agentOS Release Notes 02/12/2020 - v5.00

Features

Updated & Revamped UI

We have improved the look and feel of agentOS. Rest assured, it is the same system, all that we have done is improved the user interface (UI).

The goal of the new UI and dashboard is to give you a convenient overview of your Agency. By clicking on the dashboard items, the aim is to provide you with everything you need from quick emailing; sending a WhatsApp message or recording a phone call note. The goal is to allow you to customise what you see and reduce the number of clicks to access information.

We have also introduced agentLeads, Jointly Listed and an Apps tab, giving you quick access to key features and apps. Furthermore, in the top right-hand corner are shortcuts to the Support chat, Software Requests, Latest Software Release Notes and Settings.

Dashboard

We have introduced a dashboard as the main landing page of the system, to help you with your day to day duties. Information on each stat is listed below.

Overview

Stat Name	Info
Unconverted Internet Leads	Leads imported from a portal that have not been converted or archived.
Calls & Emails to Make	agentPA reminders set on an object.
Bookmarks	Your bookmarked objects.
Jointly Listed Properties	Powered by agentWatch, current properties being jointly listed by a competitor.
Active Buyers	A list of buyers where automatic notifications are turned on, prioritised by last called date.
Active Applicants	A list of applicants where automatic notifications are turned on, prioritised by last called date.
Data Accuracy > Active applicants	A list of applicants who have not been contacted for more than 30 days.
Data Accuracy > Active buyers	A list of buyers who have not been called within the last 30 to 90 days.
Data Accuracy > Applicants to Archive	A list of applicants who have not received any notifications within the last 60 to 120 days.
Data Accuracy > Buyers to Archive	A list of buyers who have not been called within the last 90 to 150 days.

Prospecting

Stat Name	Info
Buyers with Unsold Houses	Five buyers created in the last 60 days, with a mobile number and who “Needs to Sell”.
Active Landlord with Empty Properties	Five landlords with multiple properties, at least one active tenancy and at least one empty property.
Landlords with No Lets	Five landlords with a property without a current or active tenancy (Advertised or Signed).
Past Landlord	Five landlords who don’t have a phone call recorded (In or out) on their profile in the last 90 days.
Calls Completed	The numbers of calls from the above categories that have been marked as “Complete” in the last 30 days.
Calls Skipped	The numbers of calls from the above categories that have been marked as “Skipped” in the last 30 days.

Online Requests

Stat Name	Info
Online Sales Valuations	Sales valuation work items submitted via a third party in the last 60 days.
Online Lettings Valuations	Lettings property valuation work item submitted via a third party in the last 60 days.
Login Request	Login request work item submitted via a third party (Eg. Landlord Portal) in the last 60 days.
Tenancy Application	Tenancy application work item submitted via a third party in the last 60 days.
Maintenance Request	Maintenance request work item submitted via a third party (Eg. FixFlo) in the last 60 days.

Accounts

Stat Name	Info
Client Money not Reconciled	Bank statement entries uploaded to your default bank account in the last 60 days and not posted.
Rents to Chase > Total Outstanding*	All outstanding rent.
Rents to Chase > Not Chased	Outstanding rent not chased in the last 30 days.
Payments to Make	A list of people to pay (Pay People in Credit).

*The parent stat for "Rents to Chase" counts both sub-stats. This will be corrected in a future version.

Sales & Lets

Stat Name	Info
Sales Market Appraisals	A list of sales properties at the “Market Appraisal” or “Instructed – Not on Market” stages.
Letting Market Appraisals	A list of lettings properties with a “New Instruction” tenancy.
Properties for Sale	A list of sales properties at the “Advertised – On Market” stage.
Properties for Let	A list of lettings properties at the “Advertised” stage.
Under Offer > Sales	A list of sales offers that are “Pending” or “Accepted” in the last 60 days.
Under Offer > Lettings	A list of lettings offers that are “Pending” or “Accepted” in the last 60 days.
Let Agreed	A list of lettings properties at the “Let Agreed” stage.
Tenancies Ending/Renewing	A list of lettings properties with an end date in the next 60 days.
Fallen Through & Withdrawn > Sales	A list of sales properties at the “Withdrawn” or “Fallen Through” stage in the last 30 days.
Fallen Through & Withdrawn > Lettings	A list of lettings properties that have been cancelled at the “Let Agreed” stage in the last 30 days.

My Emails & SMS

Stat Name	Info
My Emails	Your unread, read and sent emails.
SMS	Your unread, read and sent text messages.
Branch Emails	Branch unread, read and sent emails.

Sales Progression

Stat Name	Info
Accepted Offers	A list of offers in the “Accepted” stage.
Progression & Chain
Properties Exchanged	A list of properties exchanged in the current month.
Properties Sold	A list of properties sold in the current month.
Fees Pipeline	A list of potential fees for the current month.

Property Management

Stat Name	Info
Maintenance Jobs > Reported Maintenance	A list of maintenance jobs in the “Reported” state added in the last 60 days.
Maintenance Jobs > Actioned Maintenance Jobs	A list of maintenance jobs in the “Action” state added in the last 60 days.
Certificates > Overdue Certificates	A list of certificates that are overdue in the last 90 days and set as “Agent” responsibility.
Certificates > Certificates Becoming Due**	A list of certificates set as “Agent” responsibility and are becoming due in the next 30 days.

**Certificates that appear in "Overdue Certificates" will also appear here as a certificate is still due even if the date is far in the past.

Some stats have a selectable filter for Assigned, Branch or Company. Each one will change what the stat reports on, your work items, your branch's work items or the company's as a whole. Your choices here will be saved for future use the next time you log into the system.

Timeline

A new button has been added to certain grids around the system which will allow you to quickly view that persons' CRM Timeline. Where applicable, the pop up will also show all linked people to that object. Eg. On a tenancy, you will see the CRM timeline for the landlord as well as any tenants linked to the tenancy.

Improvements

Contact Context Menu

• Contact details of the person object have been added to grids around the system.
• On clicking a contact detail (Email address or phone number), a context menu opens with contact options.
  • "Send Email" will allow you to send an email from within the system.
  • "Send Template Email" will allow you to pick an email template before sending.
  • "Email from Your Device" will allow you to send an email from your native mail app (On desktop or mobile).
  • "Send SMS Message" will allow you to send an SMS message (If you have a text account).
  • "Record a Phone Call" will allow you to record a phone call note.
  • "Call..." will allow you to make a phone call from your native phone app (On desktop or mobile).
  • "Chat on WhatsApp" will allow you to send a message via WhatsApp.

Information Columns

• "Information" columns have been added to a number of grids, displaying a number of different stats.
• Where applicable, the stats are clickable, upon which a new tab will open providing further info on the stat.

Apps

• On the "Apps" tab, you can view all of our current apps.
• Clicking on the panel will open up the app and log you in immediately.

Lettings Applicant Negotiator

• To allow for the "Overview" stats to work on a user level, we have added the ability to assign a member of staff as a Negotiator on a lettings applicant.

Maintenance Jobs

• We have improved how maintenance jobs are assigned to members of staff by adding "Assigned Staff" to the job.
• By default, this will set itself to the user creating the job. But, this can be changed at any time.
• This new field is displayed in the "Maintenance Jobs" grid and is also used by both "Maintenance Jobs" stats.

Tenancy Electronic Signatures

• You can now add an electronic signature directly from a tenancy, which will add the landlord and tenant as recipients.

Part Exchange Case Type

• "Shared Ownership" has been added as a new case type on part exchange records.