Using your sales/lettings CRM on a smartphone/tablet - Reapit Mobile

This guide has been reviewed against our global client base and classed as relevant to all regions

Reapit Mobile software gives users the ability to access their CRM database on a smartphone or tablet, alongside the desktop product.

Reapit on your mobile integrates with live data; with mobile and desktop pointing to the same database, any work carried out using either platform is instantly available to the whole user-base.

For information on how to access Reapit Mobile, click here

Using mobile

Increase efficiency & professional image

An essential tool for your team out in the field:

when carrying out a market appraisal, use to impress potential vendors by having the ability to create a list of live potential buyers/tenants that are searching for properties exactly like theirs
after a viewing, feedback can be immediately recorded, arming the office with up-to-the minute information to keep your vendors/landlords informed
diary can be accessed for appointment information but it also allows new appointments to be booked – after a viewing with an applicant, you can book a second viewing right there and then

Access to essential functionality

Provides access to day-to-day functions for both sales and lettings users, giving access to the Organiser, the diary, applicants, properties, contacts, messages and tasks plus general reports. Functionality is focused around negotiator and manager tasks – from registering an applicant or adding a market appraisal property, to processing appointment follow ups, setting call reminders and tasks or running reports whilst out of the office.

Usability

Designed to allow a current user to pick up easily. After creating a shortcut to Mobile on their device, users are set-up and ready to go. Using a sleek, easy to navigate interface - all usual terminology, commonly accessed screens and functions have been emulated.

Handy shortcuts

A quick tap on a phone or envelope icon allows a contact to be called or emailed. For example, tapping the phone icon beside a vendor contact number will paste the number to the phone app interface on a smart phone; whereas tapping the envelope icon beside a vendor email address will create a new message with their email address already pasted across.

Security

The usual and standard high levels of security are mirrored in Mobile. No client information stored on a mobile device itself; only data stored is that which relates to a user’s login. Safety measures are in place at source, such as users being automatically logged out of Mobile after 10 minutes of inactivity. Entering a password incorrectly a number of times will also force a temporary lock-out. In addition, a variety of infrastructure level security protocols are in place to prevent and minimise brute force attacks to the data centre; this being the case for both desktop and mobile usage.

The technical bit

Mobile has been specifically designed to work off the Apple iOS eco system. Although there are no specific blockers to usage on Android devices, there are a number of minimum requirements to ensure the user experience is not impacted in anyway.

Minimum Resolution

Effective resolution of 320x568 pixels

Minimum Device Support

iPad 2 / iPad Mini 2
iPhone 5
Samsung Galaxy S5
Nexus 4

Browser support

Safari
Chrome (Chrome 57, or later on Android)

Operating System Support

Apple iOS 10
Android 5.0

Create a shortcut to Mobile on the home screen of a device

From your device, use the URL provided by Reapit to access Mobile, then follow the usual process on your device to add a shortcut to your home screen.

Tap your shortcut to launch:

1. Logging in Enter your login details Login & password information The login details are the same as those used when logging into Reapit software on your desktop Note: if the password you use on your Reapit desktop application includes special characters (e.g. < . / ? ! @), it might not work on Reapit Mobile and will need to be reset - click here to reset your password The Organiser screen is displayed Use the Organiser to access: current active applicants current available properties applicant and vendor/landlord to call lists offers contacts call reminders today's appointments appointments to follow-up	Smartphone view: Tablet view: Switching from sales to lettings Tap Sales for the option to switch to Lettings mode Viewing current property and applicant lists Tap Properties available to view the current list Tap Active applicants to view the current list
2. Main menu Tapping the menu icon at the top left of the screen gives access to main menu functions
3. Property screen Tapping a property in a list displays the property record Property information can be viewed, edited and saved Links at the top of the screen offer the option to access Marketing, Pictures and Financial screens tapping the menu icon beside these options allows further screens to be accessed - see 3a Tapping a phone or envelope icon allows a contact to be called or emailed	3a. Further options Tapping the ... button on a property record offers further options:
4. Applicant screen Tapping an applicant in a list displays the applicant record Applicant information can be viewed, edited and saved Tapping a phone or envelope icon allows a contact to be called or emailed
5. Messages and tasks Tapping the menu icon at the top left of the screen followed by Messages gives access to your Messages and tasks screen The screen is automatically refreshed every 60 seconds, so new entries are shown almost instantaneously When new messages are received, a red notification icon is displayed top left and is visible from any screen in Mobile When working on a smartphone (as right), tapping the notification icon displays the new/unread message count along with the option to tap Messages to view the Messages and tasks screen When working on a tablet, the notification icon top left always displays the number of new/unread messages	Other options The Show all option at the top of the screen allows the view to be filtered by type (message, task, etc.) Tapping Options allows which messages are to be shown (by user) and to add Sent, Not active or Completed entries to the list Adding a new message or task Tap Add a new message for the option to create a new task or message The screen is then completed in the usual way, as done when using your desktop
6. Contact/journal notes After accessing Contact Notes from any record: Tap the + icon for options to carry out the following for the current contact: Add a contact note Create call reminder Create a message / task View messages & tasks

Using your sales/lettings CRM on a smartphone/tablet - Reapit Mobile

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