Page Comparison

1. Access properties & set search filters

From navigation bar:

• Tap Properties (bottom left)
  

• Select required search filters

  • Sales or Lettings

  • Property or Vendor/Landlord

2. Enter search text

In search bar:

• Enter search text, such as first line of address, postcode, vendor/landlord surname
  

• The search is automatically carried out
  The automatic search will start once 3+ characters have been entered and typing stops
  

• Matches are shown below with basic detail about the property

  • Tap to view the property details - see next section

3. If no properties are found

If the property you are looking for has not been found:

• Ensure the filters below the search field have been selected correctly
  

• For example, the property found in step 2 is a lettings property, so will not be found with the Sales filter selected

  • Changing the filter to Lettings will initiate the search again and return any matching lettings properties

Essential information on the selected property is displayed, including:

• Address and property type - Sales or Lettings
  

• The Summary screen is shown with an option to switch to Notes
  For information on Notes, see section below:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Notes
  

• Details button displays more property details, such as more property specifics, description, journal & pricing with a further option to edit property details
  For more information, see section below:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Access-more-property-details-%26-edit
  

• Images button - see section below:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Images---view%2C-edit-%26-upload
  

• Contact Details - see section below:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Contact-details
  

• Property Details - see section below:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Property-details
  

• Upcoming Appointments - see section below:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Upcoming-appointments

1. Access property image gallery

From view property screen:

• Tap Images

2. Image gallery

The image gallery is displayed with options to:

• Upload new images

  • Tap Upload (top right) - see step 3
    

• Edit details for existing images

  • Tap image - see step 4

3. Upload new image

One or more images can be uploaded - to upload multiple images, use shift or control keys to select required files (as usual)

From image gallery:

• Tap Upload (button top right, on previous screen)

• Drag image(s) to grey space, where indicated
  Or tap grey space, then browse to select the image(s) on your device

  Image Added

• Selected image(s) are shown on screen with options below to add/change default Type and Caption (see step 4)

  • Single image added

    Image Added

  • Multiple images added

    Image Added

• Tap Save (bottom left)to upload images along with selected Type and Caption entered
  List or Cancel returns to the image gallery without saving any changes
  Clear all removes the image(s) just uploaded

4. Edit existing image details or delete image

From image gallery:

• Tap image

• The image is displayed

  • use the arrows on image to browse between images

  • current Type & Caption are shown below

    Image Added

  • The image Type can be changed, options are:

    Image Added

  • The image Caption can be changed (to a maximum of 20 characters)

    Image Added

• Tap Update (bottom left)to save changes to the Type and Caption
  Cancel returns to the image gallery without saving any changes

5. Delete image

From image gallery:

• Tap image

• The image is displayed, tap Delete (bottom of screen)

  Image Added

• Tap Yes

  Image Added

Contact details for the vendor or landlord are displayed, taken from the contact record:

• Contact role is shown (i.e. vendor or landlord)
  

• The main vendor/landlord name is displayed along with any contact details, as stored on their contact record
  If the property has secondary/extra vendor(s) or joint landlord(s), all contact details are shown (see next section below)
  

• Where enabled, contact preferences can be updated
  

• When a phone number or email address is displayed, contact shortcuts can be used

  • Tap number for option to call or send a message via WhatsApp or SMS/text

  • Tap email address to compose and send an email
    An option to log this contact in the journal is also offered
    

Essential property information is shown for both sales and lettings properties, information is being taken from the main property screen, including property attributes & EPC information

• Sales property

  Image Added

• Lettings property

  Image Added

Any future booked appointments for the property are displayed at the bottom of the screen

• Tap appointment to view the full appointment details

  Image Added

• Full appointment details are shown

  Image Added

The Notes tab allows property notes to be viewed, added or edited

From view property screen:

• Tap Notes tab

  Image Added

• Property notes are displayed
  Property notes are taken from the Notes field on the property record within the Reapit CRM product

  • Property notes can be added, edited or deleted

  • After making any changes, tap Update

    Image Added

1. Access property details

From view property screen:

• Tap Details
  

• The property details screen is displayed - see step 2

2. Property details screen overview

Further property details are displayed, including:

• Property address, type and status, plus a total rooms summary
  

• Vendor/landlord name is displayed as a link, click to view their contact record
  

• Edit button - see section below: https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Edit-property-details
  

• Images button - see section above:
  https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#Images---view%2C-edit-%26-upload
  

• The Summary screen is shown with options to switch to Journal and Pricing information
  For information on this, see section below:
  ADD IN-PAGE LINKS
  

• Property price and a summary of the property attributes is shown
  

• Notes and Description tabs - see section below: https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2454650881#View%2Fedit-property-notes-%26-description
  

• Activity - see section below: