launches the mobile sketch application keeps track of the location of your files and automatically synchronises the sketch files summary data and images with your report If you have Apex Mobile Sketch installed on your Windows Mobile device you can easily add a new
31. l Support we may ask you for this number to assist us in answering your Mobile Edition related questions gt Main Menu Tx Sort By Job Number v Jobs 19 Cobble Version Number 4 0 3350 25961 F Memory 49 2MB 52 Lot Chevrolet Court Lot Chevrolet Court Company Mortgage Valuers Valuer Piers Cackram ValuePRO ns arr os on oe Ters Settings Sync Now O nce you have reviewed all of these settings and are happy with your preferences you are now ready to start using ValuePRO Mobile Edition in the field 2009 ValuePRO ValuePRO Mobile Edition Vo uePRO Section 3 Using Mobile Edition in the Field 3 Using Mobile Edition in the Field 1 Navigating and Viewing J obs The Jobs Tree View Top Level O ptions Editing Field values For convenience the listing of current jobs assigned to you can be sorted by any of the fields shown in the drop down box shown below Main Menu e x 4 X Sort By Job Number v Jobs Job Number j 19 Cobble 31 Smith Stre Suburb 34 Bourke Str cnection Date 34 bourke str nste In 13 Chevrolet dpate Due 13 Chevrolet Court 9 Chevrolet Court 10 Chevrolet Court Lot Chevrolet Court Lot Chevrolet Court Company Mortgage Valuers GPS Valuer Piers Cockram ValuePRO Jobs Calendar Photos map Dist GPS Settings Sync Now From the main menu of the application you can access any job simply by clicking o
32. ll start the device s on board camera Use the Camera button on your device to snap a photo or for a video press the Camera button once to start recording then zoom and pan and even talk if you wish to record audio with the video clip then press the Camera button again to end the recording You can play back recordings or photos by clicking on the gt button next to the clip or photo that then appears on the device You can also remove unsyncrhonised photos and video using the X button Photos are uploaded to the server in JPEG format Videos are by default in WMV format Both formats are designed to work well with Internet Explorer and Windows Media Player respectively 2009 ValuePRO ValuePRO Mobile Edition A Vie uePRO Section 3 Using Mobile Edition in the Field Accessing the MultiMedia Summary Pages To make it easy to keep track of what items you ve attached scribbles audio video and photos to the Tabs menu for all jobs on the Professional Edition always have a Photos Audio Video and Scribble tabs as shown Instructions External Land Buildings Other Imp Comments Photos Audio Videos If you click on any of these tabs a summary of all the multi media content of this tyoe recorded for this job along with the field or object it s recorded against is shown Valuation rng se Ee 9 Winchester Street Scribble 1 Bedroom 1 FixturesCo Valuations Services SalesCompar
33. llation Steps Comins ValuePRO kalalaji Finished Remote Syric This process uses a lot of memory It is recommended that YOU terminate the program and then restart it to free up memory Do you wish to terminate this program There is a known issue with the Microsoft Windows Mobile operating system that causes a gradual memory leak when mobile applications connect to the internet and download data via a web service For most modern phones the impact is unnoticeable as there is lot of system memory available If you have a very modern device and haven t seen any speed or performance degradation after several successive syncs then you can click No Otherwise click Yes and then re launch the ValuePRO application via the start menu The synch dialog box will disappear automatically and your list of current jobs assigned to you will appear on the screen as shown ne Main Menu reng Tx ME X Sort By Job Number E 19 Cobble 31 Smith Street 34 Bourke Street 34 bourke street 13 Chevrolet Court 13 Chevrolet Court 9 Chevrolet Court 10 Chevrolet Court Lot Chevrolet Court Lot Chevrolet Court Hll Company Mortgage Valuers Valuer Piers Cockram v aluePRO cema Settings Sync Mow Seeing your jobs presented as shown above indicates that the installation has been completed successfully 2009 ValuePRO Ng ValuePRO Mobile Edition A Va uePRO Section 2 Installation Steps 6 Setting Application Prefer
