What's new in Eagle

• Released custom design online vendor/landlord reports, read more here.
• Added new default email template 'Send owner report to owner'. The template is used in the 'Vendor/Landlord Report' tab within a listing when you click the 'Send by email' button. Customise the template in Settings > Email Templates. 
• Upgraded vendor/landlord report automation to send either PDF version or online report, read more here.
• Added new event/inspection global popup so you can add events and inspections from anywhere in Eagle, read more here.
• Updated sort order of property picker drop down to most recently updated to make it easier to find and select listings
• Added private inspection as a new inspection type to make it easier to book and manage private inspections, read more here.
• Various tweaks, improvements and bug fixes

This release introduces private inspections which makes it easier to book, manage and view private inspections.

Previously, to schedule a private inspection you had to create a calendar event and set the event type to 'Buyer Inspection' or 'Potential Tenant Inspection'. These events did not show anywhere on the listing or on the owner report. With this new update, 'private' inspections show everywhere that an 'open' or 'registration required' inspection shows including on the property listing, on the inspections page, on owner reports and in the mobile app. Creating private inspections from within the mobile app will be in a future release.

Contacts can not register for a private inspection via a booking link, they can only be registered by the agent directly in Eagle (if you want to have contacts book themselves in, ensure your subscription has access to booking inspections and availability calender and use the 'open' or 'registration required' inspection type instead).

Once a contact is registered for a private inspection they will receive confirmation, reminder and update emails/SMS as below:

• confirmation when they are first booked in along with a calendar invite
• a reminder 2 hours prior to the inspection
• confirmation if the inspection time has been changed
• confirmation if the inspection has been cancelled

The above communications are driven by some new automations which you can enable/disable and customise the messaging to your liking. If your subscription includes access to automations, these will be cloned in to your account soon:

[Sales] Private inspection invitation
[Sales] Private inspection reminder
[Sales] Private inspection changed
[Sales] Private inspection cancelled

[Leasing] Private inspection invitation
[Leasing] Private inspection reminder
[Leasing] Private inspection changed
[Leasing] Private inspection cancelled

This release makes adding inspections and events into the calendar easier and more flexible.

The "Add Event" popup is now available in the top bar in the "New" menu.

Previously, we had different forms for "Inspections" - which were scheduled inspections for the property, and "Events" which were your other meetings. Now with the new popup, you can add either from the one spot.

It also comes with all of the other features of the other global popups, which is that they follow you as you go from screen to screen, and you can have multiple popups open at one time and switch between them.

We've also replaced "Buyer Inspection" and "Potential Tenant Inspection" with "Private Inspection", and these inspections will now show up in your mobile app on the "Inspections" screen.

Your Weekly Owner Report has traditionally been an attachment with the PDF owner report.

Now with custom designed reports available, we've also updated the Owner Report automation so that you can send only the online version.

We've also updated the content to allow formatting and images to be included in the email. 

To update your automation, go to CRM->Tools->Automation, then click on the "Send vendor reports to vendors" or "Send landlord reports to landlords" automation. Then click "Edit" on the automation step to make changes.

Want to show extra data, graphs, or other information on your vendor or landlord report? We can now develop a template to your specifications, whether it be tweaking how the existing report displays, or a complete redesign with extra information, different layout, custom fonts, charts and graphs and anything you can think of.

How it works

1. Contact us with the ideas you have for your online owner report and we'll quote on the cost to build it for you
2. Once you approve the cost, we'll go ahead and build the template and enable it in your account
3. Set your default template by going to Settings->Account and select a default template
4. On the CRM->Listings->Vendor Report tab, you can select which template you would like to use for that listing
5. You can have different templates for different listings, so you could have one template for your rentals and one template for your sales

• Added new business category 'Franchise'
• Upgraded phone filters to be more granular. Use these to find or exclude contacts or address owners for bulk communications, call lists etc.
  • has mobile
  • has no mobile
  • has business hours phone
  • has no business hours phone
  • has an after hours phone
  • has no after hours phone
• Added holiday rental listing type to filters
• Optimisation and bug fixes

• Added new user permission 'Manage own notes'. Use this to give users access to edit/delete their own notes but not other users notes
• Added new user permission 'View own contracts'. Use this to give view access to listing agent users who do not have permissions to 'Manage own contracts'
• Upgraded 'Update Field' automation action to update a contact custom field. Use this to capture information into a custom field when a contact is created or from an enquiry/inspection
• Added websites views to API property endpoint
• Various tweaks and bug fixes

• Upgrades to Contact Filters, you can now filter on Landlord attributes (in addition to Vendor attributes)
• Trust Accounting - Improvements to the 'Finalise Sale' tab on a Contract (now renamed to 'Account Sale' tab)
• 'Update Field' automation action can now update a contacts 'property tag' preferences
• Added new merge field {{property_rental_date_available}}. Use this to merge the available date on templates or automations relating to a rental property
• Added new automation triggers 'A property tag is added to an address' and 'A property tag is removed from an address'
• Upgraded automation Send Email and Send SMS actions to be able to send to current address owners
• Added ability to load SMS templates for bulk SMS campaigns

Have you ever wanted to start an automation half way through? Or schedule an automation to start at some point in the future?

With this new release, now you can.

• Trigger an automation from any screen
• Select what step the automation starts at
• Schedule an automation to start at some point in the future
• Select exactly what data you want to use in the automation

To check it out, go to the "New" at the top of the screen and click "New Automation"

• Added 'Add Note' popup component, read more here
• Upgrades to Contract filters, now find contracts by the property listing agent or custom field
• Upgrades to Eagle API
• Added 'New Automation' popup scheduler, read more here
• Various fixes and tweaks