Estate Agent Pro Enterprise

Main Screen

Main Screen

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Main Screen

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This is the ribbon bar of the main screen of Estate Agent Pro. All sub-systems are available from here.

 

Ribbon Bar

 

When the screen is made narrower, the icons on the toolbar will resize themselves automatically from 32x32 pixels with text, to 16x16 pixels with text and finally 16x16 pixels without text. This will start at the right of the ribbon and work its way to the left hand side. Two examples of this are shown below.

 

Ribbon Bar

 

ribbon bar very small

 

The buttons on the quick access toolbar give you quick access to common areas of the software. The button highlighted is the support button which allows you to easily communicate with technical support. See the Support Screen for further information.

 

Quick Access Toolbar

 

What's this help is available for quick help on any field by clicking the Whats This button on the quick access toolbar and dragging the icon to the area of the screen that you require help on. Alternatively  the help file page for the current screen can be opened by either pressing F1 or clicking the Help button.

 

Application Button

Clicking on the Application Button will display the application menu.

 

Application Menu

 

This gives access to all of the buttons that are on the ribbon bar down the left hand side but, more importantly it will display a list of the most recent properties and applicants edited. Clicking on them will open the respective applicant or property. Alternatively, typing the number or letter shown underlined against them will do the same thing. Applicants or properties can be removed from this list by clicking on the pin shown at the right hand side. This list is remembered between invocations of Estate Agent Pro Enterprise.

 

The individual screens are not limited to the size of the main screen, but it is recommended that for ease of use and clarity that you use the main screen maximised.

 

Notepin

When a mouse hovers over a button it's background colour will change to indicate this.

Hover Button

When the button is clicked it's background colour will change to a darker shade.

Clicked Button

 

The following screens are available directly from buttons on the ribbon. Clicking on the respective button will jump to the help screen for it.

 

Click to display property screen

The properties screen is where all details relating to properties can be recorded including vendor details, communications, images, property particulars, chain flow, viewings, offers, sales and matches against applicants. By default all active (non-archived) properties are displayed.

 

See the Properties Screen for further information.

Click to dispay applicants screen

The applicants screen is where all details relating to applicants can be recorded including communications, viewings and matching against properties. By default all active (non-archived) properties are displayed.

 

See the Applicants Screen for further information.

Click to display clients review screen

The client review screen is where clients are reviewed. Each client can have an individual review cycle set (default 30 days) and is designed so that you can more easily control your client list. If a client is active e.g. matched against or communicated with then the system automatically resets the next review date. Double clicking on a client will open either the applicant or properties screen focused to the respective client or clients property. See the Client Review Screen for further information.

Click to display matches review screen

The matches review screen is where all open matches against all properties are displayed. For example, Mr Jones matched against 7 Oakbridge Rise and you sent him details of the property. He will appear in this review list until you mark it as actioned. Viewings can be added directly from this screen. Double clicking on an individual property in the property column will open the properties screen focused to the respective property and likewise for the applicant. See the Matches Review Screen for further information.

Click to display progress review screen

The progress review screen is a property based way of reviewing vendors and has options to allow you to quickly access underlying data. See the Progress Review Screen for more information.

Click to display open viewings review screen

The viewings review screen displays all open viewings e.g. those viewings where either the vendor or applicant has not confirmed the viewing, the vendor has not been given feedback and the viewing has not been cancelled.

 

See the Viewings Screen for further information.

Click to display report generator

The report generator screen is where you can generate reports on either a subset of applicants or properties filtered easily by yourself. You can also send bulk emails to the subset of applicants or to the vendors of the subset of properties. Double clicking on an individual applicant or property will open the applicant or properties screen focused to the respective applicant or property. See the Report Generator Screen for further information.

Click to display custom reports screen

The custom reports screen displays a list of reports for you to run on any data within the database. These will have either been written by yourselves or Pair Softwhere for you (charges apply).

 

See the Custom Reports Screen for further information.

Click to display activity report

The activity report screen lists all activities on all properties within a selected date range (default 30 days). Double clicking on an individual property will open the properties screen focused to the respective property.

 

See the Activity Report Screen for further information.

Click to display valuation report

The valuation report screen lists all properties with a status of 'valuation' so that you can easily monitor those vendors/properties that have not progressed beyond that stage. Double clicking on an individual property will open the properties screen focused to the respective property.

 

See the Valuation Report Screen for further information.

btnOfferBook

The offer book screen lists all offers made on available, under offer and sale agreed properties. Double clicking on an individual property in the property column will open the properties screen focused to the respective property and likewise for the applicant.

 

See the Offer Book Screen for more information.

Click to display viewing book

The viewing book screen lists all viewings made (read only) on all properties within a specified date range (default 30 days). Double clicking on an individual property in the property column will open the properties screen focused to the respective property and likewise for the applicant.

 

See Viewing Book Screen for more information.

Click to display carousel screen

The carousel screen is designed to be run in office windows or reception areas and will display a continuous selection of properties based on your own criteria and design and can be configured from this screen. It is not recommended to run the carousel users PC's other than for configuration purposes. Because of this the button is disabled when any other screens are open.

 

See the Carousel Screen for more information.

Click to display diary screen

The diary screen contains details of appointments made for all members of staff and is very similar in design and operation to the diary in Microsoft Outlook in fact, it can be synchronised with Microsoft Outlook. It has a built in reminder facility. All accompanied viewings and valuations are automatically added to the diary.

 

See the Diary Screen for more information.

Click to display lettings screen

The letting's screen is where you can communicate with landlords and record income/expenditure against their properties. Statements and balances of account can also be generated. Double clicking on an individual property will open the properties screen focused to the respective property.

 

See the Letting's Screen for more information.

Click to display marketing screen

The marketing screen is where you can communicate with all clients both active and historical, other estate agents, solicitors or indeed anyone else you may have added such as plumbers and electricians. Communications can be sent individually or in bulk to all or any subset of individuals easily filtered by yourself.

 

See the Marketing Screen for more information.

Click to display portfolio screen

The portfolio screen is designed to be used when seated at a screen that is visible by an applicant. It displays graphically a list of properties one by one according to easily selectable criteria. Properties can be bookmarked and a report of them given to the client. There is an interface to Google Maps so that the location of the properties can easily be seen. See the Portfolio Screen for more information.

Click to display print order module

The print upload screen is a module that is available to upload property particulars for professional printing (additional charges apply).

 

See the Print Upload Screen for more information.

 

Administrative functions are available on the Admin Tab.