34. luePRO Autostart G PS Logging TomTom Threshold Proximity Alerts Jobs ValuePRO Mobile Edition Section 2 Installation Steps server This sets the default setting for this Mobile device Un checking this box will ensure that no logging of your GPS position will occur until you explicitly turn this feature on ValuePRO Mobile Edition integrates with Tom Tom In Car Navigation software After pressing the NAVIGATE button to navigate to your chosen destination job or sales evidence the Tom Tom application will take over your screen and guide you with visual and audio prompts such as Turn left then turn right etc This threshold measured in meters from your destination will then automatically shutdown the Tom Tom application to avoid you having to toggle between ValuePRO Mobile Tablet and the Tom Tom application once you ve arrived You can choose between 0 5 10 20 50 and 100 meters from your destination If you choose to ValuePRO Mobile edition can automatically provide a visual prompt to alert you to a job or sale that is near your current position The pop up window then gives you information about the sale or job and lets you perform various functions with a single click or tap Tick the check box on the left hand side if you wish to be alerted when you are within a certain distance of a job allocated to you in your current jobs list Choose the radial distance in meters from the drop dow
35. luePRO G PS Config Clicking this option opens up the GPS features configuration menu but only if a GPS has been detected on your device as shown below al Location Settings Save Cancel Log GPS Position Logging Interval 1 Upload Interval When Logged Autostart GPS Logging TomTom Threshold 100m Proximity Alerts Jobs 100m Sales 100m x Late Arrival Warning W Display Waming 10 min Each of the above settings and their function are described in the table below Log GPS Location Logging of your current location to the mobile database can be turned on off from here Logging Interval This allows you to set how frequently your G PS position should be logged to the database As an example a value of 1 means your position will be recorded every 1 minute The value of this setting has no effect if G PS logging is switched off Upload Interval This allows you to control when GPS position information is sent to your ValuePRO server e When Logged Means that G PS location information is sent to the server at the same time as it is recorded in effect transmitting your position constantly e g every 1 2 5 10 15 or 30 minutes while you are within range of Internet access This setting is essential if you plan on allocating jobs based on proximity to the valuer in real time When Synching Means that G PS location history is cached until you decide to synchronise all data with the ValuePRO 2009 Va
36. mers who wish to contribute to the development and testing of maps on the Windows Mobile Platform Main Menu Contact ValuePRO about this feature eee SE Settings Sync Mow Note that Mapping functionality is completed and available to use on ValuePRO Tablet edition for an example see below 4 ValuePRO Tablet Edition ol x Settings Sync Exit eloede23 D 4 Jobs Calendar Photos Map Dist Near GPS Valuer Darrell Cann Company Mortgage Valuers GPS On 2009 ValuePRO J V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field Distance View O ften when out in the field it s handy to know which jobs and sales are near to your current position When your GPS receiver is on and working ValuePRO distance view will show you how far away each Job and or Sales are from your current position in both kilometres as well as estimated driving time Settings Ed Sync Mow In the example above you can click on any job or sale and you will be presented with a pop up window as shown Jobs Valuation Select 3 100 Campbell Street Bowen Hills Dm 0 00 The function of each button on the screen above is as follows 2009 ValuePRO ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field Shuts down the current pop up window Changes to Job View and opens this job ready for editing Call If a phone number s have been reco
37. mpatible version for use on Nokia and other Java based devices based on our BlackBerry implementation The approach ValuePRO is taking is to ensure that the valuer is future proofed from changes In technology evolution of devices and changing market shares of what remains a very fluid and rapidly changing marketplace for mobile devices In essence an investment in ValuePRO does not require you to take a bet on the future success of a single platform such as Windows Mobile Instead we offer a hedge against the future commercial risks associated with a new platform gaining market dominance The purpose is to protect your existing technology investments to date and into the future The iPhone and Blackberry are both particularly exciting platforms to develop for each offers unique capabilities and have different paradigms for entering data O ur development approach with every platform we target is to start from a clean sheet and develop specifically for the device in question We do not intend to simply port the code from our windows software to the other device types Even so the conceptual framework for the mobile edition will remain the same and be instantly recognisable to users regardless of which device you are using Executive Edition Towards the end of 2009 ValuePRO intends to offer a separate mobile application targeted at owners directors and senior managers of valuation firms This application is currently code named the Execu
