Services

Appraisals

Create an appraisal document for a customer — list items with appraised values, save it, then print or email a branded PDF. Appraisals don't move inventory; they're documentation of value at a point in time (insurance, estate, resale).

An appraisal is a document that records the appraised value of one or more items for a customer — typically used for insurance, estate planning, or resale. Appraisals do not move inventory; they’re informational. The same item can be appraised multiple times over the years and each appraisal stays on file.

Creating an appraisal

Go to Appraisals → + New.
Pick the customer (live search; create inline if needed).
Optionally enter purpose (Insurance, Estate, Resale, etc.) and any header notes that should appear on the printed appraisal.
Save the header so you can start adding items.

Adding appraisal items

Each appraisal line is the customer’s item plus its appraised value:

Description — what the item is.
Photos — upload one or more photos of the item; they appear on the printed appraisal.
Appraised Value — the dollar value you’re certifying.
Appraisal item details — metal type, weight, stone specs, marks, condition. These print on the appraisal.

Appraisal lines aren’t connected to your inventory — they describe the customer’s property, not yours. If the item is also one of your inventory items (e.g. you sold it to them and they want to insure it), enter the description manually; there’s no auto-link.

Finalizing and sharing

Once all items are entered:

Open the appraisal detail page.
Click Print for a paper copy or Email to send the customer a PDF.
The printed/emailed appraisal includes your store’s letterhead, customer info, purpose, item details with photos, and the total appraised value.

The appraisal is permanent once finalized — edits become a new appraisal. Old appraisals stay on the customer’s contact history page so you can see how values have changed over time.

Tips

For high-value items, photograph multiple angles — they all print on the appraisal.
The purpose field affects how the appraisal reads (insurance language vs estate language). Pick the right one before printing.
Customers can request the same item be re-appraised periodically (insurance carriers often want updated values every few years). Each appraisal is its own document; nothing is overwritten.
The Appraisals list filters by customer and date range — useful when a customer asks “what was that earring set appraised at last time?”