Property checklists - configuration option

Owned by Fiona Hardy, created
Last updated: Oct 28, 2024
5 min read

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

Available from version 12.195

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 functionality allows multiple checklists to be set up, providing customised checklist options to meet the needs of the processes within your business, which can then be reported on via property power reports

Configuration options

Property checklist functionality provides a range of configuration options including:

  • lists are assigned to the relevant department setup, ensuring that lists are offered on the relevant property type

  • multiple lists can be used per property

  • header options can be used throughout a single list to divide it into different sections

  • different checklist item options are available, allowing data to be collected via a combination of:

    • 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 the appropriate property power report type that it should be available for, i.e. sales, lettings or both
    For example, an item may only be relevant for a lettings property power report, so would therefore be assigned to lettings property reporting, not sales

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

    Attributes panel - edit icon.png

  • Click Checklists tab - where multiple checklists have been added, select the required list on the left

    Pre-completion checklist example - clear.png

2. Using a property checklist

A checklist is set-up to meet business requirements, using usual/familiar system functionality to:

  • Tick a box to indicate yes/no, set a date, enter a number or a monetary value, plus select a user, office, contact or company and also enter a line or multiple lines of text
    Some examples are 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 to allow an associated document to be uploaded (shown in step 1 above)

    • 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 paperclip icon 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

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 to display the criteria options - each checklist is shown with the items for each list available as report criteria

Example report

This example report will return lettings properties with an arranging tenancy being managed by a specific completion consultant where the completion date is in the next 4 weeks

Related articles