Projects in the Mobile App

1.  Navigate to the 3 dots in the main menu, Click Projects. 
 

2. From the main screen, users will have access to My Projects and All Projects.

Key project information displayed includes:

• Project Name

• Category (i.e. apartment / commercial)

• Project Status

• Address, Suburb
   

Details Tab

The Details screen provides similar detail and functionality as to what users will be familiar with from the Properties and Listings detail screen, including:

• Summary of key project information

• Click through to Contacts associated with the Project

• Map view of project location
   

Listings Tab
 

The Listings screen shows all listings related to the project. 

Key listing information includes:

• Type and Status

• Listing ID

• Address

• Features

The default view shows listing by last updated.

Users can also filter the Listings available based on: “Type”, “Status”, “Property Type”, “Category” and “Primary Office”.
 

Activity Tab
 

The features of the activity screen is similar to that of Listings, where users will be able to:

• Review attendee activity

• Take quick actions to email contracts, add notes, call etc

• Add attendees, enquiries and private inspections

Attendee activity will also appear within the Contact - Activity tab.
 

Notes Tab

Users will be able to add Project specific Notes, along with any corresponding follow up Tasks.

• Notes and Tasks will also appear against any related Contacts, Listings, and Properties.

• Tasks will also appear from the Reminders screen.