This article will run through post save property tabs.
After a new property has been saved, three more tabs will appear in the Edit Property page. These will be:
Owners/Tenants
Event Editor
Ideal Week
1. To access these, select the property from the Properties page in ROL Sales.
2. The Vendors/Tenants tab allows the property owner details to be added, as well as select the current occupants, whether the property is owner occupied, tenanted, or vacant. In the Property Owners section, add an existing owner by typing their name in the text box and clicking Add Vendor or select New Vendor to add the details of the new owner.
3. Multiple owners can be added by repeating this process.
The Current Occupants can also be listed using the option boxes at the bottom of the page.
4. If Tenants is selected, the page will expand to include Tenancy Info and Tenants details.
5. The lease end date is required if the property is tenanted. To enter a lease end date, use the calendar selection by clicking on the text box next to Lease End Date.
6. The next additional tab is the Event Editor.
7. Notifications can be sent out on behalf of the agency when a specific event occurs in ROL Sales. These notifications will apply to all properties, and can be customised using the Status Editor. However, from the Event Editor tab within a property, notifications that will be sent for just this property can be customised.
8. The types of notifications that can be customised from this tab include; inspection registration messages, Book Inspection button responses, owner reports, appraisal updates, On/Off Vacancy List changes, inspection results, running late notifications, buyer alerts, and more. Check these out by using the drop-down menu under RegisterOnline Events.
9. When an event has been selected, and added using the Add Event button, it will load with the office message setting. These can be changed using the Email & SMS checkboxes next to each contact.
10. The Message Editor will display the Email & SMS messages in the same way that the Status Editor does and can be used to customise the notifications that are sent for each event type. For example, the Owner Quick Report.
11. Under the email section is also the option to add attachments that will be sent out with these emails.
12. At the bottom of the page, the Merge Fields section provides all the optional information that can be automatically populated into the email as desired.
13. These messages can also be customised for both the assigned agent, and owner of the property. To swap between editing the agent or owner messages, use the selection boxes at the top of tab.
14. The final tab is Ideal Week, which allows you to create recurring calendar times. Instead of creating individual inspections for every Saturday a house is available, you can create one ideal week entry for all Saturdays. This will automatically generate an available time each Monday based on your settings. It will generate these times a set number of days in advance for each entry (default is 14 days, but can be customised to suit).
For Example;
The below team member has created an idea week with inspections for Saturday (10.00am - 10.30am) and Sunday (12.00pm - 12.30pm). This ideal week is generating 14 days in advance.
When an enquiry is received, the potential tenant can book to view that property. They will be presented with the option to book on Saturday or Sunday, on either this week, or next week.
Once you have setup your ideal week, this will continue to automatically generate 14 days in advance until you deactivate or delete that entry.