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Property checklists can be added which are available in the property attributes screen - this new functionality allows multiple checklists to be set up, providing customised checklist options to meet the needs of the processes within your business

Property checklist items can be reported on via a property power reportreports

Configuration options

Property checklist functionality provides a range of configuration options including:

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  • lists are assigned to the relevant department setup, ensuring that lists are offered on the relevant property typechecklists are given a name plus

  • multiple lists can be used per property

  • header options can be used throughout a single list to divide it into different sections

  • different checklist item options are available, allowing data to be collected via a combination of:

    • tick boxes

    • date fields

    • number fields for whole numbers, decimal numbers or monetary values

    • text fields, which can be single or multiple lines - a maximum character limit can be set

    • option to select a negotiator/Reapit user, an office, a contact or company

    • option to add an attachment to a checklist item

  • for reporting purposes, each checklist item is assigned which type(s) of the appropriate property power report the item type that it should be available for, i.e. sales, lettings or both
    For example, an item may only be relevant for a lettings property power report, so would therefore be assigned to lettings property reporting, not sales

1. Checklists in property attributes

When enabled and configured, a property checklist is accessed via property attributes

From property (sales or lettings):

  • In Attributes panel, click edit (pencil) icon

    Attributes panel - edit icon.png

  • Click Checklists tab - where multiple checklists have been added, select the required list on the left

    Pre-completion checklist example - clear.png

2. Using a property checklist

Tip

The options offered in a checklist depend on the checklist configuration

Usual

- all options are configured to match company requirements

2. Using a property checklist

A checklist is set-up to meet business requirements, using usual/familiar system functionality

is used, such as being able to tick a box

to:

  • Tick a box to indicate yes/no, set a date, enter a number or a monetary value, plus select a user, office, contact or company and also enter text (as a line or multiple lines of text
    Some examples are shown in step 1 above)

Attach document

  • If the checklist item is set up to allow an attachment to be included, a paperclip will be displayed to the right of the option (as shown in step 1 above) to allow an associated document to be uploaded (shown in step 1 above)

    • Click paperclip and browse for document - double-click when found
      When the document is uploaded, the paperclip icon will no longer be greyed out

    • Hover over the paperclip icon to display when the document was uploaded

      Paperclip icon - hover over.png

    • Click paperclip icon for options to View document or Delete document

      Paperclip icon - click menu.png

Select negotiator/user, office, contact or company (including how to edit or clear)

  • If a checklist item is to select a negotiator/user, office, contact or company on the system, click the link and select the required negotiator/user, office, contact or company

  • Once added, the name will be displayed on screen (as shown above)

To change a selected negotiator/user, office or contact:

  • For a negotiator/user, office or contact, click the name link, then select another from the list

  • For a company, click the company link and click Change the currently selected company, then select another from the company list

    Company added - change option.png

To clear the selected negotiator/user, office, contact or company:

  • Right-click the link and select Clear neg/office/contact/company

    Neg added - right-click to clear.pngImage RemovedNeg added - right-click to clear.pngImage Added

Mark an item as not applicable

  • Any checklist item can be marked as not applicable - click the red stop icon to the right of the item

    Not applicable icon.png

  • The option is marked as not applicable and greyed-out

    Item marked as not applicable.png
Tip

Marking an item as not applicable is relevant for reporting - items that are marked as not applicable will not be included in report results

3. Reporting on checklist items

Property checklist items can be reported on via a property power report

From main menu:

  • Click Reports then Power Reports and select report type of Property

  • Select Sales or Lettings, as required

  • Select any required property report criteria for the report

  • In Linked Records, click Property Checks

    Property Checks linked record in prop report.png

  • The linked record is added as a sub-report, click Pick Property Checks Criteria
    ADD SCREENSHOTS AND FURTHER INFO WHEN CAN ACCESS ON SQLITE (with clean data)

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