Board Clever provides a custom built system to fully manage every aspect of your estate agency board erectors management business.
Admin Feature
Job & Board Management
Jobs can be added to the system by you and your admins or directly by your agents through the customer portal.
For each job, multiple tasks may be created, such as erecting signs in multiple locations, changing slips and collecting the boards.
Jobs can be assigned to employees to accommodate businesses with multiple drivers. Daily Job Rotas provide your employees with concise printed job instructions or jobs can be viewed on the go with a smartphone or tablet. Your employees have the option to update the status of each job throughout the day providing real time progress to your clients.
Admin Feature
Route Planning
The most advanced dedicated board erector route planning software available – this feature alone will save you hours in preparation and travelling.
Board Clever intelligently calculates the most efficient route for each driver to achieve your jobs for the day.
You’ll see the optimised driver route on an interactive map where you can manually reorder the tasks making real time alterations to your route.
Admin Feature
Define Geographic Areas
By defining geographic areas you can allocate jobs to your drivers by location. This can be very helpful to avoid routing issues such as limited river crossings, as routes and jobs can be confined within areas to avoid such obstacles.
Areas are defined by simply drawing over an interactive map and naming your areas. The task allocation tools identify tasks that fall within these areas so you can quickly assign them to driver routes
Admin Feature
Task Allocation
A simple list of jobs can be a daunting and time consuming task to assign to your drivers or allocate across multiple days to minimise your travelling time and costs.
Board Clever makes it easy to efficiently distribute jobs out to your drivers using the Task Scheduling tools, saving you time and travelling costs.
Quickly bulk re-assign tasks to drivers individually, by postcode segmentation or user defined geographic areas.
Admin Feature
Completing Tasks
You can choose to complete your tasks as you go along or bulk manage tasks at the end of the day, so your agent can see the current status.
Quickly set the status and completion notes or simply tick to reschedule another visit. The system also handles the reinvoicing of the visit if required.
Admin Feature
Global Changes
With so much data being entered into Board Clever it’s essential that you and your agents are able to quickly find current jobs.
The global search feature allows you to easily find jobs and tasks across all users and agents to add new instructions, view progress or invoices.
Customer Portal
If a customer has multiple offices, each office can be allocated a user account restricted to see information for their office only. A global manager admin account is then set up to oversee all the boards for all offices. Some agents find this particularly useful to have segregated invoicing for each office.
Admin Feature
Invoicing
Invoicing and keeping track of each job can be time consuming and tedious, especially if using spreadsheets or paper records.
The Board Clever system automatically generates a monthly invoice based on completed jobs. The invoice is emailed directly to your client or they can access it from the system and query any mistakes before accepting or rejecting the invoice.
Record your client payments and credits for a more accurate understanding of your current finances.
Admin Feature
Reporting
The Board Clever system makes it simple to view and understand important business data including:
- Invoice and financial information
- Client usage and stats
- Boards Up
- Board Locations
- Job summaries and stats
Agent Feature
Add Jobs for New Properties
Choose from Sales or Lettings, easily specify your desired task and required completion date. If your board needs a slip, you can choose from an array of available slips.
Ensure fast and accurate entry of addresses with address search tools with duplication detection to prevent double entry of jobs.
Schedule tasks to be performed on specific days and enter job notes to make sure the sign is erected exactly as you require.
Agent Feature
View the Status Of a Current Job
Has the job from last week been completed? Did they invoice for that job last month? Open a job and view all associated tasks. Get the information you need, when you need it.
Reschedule, Edit or Cancel boards
Whether the property Sold, if a board needs replacing or collecting then it’s simple to add additional tasks to a property.
Agent Feature
Search Past and Current Jobs
Quickly find historic jobs with the instant search features available from within both Job History and Boards Up.
Agent Feature
View Current Board Locations
View the locations of all your boards instantly with our interactive map, then click to view details or add a new task.
Agent Feature
View and Respond to Board Erector Invoices
See invoices sent to you directly within your dashboard, raise objections and view any associated notes. Invoices are fully itemised so you know exactly what you’re paying for.
Agent Feature
Track Invoice Activity
Follow a complete invoice audit trail allowing you to see all actions performed against an invoice, such as creation, payments added and sent notifications.