38. n box in the middle When you are within for example 100 meters the alert will be triggered The far right drop down box allows you to select what should happen when the alert is triggered i e e Open This will automatically save the work you are currently in and navigate to open up the job you are now close to With this option switched on you simply have to be within the threshold distance to select and open the job no click or tap required Alert This will simply puta small pop up box over the screen allowing you to still see underneath the pop up screen whatever you were working on before 2009 ValuePRO ValuePRO Mobile Edition Section 2 Installation Steps This works In an Identical fashion to the Job proximity alert as above except it uses your sales database to alert you to possible sales evidence as you drive or walk past The alerts have been designed to only trigger once every half hour and have been carefully tested to be convenient and not annoying Late Arrival Warning Because ValuePRO Mobile Edition has access to GPS information about your current position the location of your next appointment the time of your appointment the time now and the driving time between where you are now and your next appointment the system is able to figure out if you are likely to be late for your next appointment If the late arrival warning is triggered you are presented with a single click option to warn your ac
39. n report without you having to type anything Your ValuePRO Master User will be in charge of deciding whether this feature will be implemented and available on your edition of the Mobile software Instructions External Land Buildings Bedroom Bedroom 1 Bedroom 2 Bedroom 3 lt Add Bedroom Bathroom Lounge Study Family Ancillary Garage The screen above shows how the valuer can easily access any of the bedrooms associated with the current property The bedrooms can be accessed by clicking on the button next to the Bedroom node in the tree view then single tap the bedroom you are in You can also add additional bedrooms using the lt Add Bedroom gt button Newly added bedrooms are automatically labelled as Bedroom x where x is the total number of bedrooms already in the property plus 1 2009 ValuePRO T ValuePRO Mobile Edition Va uePRO Section 3 Using Mobile Edition in the Field Clicking on a bedroom will reveal new fields that can be filled in as shown below a T 42 lok 9 Winchester Street re Yaluation Title gt rente ae T Heating Oil Heater HeatingCondition goad Floors FloorsCondition Fixtures Built In Robes FixturesConditio Motes The oil heater doe Delete The exact same concepts can be applied by your ValuePRO Master User to other types of rooms you need to record field notes against with typical residential rooms such as Bathrooms Lounge
40. n the street address If you just want to access the basic information about a job without opening it up for editing you can tap the button next to subject property address This will reveal a number of Job specific options Main Menu e Vx 45 X Sort By Job Number Jobs 19 Cobble 31 Smith Street Penrith NSW 2750 Job Number 041018 Contact Piers on 0410 43 43 Phone 0410434373 SMS 0410434373 Phone 0733330000 Map UBD Page 163 P 20 Mortgage Valuers Piers Cockram ValuePRO Jobs Calendar Photos map Dist GPS Settings Ea Sync Now The Contact option lets you access the phone numbers stored against the Contact for Access field in the job in ValuePRO For example if you wish to contact the person who is meant 2009 ValuePRO Z ValuePRO E ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field to open the property so you can gain access for an internal inspection ValuePRO Mobile can detect multiple phone numbers and can distinguish between mobile and normal phone lines gt Main Menu en hse a X Phone a Dial 0410434373 Contact Piers on 0410 43 43 l Phone 0410434373 SMS 0410434373 Phone 0733330000 Map UBD Page 163 P 20 Company Mortgage Valuers GPS Valuer Piers Cockram ValuePRO sobs Calender Photos mop bet 65 Settings Sync Now DA A single click on the Phone 041 option will prompt you to call th
41. o this view mode valuation en Ty 45 ok 9 Winchester Street Selected Sales HAMILTON JAll Distances All Price Ranges Al Dates hi lzkm a t2 18M 18 QUEENS 01 Oct 2008 55 ae ok i Note that the MAP view of sales evidence is a future planned feature and is not yet enabled Please contact ValuePRO Sales if you would like to see this feature enabled for your firm 2009 ValuePRO F V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field Photos Another special Tab that appears on all job types is the Photos tab When you click on this tab any existing photos for the subject property are shown You can take a new photo of the same property simply by clicking on the Add Photo button This will automatically interface with your on board or Bluetooth connected camera and take a photo Take Photo HE08 Q 1 0 You can also adjust the photo s title by clicking on the gt button This will open a pop up window like the one shown below 2009 ValuePRO J V PRO ValuePRO Mobile Edition f olivis Section 3 Using Mobile Edition in the Field rS Photo Details If the photo has been downloaded from the ValuePRO server you will not be able to change the title or delete the photo as other users may be making use of this photo while your Mobile device is out in the field and not connected to the internet 2009
