Open House Manager User Manual – Version 2.6
Contents
1. List Builder navigates to the List Builder window e Edit Survey Questions navigates to the Question Editor window e Realtor Settings navigates to the Settings window e Send Feedback drafts an email to support details of your app configuration are included send us your feedback and ideas e Access Online Manual opens a browser to download this manual e Check Twitter opens the Twitter app to the Open House Manager feed e Edit touch here to delete a listing Copyright 2012 WahSoft LLC Realtor Information Application Settings First Name Sync to Contacts ON Company amp Phone Number Email Address amp Preview Set Image Back To List 1 Realtor Information the details you enter here will be displayed on the Sign In page and used in email generation a Load your desired photo in to iPhoto on your iPad You can then select the photo from your library 2 Application Settings a Sync to Contacts Turn this on to replicate the information you collect to the Contacts App Turn this on along with iCloud to replicate this information to all your Apple devices including iPhone 3 Buttons a Back To List sends you back to the Open House List Copyright 2012 WahSoft LLC House Editor oa OIEA ELCHE 123 Park Ave Visitors to this listina will be placed in the 123 Park Ave arouo in Contar Bernard Foster Kate Wasserstrom Phone number Email address C2. left Copyright 2012 WahSoft LLC Question Editor Window Survey Questions 4 st and Last Name are always required on Sign In page m y Br TERN Add New Question Questions Ea anpi popen House Op siion How long have you been looking for a home Option Buttons OFF Automatically add this question to new listings OFF include responses on Homeowner reports OFF Responses this question are required How interested in this hr Choices None Neighbor Just started Somewhat Less than 1 month Less than 3 months Very More than 3 months In what other areas are you looking for a home Uptown Midtown Enter each choice on a separate line Downtown Sync to Contact Field None Back To Houses Rural This window is to used to create the survey questions you want to ask at your showings and open houses A default set of questions is generated when you first start the app but you can edit any of these and there is no limit to how many you create 1 Question attributes Prompt The text to be displayed with the question Display type Open House Showing Internal Response type choose the type of response you want to capture Automatically add this question to new listings Include responses in Homeowner report emails Responses to this question are required Choices used for Option and Checkbox questions sync to Contact Field select from the fields available in Contacts 2 Question list Add
3. 333 4444 brian wahsoftlic com Your new home awaits 4824 Clements Bridge Rd Belleville 899 900 5 400 sq ft 5 beds 4 5 baths pool Copyright 2012 WahSoft LLC Sample Homeowner Report Email To homeowner wahsoftlic com Open House Homeowner Report Ce brian wahsoftlic com Bcc From brian wahsoftlic com Subject Open House Homeowner Report Homeowner Report for 4545 County Line Rd Open house on 6 28 11 Visitor Count 1 Comments Open house on 6 27 11 Visitor Count 5 Comments Very nice We will be back for second showing Brian Smythe WahSoft LLC 333 444 5555 brian wahsoftlic com Copyright 2012 WahSoft LLC Sample Visitor Report Email Cancel Visitor Report 4545 County Line Rd To brian wahsoftlic com CcelBcc From brian wahsoftlic com Subject Visitor Report 4545 County Line Rd Visitor Report 4545 County Line Rd Lincoln Pomeroy Visited 6 27 11 8 19 PM Phone 1 555 222 3333 Email lincoln wahsoftlic com PreApproved NO Realtor No Comments Ihin Srsrv Visited 6 28 11 8 39 AM Phone 4444444444 Email h j k PreApproved YES Realtor No Comments Richard Blank Visited 6 27 11 2 18 PM Phone 222 222 222222 Email richard wahsoftlic com PreApproved NO Realtor Rose Parker No Comments Pierce Dodridoe Copyright 2012 WahSoft LLC
4. Open House Manager User Manual Version 2 6 Concepts Houses Visitors gt RR Visitors create Responses to your Questions Properties refer to where you set up your Open Houses Responses can be required from Visitors Response can populate fields in your Address Book Have responses to your questions populate Address Book fields and or share responses with the Homeowner Assign Survey Questions to each property Add Houses to ListBuilder to create a list of Visitors from many houses then filter the list based on when they visited and based on responses to your Survey Questions Survey Questions Survey questions allow you to create a rich database of information about the Visitors to your Open House Set questions to display on the Sign In page for Visitors to fill out Create your own questions to capture the information you need Keep questions private to make your own notes Getting Started When you first run Open House Manager it will prompt you to generate the initial set of survey questions This is required for the application to operate Then you will be directed to the Settings page enter all information required to get started Copyright 2012 WahSoft LLC Open House List iPad gt 12 31 PM 62 m Open House Manager 123 Park Ave 3232 County Line Rd 546 City View Ave k d Buttons e Add New House adds a new listing and navigates to the House Editor window e
