Articles

 Add A Property

Please note that further help is available for the other tabs as they are selected. When adding...

 Advertising / Portals

The advertising page within the property system performs various advertising functions. Portals...

 Advertising Boards

Advertising Board HelpIf an advertising board is required for a property the "Board Required"...

 Booking a viewing appointment

Booking A ViewingTo book a viewing appointment for a property:-1. Either go to the property in...

 Brochures

Please note that further help is available in Admin help.The Generate Brochure button at the...

 Certificates

Please note that further help is available for the other tabs as they are selected. The EPC tab...

 Client matching

Matching help coming soon

 Descriptions

Descriptions Primary Descriptions It is important to add a Brief Description as it is one of...

 Edit Property

Please note that further help is available for the other tabs as they are selected. New features...

 Files

The files tab allows files to be shared by storing them within Drop Box or Google Drive.New...

 Get Directions Help Button

The Get Directions button only appears of there is no text in the directions box.It is used to...

 History

Please note that further help is available for the other tabs as they are selected. The History...

 Hit Stats

Hit Stats allows you to see the daily views a property receives, both in terms of how many times...

 Interested Parties

Interested parties This tab shows all those parties that are or could be interested in this...

 Letters

All letters are provided with a default template, but we understand that customisation is very...

 Matches

Please note that further help is available for the other tabs as they are selected. Live...

 Media

Media PhotographsYou can just drag and drop photographs from your local device (computer,...

 Multiple Occupancy Rental

The rooms tab in Multiple Occupancy Rental mode is where you define the rooms available in a...

 Notes

Notes Please note that further help is available for the other tabs as they are selected....

 Owners

Please note that further help is available for the other tabs as they are selected. The Owners...

 Properties with Progression

This page shows properties that have some progression, these are indicators that some progress...

 Properties with no viewings

The properties with no viewings list shows two types of data in one list; both properties that...

 Property Progress

The Property Progress tab is a way of tracking the property chain and more fine-grained tasks for...

 Property Status

Property status meanings Pre ValuationPre Valuation is the default status for a new property,...

 Rental Inspections

Specify rental inspections here for fully managed properties, and existing inspection...

 Rental Recurring Payments

Recurring paymentsThis tab allows the recording of Recurring payments to a rental property....

 Rental Repairs

Please note that further help is available for the other tabs as they are selected. RepairsThis...

 Rental property finance information

Property finance informationThis tab allows you to store (should you need to) information...

 Secondary Details

Secondary Features This tab allows for the entry of the additional information: Agency specific...

 View Properties

The property list allows you to view and search for properties. You can filter by Branch,...

 Viewings

Viewings Please note that further help is available for the other tabs as they are selected....