In this article, we cover:
Login to the EvalExpert Web Dashboard
To use the web dashboard; click here or go to to www.evalexpert.com, then select login.
Go to Eval Settings page
Click your name in the bottom left
Choose 'Eval Settings'
Settings Overview
'Eval Settings' screen allows you to update the below:
Company
The 'Company' screen allows you to update the below:
Company Name
ABN/VAT
Dealer License Number
Logo
Country
Address
Dealer Contact Name, Number & Email
DMS Name
My Account
The 'My Account' screen allows you to update the below:
Name
Email Address
Phone Number
Password
Dealer
The 'Dealer' screen allows you to update the below:
Dashboard Statistics "Traded" Date
Dashboard statistics can be either based on the date the evaluation was completed, or the date it was marked as traded
Auto PPSR
A PPSR check will be done on every new evaluation
Auto CarHistoy
CarHistoy report will be generated automatically for every new evaluation
Web Integration
The 'Web Integration' screen allows you to update* your Dealer Website Integration preferences, including:
Button Text
This is the text on the button for the modal. Default is "Trade In Valuation"
Submit Title
This is the title of the last page. Default is "Success!"
Submit Text
This is the text from the last page. Default is "Thank you for submitting your vehicle details..."
Pricing
Show a price range to customers after submission
Adjusted Pricing
Show a price range which is adjusted by the vehicle's kilometers
* These settings will only display after you have activated the Dealer Website Integration function.
Eval Links
The 'Eval Links' screen allows you to update the template for the message received by your customers when sending an EvalLink for remote appraisals, you can dynamically bind any of the following values to your message:
Customer Name: by inserting {customer} to the template.
Sales Person Name: by inserting {salesPerson} to the template.
Dealer Name: by inserting {dealer} to the template.
Eval Links: by inserting {link} to the template.
Tip! Use this to change the message template when you have a sale event, or to remind customers to include plenty of photos.
Users List
The 'Users List' screen allows you to manage your accounts user access, including:
Invite New Users
Modify User Access
Pricing or Manager Level
Transfer Users Between Group Accounts
Delete a User
If you need additional assistance, please reach the EvalExpert 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 (top right), then 'Help & Support'