Monthly Progress Overview
This summary is divided into four key sections: Invited, In Progress, Completed, and Cancelled. Each section is represented by a card that displays the total number of checks along with a percentage that reflects their proportion of the total monthly activity.
Invited Checks:This card shows the number of new checks that you've sent to your clients and that are still in the invited status.
In Progress Checks: Any ongoing work will be reflected here. It indicates the checks that are currently active.
Completed Checks: After successfully completing a check, it will move to this section. It’s satisfying to watch this number grow as you progress through the month.
Cancelled Checks: Although we never wish to see checks cancelled, it's important to track these instances for a comprehensive view of your monthly activities.
Locating Properties in the Dashboard
Here’s how to navigate to your property listings:
Accessing Your Properties
To find your property-related checks, look to the sidebar navigation on the left side of the dashboard. Here, you will see an ‘Assets’ section. When you click on it, two categories appear: ‘Property Sale’ and ‘Property Lettings’. This organization allows you to distinguish between properties that are for sale and those available for rent.
Property Sale: Selecting 'Property Sale' will show you a list of all properties that are currently being sold. You can view the status of checks associated with each property sale, such as how many are in progress or completed.
Property Lettings: Choosing 'Property Lettings' will display a list of your properties that are up for rent. Similarly, you can track the progress of these checks.
Using the Saved Flows
'Saved Flows' are pre-configured workflows that you can create for different types of transactions. These are the sequences of tasks and checks that you regularly perform, which have been saved for repeated use. By setting up these flows once, you can save time on future property transactions.
How to Use Saved Flows
To access your 'Saved Flows', direct your attention to the sidebar navigation on the dashboard. Here, under the 'Saved Flows' menu item, you’ll find a list of workflows tailored to different property-related, or transactions activities.