Property appraisers: valuation visit preparation

A valuation visit goes faster when the owner has the plans, tax notices and recent works ready, and you know how to get in. Collecting that information by phone after each booking takes time. With Book, owners book a valuation visit on your own booking page, the description lists what to prepare, and the note collects access details.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

Durations and prices are examples. Leave commercial prices empty if quoted per file.

Use each description to list documents to have ready, such as title deeds, plans, recent tax notices, works invoices and any lease, according to the rules that apply to your valuations.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email. Ask for the address, whether the property is occupied, who will open, and the purpose of the valuation. Arrange keys by phone, not in the note.

Create visit services per area and day to keep travel short. Slots repeat weekly on the weekdays you choose until an end date. Each online booking takes one place, and a booked visit leaves your page.

When the report is ready, book a handover meeting yourself from your bookings list. First and last name are enough; with their email, the owner gets a confirmation with a calendar file.

Owners can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't write reports, store documents, take payments or send reminders. One booking page per business, no staff field. See the guide on report handover meetings. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.