Settings

File Number Configuration

Learn how to set up automated file numbering for your appraisal orders and invoices in just minutes! File Number Configuration eliminates manual lookup, prevents duplicates, and ensures consistent formatting across your organization. ⚠️ Account Owner Access Required Only users with Account Owner roles may configure file number settings for the organization. Appraisal File Number Configuration Navigate to Organization > Appraisals to configure your appraisal file numbering system. Choose Your Generation Strategy You have three options for generating appraisal file numbers: 1. Manually enter appraisal file number - Complete control over each file number 2. Increment file number up from last number - Simple auto-increment from your most recent file number 3. Generate file number based on pattern - Build sophisticated numbering schemes using multiple components Building Custom Patterns When you select "Generate file number based on pattern", you can create sophisticated numbering schemes using our intuitive drag-and-drop pattern builder: Available Pattern Components You can build your file number pattern using these flexible components: 📝 Text Components: Add unchanging text like "APP", "COMM", or your company initials 📅 Date Elements: Include various date formats: - YYYY (e.g., 2024) - Four-digit year - YY (e.g., 24) - Two-digit year - MM (e.g., 08) - Two-digit month - DD (e.g., 27) - Two-digit day - YYYYMM (e.g., 202408) - Year and month combined - YYYYMMDD (e.g., 20240827) - Full date ➖ Separators: Use dashes (-), slashes (/), or other characters to structure your numbers 🔢 Counters: Add sequential numbers with: - Customizable padding (e.g., 0001, 001, 01, 1) - Reset periods: Yearly, Monthly, or Never - Starting number configuration 🧠 Start with a simple pattern and add complexity only as needed. You can always modify your pattern later! Example Pattern Configurations Simple annual pattern: APP/2025-0001, APP/2025-0002, APP/2025-0003 - Text: "APP" - Separator: "/" - Date: Current year (YYYY) - Separator: "-" - Counter: 4-digit padding, resets yearly Monthly reset pattern: 2025-08-001, 2025-08-002, 2025-09-001 - Date: Year and month (YYYYMM) - Separator: "-" - Counter: 3-digit padding, resets monthly Simple increment: 2024001, 2024002, 2024003 - Date: Current year (YYYY) - Counter: 3-digit padding, resets yearly Invoice Number Configuration Navigate to Organization > Invoices to configure your invoice numbering system. Invoice numbering offers the same three generation strategies as appraisal file numbers, plus an additional option: 1. Use appraisal file number from line items - Automatically inherit the file number from associated appraisal orders This fourth option creates perfect alignment between your appraisal orders and billing, ensuring invoices use the exact same numbering as their corresponding appraisals. Invoice Pattern Building Invoice patterns work identically to appraisal file number patterns, using the same drag-and-drop interface and component options. You can create completely separate numbering schemes for invoices or use patterns similar to your appraisal file numbers. How It Works in Practice Once configured, file numbers are automatically generated when: - Adding new appraisal orders through the Smart Form - Creating new invoices The generated number appears automatically but can always be manually overridden if needed for specific circumstances. ⚠️ When you change your file number pattern, it only affects new orders going forward. Existing orders keep their current file numbers. File Number Preview The configuration interface shows a live preview of your numbering pattern: - Last: The most recently used number - Current: What the next number will be - Next: The number after that This preview updates in real-time as you modify your pattern, helping you verify the format before saving. Best Practices Keep it simple: Start with a basic pattern and add complexity only if needed Consider your volume: Choose appropriate counter padding based on how many orders you process Plan for growth: Consider how your numbering scheme will work as your business scales Test patterns: Use the preview feature to verify your pattern generates the expected format Document your system: Make sure team members understand your numbering convention

User Permissions and Access

Appraisal Inbox allows you to control what your team members can see and do. User access level can be controlled under the Team section. First click the team member who's access level you want to change then on the right hand side you'll see an "Access" field as well as a description of what the user can currently do/see. Account Owner Full privileges. Can see and do anything. Full Access Can create, edit, view and delete all resources. Cannot manage the Organization's account. Standard Access Can create, edit, view and delete all resources which belong to themselves but can only view resources created by others. Can view other Team members (Users) but cannot create or edit them. Cannot manage the Organization's account. Limited Access Can create, edit and view Appraisals belonging to themselves and can only see their own Commissions. Can mark Tasks as complete and send Messages on Appraisals that they created or are assigned to. Can only view resources created by others and cannot create resources other than Appraisals. Can only view events on the Schedule and Insights belonging to themselves. Cannot view other Team members (Users) or manage the Organization's account. Restricted Access Cannot create or edit any resource. Can only view Appraisals assigned to themselves and can only see their own Commissions (cannot view other's Appraisals). Can mark Tasks as complete and send Messages on Appraisals assigned to themselves. Can only view events on the Schedule and Insights belonging to themselves. Cannot view the list of Clients, Contacts or Team members (Users). Cannot manage the Organization's account.