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Create a Show Sheet
Create a Show Sheet
Clay Watson avatar
Written by Clay Watson
Updated over a week ago

Introduction

A Show Sheet serves as a comprehensive summary of a property listing, encompassing essential details such as property specifics, floor plans, nearby transit, and photographs. The sheet offers customization options, allowing you to include information on Open Houses, neighborhoods, and more as per your requirements.

Choosing a Report

  1. Begin on the Search page where you will choose the listings to be included in the report.

  2. A pop-up window will surface at the bottom of the webpage.

  3. Proceed by clicking on 'Create a Report'.

  4. From the ensuing options, select 'Show Sheet'.

Report Customization

  1. Assign a Report Label, serving as the title for your report.

  2. Decide where you want links to open:

    • Open Links in Perchwell – Requires the client to log into Perchwell.

    • Open Links Externally with your Branding – Links will open outside of Perchwell, accompanied by your Brokerage's Branding.

  3. Choose the information you want to include in your Show Sheet:

    • