Overview

The Customer Portal Valuation feature allows customers to select their preferred valuation coverage directly within their online estimate. This removes manual follow-up from your sales team and ensures valuation charges and documents update in real time.

You can control:

Which valuation templates appear
Whether a recommended option is highlighted
Whether customers see a reminder before signing
Whether customers must select a valuation option before signing

These settings help you balance flexibility with compliance and sales control.

Before You Start

Before enabling valuation in the Customer Portal:

Confirm your Valuation Templates are properly configured under
Settings > Tariffs > Valuation Templates
Verify pricing, deductibles, and declared value limits are accurate
Ensure at least one valuation template is enabled for the pricing type

Note: If you enable the requirement setting but no valuation templates are available, customers will not be able to sign the estimate.

How Customers Can Select Valuation Coverage in the Portal

When enabled, customers will see a Valuation section in their online estimate.

Each valuation card displays:

Coverage name and description
Declared value and deductible
Cost breakdown
Add / Remove option

Customers can:

Select a coverage option
Replace an existing selection with another option
Remove coverage (before the job starts)
See charges update instantly
Sign their estimate once requirements are met

Once a job moves to In Progress, valuation becomes read-only.

Coverage Selection: Key Behaviors

Selection Commitment

Coverage is not applied until the customer clicks Add.

Single Selection Logic

Selecting a new coverage option automatically replaces the previous selection.

Reverting to Basic Protection

Customers may remove a selected coverage option any time before the job starts. This reverts protection to basic coverage.

Real-Time Updates

Estimate totals and documents update immediately when valuation is added, changed, or removed.

Interaction Window

Customers can interact with valuation until the job status changes to In Progress.

After this point:

If no coverage was selected, basic coverage applies
Customers can no longer make changes
Any updates must be handled by your office

Require Valuation Selection Before Signing

You can require customers to actively select a valuation option before signing their estimate.

This setting is:

Located in the Upsell Valuation section
Turned OFF by default

When enabled, customers must make a valuation selection before they can sign.

Behavior depends on your Reminder setting.

If “Enable Valuation Reminder” is OFF and “Require Selection” is ON

Released Value Protection (RVP) is no longer pre-selected

The RVP card displays “No additional charge” instead of “Included with your move”
The Sign Estimate button is disabled until a valuation option is selected

Hovering over the button displays the tooltip:
Select a valuation option to continue

Customers must click Add on a valuation card before signing becomes available.

If “Enable Valuation Reminder” is ON and “Require Selection” is ON

The reminder modal still appears
The Continue button inside the modal is disabled until a valuation selection is made
Hovering over the button displays:
Select a valuation option to continue
If the customer selects a valuation before attempting to sign, the modal will not appear

Note: When both toggles are enabled, the requirement setting takes precedence. Signing cannot proceed without an active selection.

If “Require Selection” is OFF

Customers may sign with Released Value Protection selected. Reminder behavior depends solely on whether the reminder toggle is enabled.

How to Enable Valuation in Settings

Navigate to Settings > Customer Portal > Online Estimates
Select the appropriate pricing type (Local, Long Distance, etc.).
In the Upsell Valuation section, toggle ON:
Allow customers to add valuation to their estimate
Checkmark which valuation templates should appear in the Customer Portal.
(Optional) Show a valuation template as Recommended.
(Optional) Enable Valuation Reminder.
This displays a reminder modal if a customer attempts to sign with only basic protection selected.
(Optional) Enable
Require customers to select a valuation option before signing the estimate.
When enabled, customers must actively select a valuation option before signing.

Valuation Template Management

Navigate to: Settings > Tariffs > Valuation Templates
From here you can:

Create or edit Valuation templates - learn more about configuring valuation templates here
Set declared value limits
Configure deductibles
Add descriptions for:
- Customer Portal display: Shown to customers when they're prompted to upgrade their valuation via the estimate. Enable this in Estimate Settings.
- Crew App display: Shown to crew members in the Crew App when upselling valuation. More info on Valuation in the Crew App here.
- Optional tooltip content: Shown as a tooltip icon on the coverage card. Use this to add more detail. Leave blank to hide the tooltip.