What's new in Eagle
27 March 2020
Inspection bookings for sales and rentals
Inspection bookings have been in place for some time as part of our leasing module. Today we're happy to announce we've brought the inspection booking functionality to sales too. Sale and rental bookings are available as part of our CRM Plus package.
Now you can set inspection availability and times, then have prospective buyers and tenants book in their own inspections.
See the video below to see how it works.
Inspection modes
Set a default inspection mode that suits best, or override on an individual property basis.
- Inspection times only - you set the inspection times and people book in on those times
- Availability calendar - you set your availability and the properties availability, if both you and the property are available, people can book in an inspection (subject to notice times, buffer times and attendee limits)
- Automatic mode - For rentals, it looks at the available date of the property. If the property is not yet available, prospective tenants can only book in on inspection times you set. Once the property is available, it will automatically switch to availability calendar mode. For sales, automatic mode reverts to inspection times only mode.
Set the default inspection mode for your account in Settings > Inspection Bookings. Override default settings on the Inspections tab of a property listing.
Inspection Types
Choose if you'd like to advertise an open for inspection or run a private registration required inspection. Buyers and tenants can book into both inspection types.
- Open - normal open for inspection which advertises on portals, your website and marketing materials
- Registration required - a private inspection that is not advertised or shown anywhere except on the booking page. You can set a limit as to how many people can register through the booking page.
Set the inspection type when creating the inspection in the Inspections tab of a property listing. Inspection bookings created using the availability mode will default to registration required.
Main Inspections page
- View upcoming and past inspections
- Filter sale or rental listings
- Create new inspection times
- Share book inspection links
- See how many people have registered, confirmed or attended an inspection
Go to CRM > Inspections.
Individual Inspection page
- See who has registered, confirmed, attended, cancelled or were a no show
- Manually register or confirm a buyer or tenant (eg. for phone enquiries)
- Add notes on inspection attendees (shows on owner report) and set interest level
- Generate or send an inspection report to your vendor or landlord
Go to CRM > Inspections and click into an inspection.
New automations
A whole suite of new automations with pre-written communications around inspection bookings. You have full control to customise the messaging, timing and which communications you'd like sent. Go to CRM > Tools > Automation and look for the [Sales Bookings] or [EagleLeasing] tags.
Mobile app
See how many people have registered or confirmed to your upcoming inspections. Go to the Inspections tab in the app. Don't have the app? Download for iOS or Android and login with your normal desktop login credentials.