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Management Dashboard (Sales Suite (List of sales and lettings (• Ability…

- - - - Create ticket on-behalf of a customer/resident/owner/member.
      - Send message to a customer / resident / owner / member.
- - - - • List or Swimlane view.
      - • Ability to refine list using filters (e.g. select a service or event).
      - • Ability to search for a specific booking.
      - • Scan QR arrivals.
  - - - • Mark arrived for each attendee.
      - • View who it is booked-for, with contact details.
      - • View who made the booking, with contact details.
      - • View tickets purchased.
      - • View additional details, e.g. optional/mandatory booking information.
      - • Edit and Cancel booking.
- - - - • View details.
      - • Create reservation form. Ability to have a range of form types, based on property type, location/estate or other criteria.
      - • Manage property availability status (e.g. On-hold, Reserved, Sold etc.)
      - • Manage buyer / seller solicitors.
      - • View / add contracts, KYC documents and attachments.
      - • Staff notes.
      - • Signatures.
      - • Manage full house details of the applicant, i.e. family members for health and safety purposes.
      - • Manage payments, including: deposits, stages, completion.
      - • Application & vetting procedures.
      - • Online payments of deposits and stage-payments.
      - • Pay outstanding charges.
      - • Inspections and building maintenance reporting.
      - • Purchase orders.
      - • Resident screening.
      - • Renewals.
- - - - • Mark arrived.
      - • View who they are visiting.
      - • View who made the booking, with contact details.
      - • View related service or event that they are attending (e.g. meeting).
      - • View additional details, e.g. special requests.
      - • Edit and Cancel booking.
- - - - • Basic details (name, address, and phone number).
      - • Help Desk tickets.
      - • Instant Messenger.
      - • Bookings.
      - • Memberships
      - • Subscriptions.
      - • Groups and clubs.
      - • ID-cards.
      - • PMS lettings/ownership.
      - • Billing transactions.
      - • Feedback.
      - • Staff comments.
      - • Contracts.
      - • Plus, other information related to that person.
- - - - • Set who and where will receive this item (e.g. specific user-types or target specific buildings).
      - • Set when this item will be published
      - • Schedule start/end date/time.
      - • Edit item, with text, images and URL links.
      - • Delete item.
- - - - • View list of members devices – with ability to auto sign-off each device.
      - • Set start and end (can be indefinite) date of membership.
      - • Set/amend membership number.
      - • Set/amend notification rules (e.g. will/won’t receive promotions).
      - • Add/remove ID cards (if required).
      - • Disable/enable access.
      - • Reset password.
      - • Resend welcome notification.
      - • Send invite notification to new member.
      - • Confirm membership request.
      - • Edit and delete member.
- - - - • Monitor Group activity.
      - • Create/Edit/Delete Groups.
      - • Manage members of each group.
      - • Accept/decline membership requests.
- - - - • View details.
      - • Book appointment.
      - • Recommend development/property to a customer.
      - • Start sales process.
      - • Edit details.
        
        The general details of each property can be edited in bulk or individually.
      - • Manage downloadable content for development/property.
      - • Marketing - upload to Right Move, On The Market, Zoopla, Prime Location etc.