Page Comparison

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Info
Accessing a property on Reapit Go either via a search or when clicking View property from another location (such as a diary appointment) displays the information shown in this section

View property summary screen overview

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

Images - view, upload, edit details & delete

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

From view property screen:

Tap Notes tab
Property notes are displayed
Property notes are taken from the Notes field on the property record within the Reapit CRM desktop product
- Property notes can be added, edited or deleted
- After making any changes, tap Update

Property details screen

Info
The Details button (top left) allows further property detail to be accessed and edited

Access property details screen & summary screen overview

1. Access property details

From view property screen:

Tap Details button (top left)
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:

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View/edit property notes & description

Edit property details

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Activity - see section below:

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View/edit property notes & description

1. Property notes

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

From property details:

Tap Notes tab
Property notes can be added, edited or deleted
After making any changes, tap Update

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2. Property description

Text is taken from the description strapline and main description fields on the main property record screen within the Reapit CRM desktop product

From property details:

Tap Description tab
The property description can be added, edited or deleted
After making any changes, tap Update

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Activity - upcoming/past appointments plus access to offers or tenancies

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The Activity panel gives access to details of upcoming and past appointments, plus offers for a sales property or tenancy

1. Upcoming appointments From property details: In the Activity panel, tap Upcoming Details of future appointments for the property are shown Click arrow button (top right) to see details on confirmed status and whether the appointment is accompanied Click appointment time/date link to view the appointment information	Image Added
2. Past appointments From property details: In the Activity panel, tap Past Details of past appointments for the property are shown Click arrow button (top right) to see follow up due date and follow up notes (where added) Click appointment time/date link to view the appointment information	Image Added
3. Tenancies (lettings properties only) From property details: In the Activity panel, tap Tenancies Details of the current & past tenancies are shown Click arrow button (top right) to see further details including tenancy creation date, tenancy start/end dates plus tenancy type/role Click tenant name link to view further tenancy details	Image Added
4. Offers (sales properties only) From property details: In the Activity panel, tap Offers Details of all offers on the property are shown, including the offer amount and status Click arrow button (top right) to see further details including offer date and solicitor details Click solicitor name to view solicitor company/contact details Click applicant name link to view applicant details	Image Added

Journal - access property journal entries

Info
The journal tab provides access to the property journal on a month-by-month basis The property journal is non-editable

1. Access property journal

From property details:

Tap Journal tab
Journal information is shown for the current month
- See step 2 for more information
Search field allows the journal entries for the currently displayed month to be searched
Select Month/Year field allows journal entries to be shown for previous months

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2. Access property journal entries

From journal tab:

Click arrow button (top right) to expand a section and view journal entry details

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Pricing - market appraisal figures & rent/fees information

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The pricing tab provides quick access to pricing fields useful to view at/after market appraisal for a sales property, or rent/fees information on a tenancy for lettings properties

Information displayed in the pricing tab is taken from the property record in the Reapit CRM desktop product - any updates made in Reapit Go write-back to the property record

1. Pricing - sales property

From property details:

Tap Pricing tab
All fields shown can be added to or updated
After making any changes, tap Update

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2. Pricing - lettings property

From property details:

Tap Pricing tab
All fields shown can be added to or updated
- Letting Service field will display Service Charge (taken from property attributes)
After making any changes, tap Update

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Edit property details - property price, address, rooms & attributes

Info

The edit button (top left) gives access to view and change the property price, address, rooms & property attributes

Information displayed in the pricing tab is taken from the property record in the Reapit CRM desktop product - any updates made in Reapit Go write-back to the property record

1. Access property edit screen

From property details:

Tap Edit button (top left)
The property edit screen is displayed - see step 2

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2. Property details

From property edit screen:

Tap Property Details tab
For both sales and lettings properties, the property address and area can be updated
Pricing
- Lettings: rent price, qualifier and frequency can be added/updated
- Sales: price and qualifier can be added/updated
After making any changes, tap Update

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Sales

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3. Room details

From property edit screen:

Tap Room Details tab - room details are displayed
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Click arrow button (top right) of room name/dimensions to view room detail
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