Estate Agent Pro Enterprise

Viewings Screen

Viewings Screen

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Viewings Screen

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Viewings can be added or amended by using the Viewing Screen which is accessible from either the Applicants or Properties screens.

 

Viewings Screen Viewings Screen

 

ViewingsScreen

 

The example given above is of a properties bug viewings which lists all applicants that viewed The Old Barn. If it was generated from the applicants screen it would contain all properties that the applicant had viewed.

 

Clicking on any viewing will display the respective data for that viewing.

 

Clicking on the Add New Offer Button button will open the Offers Screen adding an offer from the applicable applicant for the selected property.

 

The report can be viewed without applicants contact details and without comments if so required by unticking the check boxes on the ribbon bar. You may wish to do this if, for example, to send a report of all viewings to a vendor who has withdrawn his property.

 

Double clicking on an individual property or applicant will open the Properties Screen or the Applicants Screen screen  focused to the respective property/applicant.

 

The colour coding against each viewing indicates the status of the viewing. Clicking on the information Information Button button will display the meaning of the colour coding used.

 

Viewing Legend

 

Notepin This grid has the ability of being grouped by columns. See How do I use grid column grouping and filtering? for further information.

 

This screen can be broken down into 3 main areas.

 

Viewings Grid Viewings Grid

 

ViewingsScreenViewingsGrid

 

The V.Inf (vendor informed of feedback from the viewing) cannot be ticked if the date/time of the viewing has not passed. If it is ticked, when the viewing is saved a note to this effect will be automatically added for the vendor's dated notes.

 

This displays details of all existing viewings and allows you to add a new viewing by clicking on the Add Viewing Button button. See How do I use the navigation buttons? for further help on the navigation bar.

 

Filters can be applied to certain columns by clicking on the Filter Column Button button.

 

Certain columns can be dragged to the group area as indicated.

 

ViewingsScreenViewingsGridGrouped

 

The following columns have specific usage which is detailed below:

 

Meet

Choose where to meet from the drop down list. Only applicable to an accompanied viewing.

Accomp

The viewing is to be accompanied by a member of staff.

Accomp By

Member of staff accompanying the viewing.

Status

Whether the viewing is open or closed. A closed viewing is defined as confirmed with the vendor and confirmed with the applicant and viewing has taken place and the vendor has been given the feedback. If it has been cancelled it is also deemed as being closed. The green block on the left gives visual feedback that it is open whereas red signifies that it is closed.

V Conf

Means that the viewing has been confirmed by the vendor.

A Conf

Means that the viewing has been confirmed by the applicant.

V Inf

Means that the feedback given by the applicant after the viewing has been fed back to the vendor.

Canc

Viewing was cancelled.

 

Diary - Day of Viewing Diary - Day of Viewing

 

ViewingsScreenDiary

 

To assist in scheduling accompanied viewings, the diary of staff who can accompany them is displayed here, for the selected date.

 

Viewing Details Viewing Details

 

Contacts Details

Viewing Comments

Viewing Arrangements

 

These are the contact details that have been entered for the applicant and the vendor of the focused property.

Clicking on the Mobile Phone Button button will open the SMS Text Messaging Screen enabling you to send text messages to whoever is detailed in the Whom column. This has to be configured and additional charges apply.

Clicking on the Email Button button will open the Email Screen enabling you to send an email.

Both of these types of communication will be stored under Draft & Sent Communications of the applicant or vendor respectively. See the Customer Communications Screen for more information.

 

These are the viewing comments made by the applicant after each viewing and should be fed back to the vendor.

 

These are the viewing arrangements entered on the Properties Screen Vendors Tab

 

Ribbon Bar Ribbon Bar

 

The following buttons are available on the ribbon bar.

 

New Offer

Open the Offers Screen adding an offer from the applicable applicant for the selected property.

btnViewProperty

Opens the Properties Screen focused to the selected property.

btnViewApplicant

Opens the Applicants Screen focused to the selected applicant.

btnNewCommunication

There are two of these buttons, one for applicants and one for vendors. Clicking either opens the Communications Screen where you can send predefined viewings letters to the currently selected applicant or vendor by either text, email or post. All letters sent are saved and are accessible by clicking on the Draft & Sent Letters button.

Draft & Sent Communications Button

There are two of these buttons, one for applicants and one for vendors. Clicking either provides details of all communications previously sent to the current applicant or vendor. Communications can be resent from this screen. See the Customer Communications Screen for more information.

btnPrintPreview

Opens a print preview of all viewings. Comments and contact details can be included/excluded by beans of the associated checkboxes.