How do I run KPI branch reports
1. Just like the board statuses select your filtering from the top section then click on search.
Some changes and filtering can be applied to the KPIS by click on the Options button in the top right corner.
Process move-in money & pay Landlord in EstatesIT.Software
Process move-in money & pay Landlord in EstatesIT.Software
Day to day accounts in EstatesIT.Software
Quick viewing showing how to run your day to day accounts
Introduction Videos to estatesit.software & estatesit.properties
To see Introduction videos click here
How Do I ....
Quick answers to questions.
Forgotten your password?
Forgotten your password? click here to reset it
EstatesIT Software Training Guide (Work in progress)
Need help with EstatesIT.Software then click here to open the help guide.
Release Information
Release Information
adding geocodes and streetview to a property
adding geocodes and streetview to a property
Difficulty
Adding an area to a property
Adding an area to a property
Difficulty
Selecting a featured property
Selecting a featured property
Difficulty
Add a viewing via the actions menu
Add a viewing via the actions menu
Difficulty
what is the leads section
what is the leads section
Difficulty
Converting a lead to a Vendor
Converting a lead to a Vendor
Difficulty
Creating A valuation from a vendor lead
Creating A valuation from a vendor lead
Difficulty
Sending valuation confirmation via email
Sending valuation confirmation via email
Difficulty
Creating A Market Appraisal Email & Letter
Creating A Market Appraisal Email & Letter
Difficulty
Adding a contact via quick access bar
Adding a contact via quick access bar
Difficulty
Creating particulars & windowcards
Creating particulars & windowcards
Difficulty
Create an applicant and match from a lead
Create an applicant and match from a lead
Difficulty
Creating a viewing from an applicant
A quick run through of the layout in EstatesIT.Software
Difficulty
Creating a road trip of viewings from an applicant
Creating a road trip of viewings from an applicant
Difficulty
Creating a viewing via the quick access bar
Creating a viewing via the quick access bar
Difficulty
Creating diary events against a property
Creating diary events against a property
Difficulty
Matching an applicant to a list of properties
Matching an applicant to a list of properties
Difficulty
Matching a property to a list of applicants
Matching a property to a list of applicants
Difficulty
Update viewing feedback and close viewing
Update viewing feedback and close viewing
Difficulty
A quick run through of the layout in EstatesIT.Software
A quick run through of the layout in EstatesIT.Software
Difficulty
a quick run through of the layout in estatesit.properties
a quick run through of the layout in estatesit.properties
Difficulty
how do i search for a property in .properties
how do i search for a property in .properties
Difficulty
A quick run through of the layout in EstatesIT.Software
A quick run through of the layout in EstatesIT.Software
Difficulty
How do I login to EstatesIT.Software
How do I login to EstatesIT.Software
Difficulty
How do I reset my password
How do I reset my password
Difficulty
how to change userview on diary
how to change userview on diary
Difficulty
