Go to the Appraisal Log

Create the next file number and complete the log

Open the Google Drive

Search NEW ORDERS

Select NEW

Create a new file with the assigned FILE NUMBER

Scroll to bottom of page and make a copy of the ORDER FORM

Once the copy is made, RIGHT CLICK on the form and select ORGANIZE

Select the new file you created and choose MOVE

Scroll up to the top and complete the ORDER FORM

Once complete, copy from "INSTRUCTIONS & NOTES FOR APPT" to the bottom

Go to the CUSTOMER FILE

Add NEW DOCUMENT

Title the page "NOTES XXXXXX" (the file number)

PASTE THE INFO TO THE NOTES PAGE

GO back to the Public Record

PRINT & SAVE as PDF

Drag and Drop into the CLIENT FILE

IF SENDING A SQUARE INVOICE - ADD THIS TO THE FILE AS WELL AS ANY OTHER INFORMATION PERTINANT TO THE APPRAISAL REPORT