You can add items in advance so that you don’t forget to do it. If a client wants the board down on the day they move in just add it to the relevant date and we’ll see to it on that day, you look professional and the client is happy.
It is the clients responsibility to ensure the security of their portal and those who have access to it. That sentence is lifted from our Terms & Conditions and is reproduced here to remind all clients that it is your responsibility to notify us when you no longer require access for one of your team. If an ex member of staff still has access to your portal after they have left we can accept no responsibility what so ever if they log on and give all the locations of your boards to a new employer or worse still indulge in destructive behaviour with your listings. YOU HAVE BEEN WARNED.
From your Dashboard you can click on an invoice to check it. Once you are happy and are initiating payment please click the green ‘Accept’ button to the top right so that we know payment is on it’s way. Once it is paid we will archive it so it is no longer listed.
When you are creating an new job an option to add a slip is available lower down the page. This can be used to add ‘Sold’ or a number of other instructions such as ‘Garden Flat’, ‘No.’ or a direction arrow. Please use the notes for additional information.
We have made a few changes to the software to eliminate the confusion between creating jobs and adding tasks to existing jobs. The choices of job creation are now limited so that one address cannot have two jobs relating to it. After creating a job for a particular address always use the drop down list to the top right of your dashboard to add a task to that job (address)
Please click this link to read the complete Terms and Conditions relating to the service we offer. The same information can also be accessed from the drop down list on the Main Menu bar.
We now cover six towns for ten sales and letting agents from our Weymouth, Dorchester and Chard bases. Click here to the map showing the total coverage or use the link in the menu bar above.
If you create two jobs for one address, rather than adding a task to an existing job you will generate extra charges. Always check the ‘Choose Job’ box in the top right hand corner of your dashboard and then add a new ‘Task’ to that existing ‘Job’. If the address is not listed then create a ‘Job’ for it from the left hand side of your Dashboard.
As you progress down the page when using ‘Create Job’ there is an option to add a slip, such as Ground Floor Flat. Use the drop down list or click ‘Other’ if what you need is not listed and add the text you need into the relevant box. Finish entering details on the page and click ‘Save’
Don’t worry we reset them free of charge. Often we see them before you do because we have vans moving around the area all the time so if were passing and your board has suffered in the wind we just reset it without being asked.