Task List and Email Update

  • Task List and Email Update

    Now you can manage your time even more effectively with the latest update we have made to your task list.

    The new version will differentiate between confirmed and unconfirmed appointments, which will be colour-coded. At a single glance you’ll be able to see exactly what’s on your plate, and as a result be able to organise your time much more efficiently.

    Sending Emails to Companies

    If you deal with solicitors or maintenance companies then this new function will be massively beneficial to you.

    Now there will be a button which gives you the option to email the company or individuals within the organisation. What’s more, you will also be able to view and keep track of all your email correspondence and communication history with the particular company.

    Board Status (Sale/Let Board)

    When it comes fitting or removing a property board, we’ve added a function that allows you to process all of the necessary information and automatically send it to a board company of your choice. You can send them exact instructions for fitting or removal, regardless of whether the property is sales or lettings.

    You’ll receive a choice of whether you wish to send the email to a generic company email address or a specific person within the organisation, provided that the individual email addresses are available.

    Maintenance

    In the case of a maintenance problem - such as a boiler breakdown or leaking tap - you will now be able to submit all necessary information and notes you have received from your client over to your chosen maintenance company at the click of a button. They will receive the information from you through an email and reply with a quotation which you can subsequently pass on to your client.

    We’ve added in this function to save you the time and bother of having to dig around for phone numbers and email addresses, now the software does it all for you.

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