42. obile device Contact the Australian distributors of APEX Mobile Sketch www apexwin com for information and support on installing their software onto your device If you are using Apex Mobile Sketch in conjunction with a Bluetooth Laser Measuring device you should also contact APEX Mobile Tech for assistance in this regard If you plan on making use of the extensive location based functionality on the ValuePRO Mobile Edition you will need to choose a Windows Mobile device with a builtin GPS receiver If you have purchased a Windows Mobile Device without a GPS receiver built in then you can purchase a very efficient pocket sized Bluetooth G PS receiver and install itonto your Windows Mobile Contact the manufacturer for assistance ValuePRO Mobile Edition uses Microsoft Windows for Mobile generic libraries to access your G PS receiver so the software will work with any manufacturers G PS device If you intend to take advantage of the integration with the PDA version of TomTom in car navigation software you will need to install this on your phone obtain Australian maps and properly license the application 2 Which Edition do install ValuePRO Mobile 2009 is now available in both a Standard and Professional Edition There is currently no charge for installing either edition if you own a valid ValuePRO license Here s some information to help you decide which one you need Edition Use this Edition if Standard You have an old Windo
43. or a given job on your mobile phone O nce you ve selected a job on the main menu the system will automatically load the first tab available for this type of job aluation eg lye ok 9 Winchester Street Instructions 9 Winchester St Map Reference UBD Page 141 02 10 2008 02 Phone Reques Name Client Phone Loan Amount You can then navigate to any of the tabs or sections of the inspection notes for this job by simply tapping on the name of the current tab in this case Instructions gt Select Tab Select the required Tab Instruction External Land Buildings Other Imp Comments Sales Photos Audio Videos Scribble Sketches Documents For this example we ll select the External tab 2009 ValuePRO ValuePRO Mobile Edition Vo uePRO Section 3 Using Mobile Edition in the Field We now see a selection of fields that need to be filled in to complete the report aluation on Wye ok Feee sneer eer F finspection Time JE Report Type property Type gt Current Use gt Marketability Environmental Hz Where the field s background appears in white it means that you can write or type directly into the space provided Where the field s background appears in grey it means that you must select from one of a list of pre defined options and cannot just type in To edit the fields value simply press the gt button on the far right hand
44. photos and calculating driving distance and time to your next destination 2009 ValuePRO ValuePRO Mobile Edition Section 1 Summary e Extensive customisation options enable you to design your own data entry forms drop down boxes and bandwidth usage e Comprehensive and on going upgrades and product development as well as first class customer support by phone and e mail The main advantages of using the ValuePRO Mobile Edition as opposed to developing your own in house solution or borrowing a solution developed by another firm are e Development and Support is backed by Australia s largest valuation software Organisation with the highest market share and longest track record of delivery e The unknown cost and timeframe risks of developing on your own are eliminated e Unit costs are lower as the development investment is spread over a wider user base than any one firm has on its own e The feature set is incredibly rich and is likely to dovetail into virtually every conceivable set of requirements you may have e Special features and proprietary functionality can be built and kept private to your Organisation safeguarding any unique intellectual property developed by your firm Pre Requisites In order to run ValuePRO Windows Mobile edition you must have a Windows Mobile device with the following recommended features Microsoft Windows Mobile 6 x O perating System At least a 320 x 240 pixel screen size VGA screen pre
