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Reapit Go provides access to current properties on your Reapit database

The property screen offers…. ADD DETAIL!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!offers the ability to view the property screen in detail, allowing fields to be viewed and updated - including property images, description, price & attributes

All features/processes fields available in the property screen are listed below (click a link to skip to a specific section):

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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:

View property 1.pngView property 2.png

Images - view, upload, edit details & delete

1. Access property image gallery

From view property screen:

  • Tap Images

Images button.png

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

Images screen.png

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

    Images - upload.png

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

    • Single image added

      Images - one added.png

    • Multiple images added

      Images - multiple added.png

  • 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

Tip

When multiple images have been uploaded, changes to the Type and Caption apply to all images uploaded - to edit individual image types/captions, see step 4

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

      Images - edit detail.png

    • The image Type can be changed, options are:

      Images - types.png

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

      Images - change caption.png

  • 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)

    Images - delete button.png

  • Tap Yes

    Images - delete confirmation.png

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Access vendor/landlord

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contact information

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

View property - contact details.png
Info

For more information on using contact shortcuts, click here:
Use Reapit Go to call or send a message via WhatsApp or SMS/text & log in journal
Use Reapit Go to send an email & log in journal

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View property details

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

    Property details - sales.png

  • Lettings property

    Property details - lettings.png

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Access details of future appointments

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

  • Tap appointment to view the full appointment details

    Property details - upcoming appointments.png

  • Full appointment details are shown

    Property details - upcoming appointment detail.png
Tip

For more information on the full appointment screen, click here: View full appointment details in Reapit Go

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Access & edit property notes

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

From view property screen:

  • Tap Notes tab

    Notes tab.pngImage RemovedNotes tab.pngImage Added

  • 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

      Notes tab - content.pngImage RemovedNotes tab - content.pngImage Added

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

Details button.png

2. Property details screen overview

Further property details are displayed, including:

Main screen 1.pngImage RemovedMain screen 2.pngImage Removed

View/edit property notes & description

Edit property details

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  • plus Activity panel, see more information below

Main screen 1.pngImage AddedMain screen 2.pngImage Added

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

Notes.pngImage Added

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

Decription tab.pngImage Added

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

Info

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

Activity - upcoming.pngImage 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

Activity - past.pngImage 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

Activity - tenancies.pngImage 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

Activity - offers.pngImage 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

Journal tab.pngImage Added

2. Access property journal entries

From journal tab:

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

Journal detail.pngImage Added

Pricing - market appraisal figures & rent/fees information

Info

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

Pricing tab - sales 1.pngImage AddedPricing tab - sales 2.pngImage Added

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

Pricing tab - lettings 1.pngImage AddedPricing tab - lettings 2.pngImage Added

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

Property edit button.pngImage Added

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

Prop details tab - lettings 1.pngImage AddedProp details tab - lettings 2.pngImage Added

Sales

Prop details tab - sales top.pngImage Added

3. Room details

From property edit screen:

  • Tap Room Details tab - room details are displayed

    Rooms.pngImage Added

  • Click arrow button (top right) of room name/dimensions to view room detail

    Rooms - detail.pngImage Added
Info

Currently room details cannot be added/edited via Reapit Go

4. Property attributes

From property edit screen:

  • Tap Attributes tab

  • All property attributes are displayed and can be added to and updated as required

  • After making any changes, tap Update

Tip

This example is for a sales property

On a lettings property, all attributes can also be viewed and updated

Attributes - sales 1.pngImage AddedAttributes - sales 2.pngImage AddedAttributes - sales 3.pngImage AddedAttributes - sales 4.pngImage Added
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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
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The property screen on Reapit Go provides access to current properties on your Reapit database and offers the ability to view the property screen in detail, allowing fields to be viewed and updated - including property images, description, price & attributes