Store property key details & enter viewing/access arrangements

From property:

• Click Viewings & Keys button (top of screen)

  

• The Viewings and Keys screen is displayed - each section of the screen is covered below

  

Use the Viewing/Access Arrangements section to store extra information of use to your colleagues for property viewings (for sales/lettings) or access to the estate (for block management):

• The arrangements field is a free-text field, allowing any text to be entered

• If the property is vacant, tick Vacant
  Vacant properties can be reported on via a property Power Report

  

• Previous viewings on the property that are still to be followed up, plus forthcoming appointment are displayed

• To view appointment detail, click on appointment to view the appointment screen

• Click New Appointment to create a new viewing (or other appointment) for the property

1. Add set of keys

From Keys panel (bottom left):

• Click on right

  

From the Add Key screen:

• Key Number: input the desired key number
  Where configured - while being entered, the number is checked against numbers in use in the office to ensure a duplicate number is not used (the office that is checked is the one shown beside Keys in)

  

• Key Type: select from Lettings, Management or Sales (or select the required block) - this is optional

• Keys in: select the office name who is holding the keys
  See following sections for how to log keys in/out and return keys

• Click Accept to save the set of keys - or see next step to enter detail of each key in the set

  

2. Add individual key detail in set

Each key within the set can be identified

From the Keys in set panel (bottom left):

• Click

• Enter a description of the key, then click the tick icon to the right to save it

• Continue for each key in the set

  

• Once saved, individual keys can be edited by clicking on the key again, or deleted by clicking the red cross to the right

  

3. Edit/delete set of keys

After saving a set of keys, it can be edited or deleted - however, a set of keys can only be deleted if they have had no key movements logged against them

From Keys panel:

• Click set of keys for options to Edit key details or Delete key

  

1. Check keys out

Once saved, keys can be checked out:

• Click the Key link

• Select Check key out to

• If checking out to a colleague, select Negotiator or, if external, click Contact/Company 
  then select required name from list

  

• Dependent on configuration, you may be prompted to set a key return due date
  Click here for more information: Set key return date - configuration option

• When a key is checked out, details are displayed on screen

  

2. Check keys in

When a key is checked out - to check it back in:

• Click the Key link and select Check key in

  

When keys need to be returned to their owner:

• Click the Key link and select Return key to

  • For sales/lettings/rentals, the vendor/landlord name is offered

  • For block management, the freeholder, management company and other related contacts are offered

  • Other contacts/companies can also be selected

    

• When a key has been returned, details are displayed on screen

  

The key movements screen provides a non-editable log of the movements for the selected set of keys

• Click the Key link and select View movements

  

• All movements for the key are displayed in a list

  

1. Build keys report

Power Reports can be run for keys via a property report for sales or lettings

From main menu:

• Click Reports and select Power Reports

• Leave report type set to Property Report and select Sales or Lettings, as required

• To filter the properties returned, add any property report criteria, such as Office

• Click Show More and, from Linked Records, select Keys

• Key criteria can now be chosen to filter the properties with keys that are returned

  

• A further Linked Record can be chosen which allows Key Movements to be reported on
  For example, the criteria below will return sales properties for the Bedford office where the property has keys that have the key type of sales and the key has movement records logged against it

  

2. Use Power Reports library

• A keys report is available in the Power Reports library, click here: Power Reports library
  The Power Reports library allows you to download a predefined report file which you can then import into Reapit

• From the Power Reports library, access the Property reports section for the Key management report

• Once downloaded to Reapit, the predefined report allows you to manage keys and track their movements - note that it doesn’t have any specific key criteria selected - this will allow you to choose what is relevant to you for your report