45. pply by simply tapping the relevant check boxes on and off and pressing the save option to exit Field Edit Services LU Al UWSsLidl A LA se LSS Bio Cycle _ Bottled Gas Electricity Electricity telephone are connecte Electricity underground town wa Electricity telephone and town wa Electricity town water sewerage Rubbish Collection A Septic System _ Septic Treatment Plant A sentence is automatically concatenated together for you and will then appear in the appropriate section of the report After saving the sentence is automatically written for you as shown below Valuation en Ty ok 9 Winchester Street Site Area me Site4reaLable Site Dimensions Sa Site Description Services Bio Cycle Electricit Zoning BEE Scheme LEP zoning Effect LGA Cert Title l ll 2009 ValuePRO ValuePRO Mobile Edition Vo uePRO Section 3 Using Mobile Edition in the Field Single Select Plus This type of field assists you by presenting several commonly used values defined by your ValuePRO Master User that you can select Mostof the time these pre defined options will suffice to fill in fields of this type In the odd case where a different value not on the list has to be entered you can type or write directly into the text box at the bottom right of the screen called O ther Crown Lease Purpose Clause Australian Hndustry Inner Urban R
46. rates a sentence such as the following rile Above G round Swimming Pool 1 has timber deck Machinery Shed 2 Concrete floor and power 2009 ValuePRO ValuePRO Mobile Edition Va uePRO Section 3 Using Mobile Edition in the Field Now that a good majority of the report s fields have been completed based on data that was tapped and selected on the mobile or sketched on the Apex Mobile sketching software the report can be printed out as shown Report API Standard Dwelling wif Lease Evidence Style Street Appeal Main Walls amp Roof amp Window Frames Main Interior Linings Flooring Internal Condition External Condition Accommodation 3 bedrooms 4 bathrooms Interior Layout Fixtures and Features Z x Built In Robes Walk In Robes Shower 2 x Vanity 2 x Exhaust Fan IXL 3 x Toilet Spa Bath 2 x Hand Basin Stainless Steel Trough Sink Single Bowl Wall Oven Hot Plates Range Hood 6 ANCILLARY IMPTS Above Ground Swimming Pool 1 has timber deck Machinery Shed 2 Concrete floor and power PFS INSANE SO OR RCSA Dt PE AAV ea I Ta LT AN ena Res ag T F A F A T I h Hy a AMARE Sale Date Price Comments Comparison Lease Total Net Lettable Comparison Commence Rental Area ment Date Recent sale of subject property within past 3 years Earlier sale of subject property Level of Market Activity Recent Market Direction Two or multi tier market 8 ADDITION
47. rded against the Contact for Access a field in ValuePRO for this job you will have the option to dial any of these contacts using a single click particularly useful if you need to re arrange the appointment at the last minute SMS Ifa mobile number s have been recorded against the Contact for Access a field in ValuePRO for this job you will have the option to send a text message to your contact Navigate To If TomTom in car navigation software has been installed this will launch the Tom Tom application and provide visual and audio prompts to guide you to the selected job or sales evidence Photo Ifa camera has been installed on the Tablet or Mobile device pressing this button will launch the camera software Simply take a photo and it will then be automatically recorded against this job or sale G PS View This view shows you the raw location information being recorded from your G PS receiver The values will appear blank if no compatible G PS signal has been found Last Logged GPS Location Latitude Longitude Horz Precision Altitude Wert Precision Speed Heading Log Time Settings Sync Mow 2009 ValuePRO J V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field 2 Editing Jobs Your ValuePRO master user is able to design specific forms for your company for each type of job that you do in the field The examples shown below therefore may not be identical to what you see f
48. side of the field In this example below we ve clicked on the property Type field Field Edit property Type Impliete i A Cancel You are now presented with a list of options for this field that has been defined by your ValuePRO Master User You can single tap to change and then press the Save menu Item on the bottom left The O ptions menu item that appears on the bottom right hand side has a number of editing options you can choose from The role of each option is explained below 2009 ValuePRO Section 3 Using Mobile Edition in the Field ValuePRO Mobile Edition revert back to the list of fields on the current tab for the current job Reset Reset or Undo This button will reset the field to its previous value but leave the field open for editing Cancel This button will reset the field to its previous value and then automatically This button clears the current field of its value and sets the value to null or not filled out Your ValuePRO Master user has control over how each of these fields is edited by you There are several types of field you may come across Each field type has been designed to make it as quick and easy as possible to enter the data needed A summary of the major types follows 2009 ValuePRO J V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field M ulti C heck Box Fields of this type allow you to pick all the options that a