5. ign In Presented By Update Brian Smythe Information aye 1 Touch the small i button to return back to the House Editor 2 Buttons a Please Sign In takes the visitor to the Sign In window b Update Information displays a list of visitors for this listing Selecting an entry from that list allows the visitor to update their information Copyright 2012 WahSoft LLC Sign In Window First Name Phone number In what other areas you looking for a ho This is a required field Uptown Midtown Downtown Last Name Email a dress Horvath joel h rvath com This is a required field Rural Suburban Pre approved for a mortgage F a trom night to left to complete this form This window is displayed for Open Houses and Showings There are three types of questions avialable Open House Showing and Internal Internal questions are not displayed on this window 1 Question area visitors drag from right to left to respond to the questions you set up First and Last name are always asked and are always required a The visitor will be directed to questions that have a required response if a response has not been provided b Visitors will also receive errors for responses that are not in the proper format 2 Visitors press the Save button when finished a If there are more questions than fit on the iPad screen then a notificaiton will be displayed for the user to scroll from right to
6. lient s name Broker email Broker mobile Back To List Send Messages Add Showing Open for Business 1 Enter the name of the listing here a If you want visitors to go to the Contacts app Sync to Contacts must be turned on at the time the listing is created It will be indicated here if this listing is configured to copy visitor information to Contacts 2 Visitor listing the list of visitors is displayed here M a Sort You can sort this list by last name A Visited 7 28 12 to Z Z to A or visit date and time most Aiaia o recent first oldest first on a b Edit You can delete visitors by touching the 111 222 3333 Edit button and then selecting the visitors to Email address d e ete joel horvath com c Select an entry to view their details in the Pe ee Visitor Detail screen a ee een 3 Survey Questions are separated by sections Open Se House Showing and Internal Downtown a Delete questions by touching Edit and ie selecting the questions you wish to delete cove send Emai Sond imessage 4 Buttons a Send Messages Begin a pre formatted email here Choose from Follow up Home Owner Report and Full Visitor Digest b Add Showing Sets up to sign in a private showing c Open for Business Sets up for your open house Copyright 2012 WahSoft LLC aan Fae TD eens i YY een eae nen PN r SLISiInNaSS VVINGOW ns F JOI TF OI DUS gt SHNICSSS WWhhitay vv 123 Park Ave Please S
7. new questions here Use Edit to delete or reorder questions 3 Buttons 1 00 2 0 225 Copyright 2012 WahSoft LLC a Import sets of questions from other users copied to your iPad or Dropbox account b Export the current set of questions to iTunes Files Sharing and Dropbox if linked List Builder Window Sandy Brexton 123 Park Ave 3232 County Line ra Fam Powder John Wilkins ie Visited anytime after Jul 1 2012 A Send Followup Email Send Full Visitor Report Listbuilder allows to generate lists of visitors from multiple listings open houses and showings You can send Followup emails to these groups or send a spreadsheet to yourself 1 Add the listings you want to use to create the group of visitors a Touch the calendar button to set the visit date range 2 Filter the list of visitors by how their responses to your survey questions 3 Modify the visitor list a Select an entry to go to the Visitor Detail window b Use the Edit button to delete visitors you don t want in your list Deleting them here will only remove them from the list it not delete them permanently from the app Copyright 2012 WahSoft LLC Sample Follow Up Email Pad 9 18 AM Cancel Follow up 787 Park View St lo brian wahsoftiic com Bcc beatrice internet com Frank King rom brian wahsoftlic com bject Follow up 787 Park View St Thank you for visiting 787 Park View St Brian Smythe Wahsoft LLC 222
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