What’s New

FEATURES

• We have added the ability to define areas for task allocation this will speed up allocating tasks to your drivers. The areas map shows the approximate location of each postcode segment for reference. The postcode segments covered by an area can be seen by clicking “Show List” on the desired area.

• We have added the ability to properly define the outcome of a task with completion statuses. Completion statuses allow you to feed back information to your estate agent’s of your attempts to complete a task. You can only have one complete status but you can create as many issue statuses as you require. We have populated a couple common issues for your convenience.

• We have added the ability to specify multiple board locations, this will enable you to track the status of all boards at a property. Each board has it’s own lifecycle so you can collect or add slips to individual boards at a property if required.

• We have added the ability to group clients together into groups. This is particularly useful for large estate agencies with multiple locations. Groups give you the ability to nominate users to manage all associated clients in the group.

• You can now break down the daily tasks in the Tasks Planner by driver giving you greater understanding of your driver utilisation at a glance. Enable this setting in the application settings.