49. sketch or open an existing sketch via the Sketches tab on your tab view for that job s Valuation reg Nye ok 9 Winchester Street Sketches Instructions External Land Buildings Other Imp Comments Sales Photos Audio Videos Scribble Documents Add Sketch a a x n on a a ae 2009 ValuePRO ValuePRO Mobile Edition J Va uePRO Section 3 Using Mobile Edition in the Field 5 Calculating Areas and Sketches With the subject property of the job sketched up in Apex Mobile Sketch this sketch data can transfer back to ValuePRO upon completion and automatically calculate and fill in the various summary area fields that need to appear in your finished report The following example shows you how the Sketch is processed by ValuePRO once itis synchronised The sketch is automatically imported to the Photos tab as a photo that can be Inserted into the report Gary Theodore Gary Theodore Gary Theodore Gary Theodore Sketch 1 15 Jan 09 at 12 12 15 Jan 09 at 12 12 15 Jan 09 at 12 12 15 Jan 09 at 12 12 ae 15 Jan 09 at 12 13 Show in Report FrontPage V Show in Report Front Page Show in Report Front Page Show in Report Front Page F Show in Report Front Page The sketch can also be re named rotated and included in the printed report as per any normal photo 2009 ValuePRO VOINTI dO ValuePRO Mobile Edition Section 3
50. st Field Edit wy de Ok FixturesConditio Record Playback a 5 a Options To listen to what you ve just recorded press the gt button 2009 ValuePRO ValuePRO Mobile Edition Section 3 Using Mobile Edition in the Field ValuePRO A progress bar in blue displays how much of the current audio clip has played back in real time FixturesConditio Record Playback Type Talk Scribble Photos When the device is in playback mode you are notable to record new audio segments You must stop the playback before being able to record a new section You can pause playback at any time using the button as well as remove the current recording by hitting the X button tap yes to confirm the deletion All dictation files are automatically synchronised to ValuePRO and appear for you and your admin staff when editing this job field or sub object The upload of audio and other media files occurs automatically as part of the standard synchronisation process The Audio files are recorded in O GG format the most bandwidth efficient format possible for recording human speech You can assume roughly 1kb of file size per second of recording time These files are then converted to MP3 format on our server for maximum compatibility with internet explorer and the windows media player that is used by ValuePRO for audio playback in the browser 2009 ValuePRO ValuePRO Mobile Edition vi Va u
51. the number of Bedroom and Bathroom sub objects that have been created on the phone The standard wording for each field in the report for this job type has been defined bya ValuePRO Master User ValuePRO comes with a series of pre configured sentence formulae for common phrases and paragraphs that appear in your valuation reports based on the data you would normally collect while in the field 2009 ValuePRO ValuePRO Mobile Edition ValuePRO Section 3 Using Mobile Edition in the Field However a skilled ValuePRO Master User also has access to these formulae and can tweak the wording to match your valuation firm s specific preferences and standardised report wording As an example the Fixtures and Fittings section of the API PropertyPRO format report comes with the following standard formula fe Expression Builder Windows Internet Explorer ee as oj x https admin mortgagevaluers com TextMerge Wizard asp FieldID 1228DataEnt yTemplatelD 08Edition St Y l Standard an Data Entry Templates ORMULA MUMBEREDLIST LOOP Targets so Family so Dining so Bedroom so Bathroom so_Kitchen Description SSFixturesss Condition lt no value gt Separator zl Show XML structure Save Save and Close Ey Done ie E i ia i 4 Trusted sites Protected Mode Off In this example the formula used is designed to write a numbered list of each fixture So if 2 Air Conditioners
52. then transcribe those notes to an electronic system later on While writing paper notes can appear to be very efficient and easy at first this method contains the following pitfalls e Report data is effectively handled re entered at least twice once in the field and once in the office e Report delivery can be delayed by many hours between the time the valuer has done the inspection and returns their notes for transcription in the office e There is a distinct possibility of confusion and error as well as forgetting to note down crucial information By moving to the Windows Mobile platform the valuer gains the following efficiencies e Any existing information from prior valuations and sales data is available instantaneously whilst on site and doesn t need to be re entered e No information is recorded twice once entered using the pen stylus or finger the data is saved and used to generate the current report and subsequent reports for the Same property in the future e Accuracy is radically improved especially when a laser measuring device and Apex Mobile Sketch sketching software is used in conjunction with the Mobile Edition Valuers who currently use a different mobile software solution in the field will also benefit from migrating to ValuePRO Mobile Edition in particular e Un matched integration with Apex Mobile Sketch software e Comprehensive GPS capabilities provide further efficiency gains in route planning recording of
