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This article provides advice on how to add or edit office details on AgencyCloud using the Setup Offices screen
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From version 12.143+, a key contact can request access to the Setup Offices screen by contacting Reapit Support, click here to request this |
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Before making changes to AgencyCloud configuration, the relevant guidance provided on in this page section should be read thoroughly - any changes made to configuration that causes an impact the on operation of AgencyCloud may incur a charge to rectify |
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Portal/branch ID
You need to request the portal/branch ID for the new office from your from your portal providers (specifically the major portals, i.e. Rightmove, Zoopla, OTM) - generally, other portals make use of the Rightmove portal/branch ID
Once the portal/branch ID is entered into the codes field in the Setup Offices screen, the feeds will pick up the relevant properties |
Templates
Do you have templates which are office specific? Most templates will use generic merge codes to pick up details entered via this screen
You may have pre-printed stationery which will need to be re-ordered |
Security
By default, offices will inherit your company level security model
Contact Reapit Support if this is does not apply to your new office |
Staff
Do you need to create new negotiators? Or move negotiators to this office, along with their associated data? See this Knowledge Base guide for advice:
Add a new user, remove a user and transfer data between users |
Book a viewing or valuation online
If you make use of Reapit Online, you will need to raise a request via the Service Portal when needing a new office to be set up
New offices are not identified via Reapit Online |
Areas
Will your office need any additional areas - or will they use what is currently available to your other offices? If new areas are needed, these will need to be requested - for more information, see these Knowledge Base guides:
Area change requests - add/remove an area
Draw map areas for use as areas in AgencyCloudReapit |
Adding a new office / editing a current office
1. Access Setup Offices screen From main menu:
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2. Add new office The Office Setup screen shows all active and inactive offices on the left side, with the selected office details shown on the right Click Add New Office (top left)
This action clears the right side of the screen, ready to add the new office details  Asterisk* denotes required information
Complete Details tab, as follows: |
Office* | Enter office name |
Code* | Enter a 3 or 4 digit unique code, recommended to base this on the office name (e.g. Oxford office could be set as OXF) (this can not be changed once saved) |
Type | Allows you to specify the office type - mainly for reference purposes
Options are:
Sales, Lettings, Head Office, Closed, Admin Only, Franchise
Choosing Closed means the office will no longer be available for selection within AgencyCloud, plus it won't be included in Reapit's billing cycle |
Address/Postcode | Enter the office address & postcode
Click Lat/Long to check the location of the office on a map, as outlined herein the Knowledge Base guide: Identify office location on map via configuration
Data entered here will be used within AgencyCloud the system whenever office details are needed, such as address and contact details |
Contact details* | Enter any contact numbers plus email address |
Manager | Enter the manager’s name for this office |
Refer From | Enter any postcodes (or part-postcodes), separating the list with commas
Required for inter-office vendor referrals will not trigger without postcodes being entered
For more information on inter-office vendor referrals, click here:
see Knowledge Base guide: Vendor referrals |
Codes | Info |
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Portal providers may refer to the code needed here as a Branch ID |
| Find required portal in the list, then double-click and enter relevant code/ID for the new office | Note |
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Care must be taken when entering and changing codes/IDs Changes to existing codes will impact the current feed to the selected portal - if a code is changed incorrectly, incorrect properties could be uploaded or your properties may be removed from the portal altogether |
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Region | Enter the region name the office falls under |
3. Roles Select relevant office (on left): | Tip |
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Merge fields for the above roles are:
Administrator <Property.Office.PrpAdministrator>
Client Accounts assistant <Property.Office.PrpClientAccountsAssistant> |
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4. Save changes |
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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 |
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How to add or edit office details on AgencyCloud using the Setup Offices screen |
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