Property checklists - configuration option

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

Available from version 12.XXX

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
When contacting Reapit Support, include the checklist content you wish to be added and how you would like each one to be configured (as outlined below)

Property checklists can be added which are available in the property attributes screen - this new functionality allows multiple checklists to be set up, providing customised checklist options to meet the needs of the processes within your business

Property checklist items can be reported on via a property power report

Configuration options

Property checklist functionality provides a range of configuration options including:

multiple lists can be used per property
lists are assigned to the relevant department setup, ensuring that lists are offered on the relevant property type
checklists are given a name plus header options can be used throughout a list to divide it into different sections
different checklist item options are available, allowing data to be collected via:
- tick boxes
- date fields
- number fields for whole numbers, decimal numbers or monetary values
- text fields, which can be single or multiple lines - a maximum character limit can be set
- option to select a negotiator/Reapit user, an office, a contact or company
- option to add an attachment to a checklist item
for reporting purposes, each checklist item is assigned which type(s) of property power report the item should be available for, i.e. sales, lettings or both
For example, an item may only be relevant for a lettings property power report

1. Checklists in property attributes

When enabled and configured, a property checklist is accessed via property attributes

From property (sales or lettings):

In Attributes panel, click edit (pencil) icon
Click Checklists tab - where multiple checklists have been added, select the required list on the left

2. Using a property checklist

The options offered in a checklist depend on the checklist configuration

Usual/familiar system functionality is used, such as being able to tick a box, set a date, enter a number or a monetary value, plus select a user, office, contact or company and also enter text (as shown in step 1 above)

Attach document

If the checklist item is set up to allow an attachment to be included, a paperclip will be displayed to the right of the option (as shown in step 1 above) to allow an associated document to be uploaded
- Click paperclip and browse for document - double-click when found
  When the document is uploaded, the paperclip icon will no longer be greyed out
- Hover over the paperclip icon to display when the document was uploaded
- Click for options to View document or Delete document

Select negotiator/user, office, contact or company (including how to edit or clear)

If a checklist item is to select a negotiator/user, office, contact or company on the system, click the link and select the required negotiator/user, office, contact or company
Once added, the name will be displayed on screen (as shown above)

To change a selected negotiator/user, office or contact:

For a negotiator/user, office or contact, click the name link, then select another from the list
For a company, click the company link and click Change the currently selected company, then select another from the company list

To clear the selected negotiator/user, office, contact or company:

Right-click the link and select Clear neg/office/contact/company

Mark an item as not applicable

Any checklist item can be marked as not applicable - click the red stop icon to the right of the item
The option is marked as not applicable and greyed-out

Marking an item as not applicable is relevant for reporting - items that are marked as not applicable will not be included in report results

3. Reporting on checklist items

Property checklist items can be reported on via a property power report

From main menu:

Click Reports then Power Reports and select report type of Property
Select Sales or Lettings, as required
Select any required property report criteria for the report
In Linked Records, click Property Checks
The linked record is added as a sub-report, click Pick Property Checks Criteria
ADD SCREENSHOTS AND FURTHER INFO WHEN CAN ACCESS ON SQLITE (with clean data)
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Configuration options

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