53. tion 3 Using Mobile Edition in the Field When opened the sketch document is available as a PDF and the summary of area calculations made is shown hittp admin landlink ne DEAT Sn F DocumentiD 8258 Title 52243251_001 ax3 98 2243251_00L ax3 Windows Internet Explorer W we w BBA e n Show E porch amp E 5 Poth E 2 we Mm Sx SE B3 Em kirst Floor m n 7D gt RM Storage _ Garage rt 170 4 Sketch Data 2009 ValuePRO ValuePRO Mobile Edition fe uePRO Section 3 Using Mobile Edition in the Field To keep track of actions taken by the sketch integration all changes to the report data are recorded in the job history as shown below e Ophotofs and 1 document s added by Gary Theodore gary theodore ij p RR US USHA EE ES UATE TEE EE HES x a System 15 Jan 09 12 13 g e Outdoor Area was changed from 0 00 to 80 00 using APEX Mobile sketch received from Gary Theodore A e Car areas was chanaed from 0 00 to 337 00 usina APEX Mobile sketch received from Gary Theodore x By recording the before and after values of each field that is changed you always have the ability to roll back changes made by the sketch When a significant number of properties are sketched by your valuation firm you are also able to display results of a job or sales search as a grid of sketches This feature is handy if you remember the floor plan of a building but cannot remember the job details
54. tive Edition The purpose of the product will be to deliver summary level performance reporting and alerts to valuation firm executives while they re on the road The current draft envisages the following live and on demand reports Current Job list by Valuer by Client Turnaround times and Jobs O verdue Graphs and Charts Aged Debtors Jobs In O ut In hand Financial performance Review and Approve reports from the phone Search and Retrieve documents and report for any prior job including imported jobs from previously used system We are especially interested in hearing from directors and managers on the types of content and reporting they d like to be able to receive from their Blackberry Windows Mobile or iPhone 2009 ValuePRO ValuePRO Mobile Edition Section 2 Installation Steps 2 Installation Steps 1 Overview Once you are a ValuePRO customer and we have setup or upgraded your ValuePRO back office system you are ready to install ValuePRO Mobile Edition on your Windows Mobile device To install the product head to www valuepro com au M obileEdition Follow the instructions on this page You may need to download and install various Microsoft Software packages onto your phone In particular you need to ensure that the latest edition of the Microsoft N ET compact framework has been installed on the phone We also recommend installing Apex Mobile Sketch and properly licensing and registering this software on your m
55. ton at www valuepro com au TabletEdition e ValuePRO Smart Pen and Paper Via our association with DataTeg we can offer your firm a customised set of paper forms for collecting field data A digital pen writes with normal ink on what looks like a normal sheet of paper The digital pen contains a small camera that reads the pen strokes you make while writing on the sheet and converts this into information that is then relayed to ValuePRO and into the relevant job This approach is useful for users who prefer working with pen and paper rather than relying solely on electronic devices when in the field The pen and paper notes are then a perfect backup in case of a fault with the electronic transfer e Windows Laptop with Wireless Internet Connection Some valuers choose to use ValuePRO from their car via a standard windows laptop computer with a wireless internet connection This option provides full blown access to all ValuePRO features while on the road Several firms that use ValuePRO actually combine two approaches and end up using a phone while inspecting the property then synchronise and finish off and send the final report using their laptop in the car 6 Future Development ValuePRO is currently developing dedicated software for each of the following mobile platforms e Apple iPhone e RIM BlackBerry compatible with both Bold and Storm models 2009 ValuePRO ValuePRO Mobile Edition Section 1 Summary e A Symbian Co
