Residential Sales

Diary

Fundamental to estate agency operations is a diary.  Often referred to as the ‘Day Book’, the electronic form is so often over complicated or under featured.  At Jupix we have worked hard to exploit the advantages of putting it online whilst maintaining a balance of usefulness with simplicity.  With a great looking layout and a logical way of working, this is one diary that will put you back in control.
Monthly summary

JUPIX gives you the month at a glance, allowing you to move around weeks and months with ease.  Today is highlighted in bold and days with activity are shaded indicating when you have capacity without needing to search each day.  The diary keeps appointments, dates and times forever, so nothing gets lost or thrown away.

Filter Diary

Assigning tasks that are all related is a great way to carve up the workload and ensure teams stay focussed on the job in hand.  Diary overlays can be turned on and off, allowing staff the ability to ensure all viewings for the day are confirmed, or all appraisals are followed up.  If you’re one of those people that like to work based on events that happened on a certain day, then this feature is for you.

Integrated To-Do List

As a standalone feature the To-Do List is a powerful, system wide gadget that allows reminders to be set against people, properties or events.  As you would expect, To-Do’s have a due date and they show up on the diary screen, reminding you that it’s not just appointments that fill your day.  It’s amazingly simple but highly effective – and for managers its a great way to monitor staff activity and resource levels.

Day, Week & Month Views

For users of Microsoft Outlook the familiar day, week and month views are not just useful for planning (holiday requests, assigning staff to offices) but they give you a holistic view of the office; who’s out and who’s in.  All of the various views are ‘roll over’ sensitive, instantly showing you further details of the appointment, just by rolling the cursor over it.  As you would expect, the familiar colour and patterns give you an insight in to viewing and appraisal activity.

Agenda View

What better way to plan for your day ahead than a time-line of everything that has been booked?  The Agenda view is particularly useful for market appraisals and viewings where information relevant to the appointment type is displayed, such as key numbers or directions to the property.  Printable, emailable or simply take it with you on an iPad, it keeps you one step ahead all day long.

Create your own diaries

Ideal for secretarial or role based members of staff is the unique ability to create customised diary layouts.  Need to see which valuers are free on a certain day?  Switch to the ‘Valuers’ diary.  Someone wants a quick viewing on a property and you need to see who is out on the ground?  Dive right in to the ‘Viewers’ diary.  Custom diaries are great for teams, offices, departments and cross-company working.

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Jupix Mobile is Here!

We have just released Jupix Mobile Edition. Jupix now works on smart phones and tablets; allowing users to access their diary and contacts whilst on the move.

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In the mean time, if you would like more information please contact us by calling 08000 758 749 or by emailing us at sales@jupix.co.uk

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