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Sending an EvalLink

How to send an EvalLink for remote evaluations and what your customer will receive.

Eddie avatar
Written by Eddie
Updated over 3 months ago

From the Web Dashboard

1. Click "Eval Links"

2. Click "New Link"

3. Complete the customer information fields. Minimum required is customer name + phone or email.

4. Click "Submit"

5. The link is now in the list of sent EvalLinks.

6. You can copy the link URL to your device clipboard to send to the customer another way.

7. You can easily resend the link using this icon.


In the Mobile App

1. Click the "Menu" from the top right of the main screen.

2. Click "Send Evallink"

3. Complete the customer information fields, minimum required is customer name + phone / email.

4. 5. Click "Submit"


What the Customer Receives

The customer will receive an Email / SMS with a link to complete a remote evaluation.

There is no signup or download required by the customer.

1. Customer clicks the link in the SMS / Email.

2. Complete their name, phone, email and postcode.

3. Enter their vehicle registration plate number and select state. Click "Next"

4. Update their vehicle condition information, including 1-10 condition and mileage.

5. Click to add photos of their vehicle.

6. Select all photos from their device and click "Add".

7. Confirm servicing and spare key. Click "Submit"

8. Customer receives a confirmation of evaluation submission.


Once Completed

The user who sent the link, and all manager level users - will receive a notification that a new customer link has been completed.

Note!

Once the evaluation is completed by the customer, it will automatically sync to your EvalExpert account.

All evals completed via the 'Links' feature will add "Eval Links - Sight Unseen" to the notes field of the eval to ensure the valuer can see this evaluation is sight unseen.


Still Need Help?

If you need additional assistance, please reach the AlgoDriven team via the in-app chat, available in the Mobile App or Web Dashboard located as below:

  • Web Dashboard: Bottom right of the screen, blue chat icon

  • Mobile App: Menu on the main screen, then 'Help & Support'

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