56. uch as jsmith Whatever user name you normally use to access ValuePRO via the web simply enter this account name here Password This should be the same as your normal ValuePRO password Whatever password you normally use to access ValuePRO via the web simply enter this account name here Server URL Contact ValuePRO Technical Support if you are unsure of whatto putin here Usually if you access ValuePRO from admin yourcompanyname com then you would enter in here mobile yourcompanyname com Once filled out press the SAVE menu option on the bottom left hand menu bar 2009 ValuePRO ValuePRO Mobile Edition S o uePRO Section 2 Installation Steps Once you have done so the Mobile edition should open up on your screen as shown below re Main Menu rag Yk rE X Sort By Job Number E Company GPS Valuer Settings Fa Sync Now 4 N ote that if your G PS device has been successfully installed and is operational you should see a GPS On status indicator in green text on the bottom right hand side of the screen 5 Synchronisation The next step is to synchronise your ValuePRO Mobile Edition database with the current jobs sales and system configuration stored on your ValuePRO server To do this your Mobile Phone must be connected to the internet You can connect via any method such as wireless LAN 3G or Active Sync connection which piggy backs off your laptop or desktop comp
57. uter s existing internet connection Press the Sync Now button from the bottom right of the screen 2009 ValuePRO ValuePRO Mobile Edition Section 2 Installation Steps gt Comms a Communication Comms Type WiFi Status To synchronise press the RUN button To cancel press CLO SE The top of the screen contains a field labelled Comms Type This will give you the kind of internet connection you are running The possible values are as follows ActiveSync Means you are connected to a host machine via a USB cable or are directly connected to the internet via a cabled LAN Usually you do not pay for data traffic on connections of this type and the connection speed tends to be very high Wi Fi Means you are connected to the internet via a wireless LAN Speed may be lower but probably not perceptible than a Wired LAN connection If you are using Wi Fi at your home of office then it s likely you also will not pay for bandwidth or connection time used If you are connected while on the road using a wireless hot spot then you may be charged for the time you are connected or for data downloaded consult with the wireless hot spot provider you are using for details 3G Indicates you are using a high speed wireless connection using a 3G card eg via Telstra O ptus Vodafone or resellers of those networks Speed of connection will probably be perceptibly slower than the above connection types
58. vant by ValuePRO You can alter the filters according to your own requirements You can filter by e Suburb by default only sales in the same suburb as the subject property will be shown you can check adjoin suburbs for sales evidence as needed using the drop down box e Price Range you can show only sales that are 5 10 20 50 within the target valuation figure for this property or show all as is set in the example above e Radial Distance each sale s radial distance from the subject property is shown in approximate meters or kilometres You can filter the list to only show sales for example within 2 km of the subject property e Date Range you can choose to only show those sales that are 3 6 12 24 or 36 months old ValuePRO automatically downloads sales evidence you are likely to need when synchronising It uses a complex algorithm designed over several years of operational experience to decide how to best populate your sales database on the mobile based on the jobs currently allocated to you 2009 ValuePRO J V PRO ValuePRO Mobile Edition af olivis Section 3 Using Mobile Edition in the Field To selecta sale as comparable sales evidence for this property simply check the check box next to the address as shown below HAMILTON v All Price Ranges 56 WINCHESTER 05 Jul 2008 290m 380 000 C 9 WINDSOR 05 May 2008 268m 619 000 Up to 20 sales will appear at any one time If more that 20 sales matc
59. ws Mobile device with limited speed and memory space available You have no intention of using the integrated Dictaphone Scribble Pad or Video Camera Professional You have a modern windows mobile device You might one day like to take advantage of any of the following capabilities Integrated Dictaphone for dictating notes Use the electronic scribble pad Add Video clips and photos to your site notes 2009 ValuePRO IT ValuePRO Mobile Edition Va uePRO Section 2 Installation Steps 3 How to Install RECO MMENDED APPRO ACH Ensure your mobile device is connected to your desktop PC via a USB cable If you are on Windows XP you should have setup and configured Microsoft ActiveSync to be able to connect the Operating system to the mobile phone For information on how Active Sync works visit this link www microsoft com windowsmobile en us help synchronize device synch mspx If you are running Windows Vista you will need to have installed and configured the Windows Mobile Device Center software Visit the link below for more information on how to set this up www microsoft com windowsmobile en us help synchronize device center mspx Download the ValuePRO Mobile installation software from the ValuePRO Mobile web site to your desktop PC Double click on the installation file you should see a screen that looks like this r 4 ValueProMobile Click on the button below to copy amp run this installer Va U e P R onto your

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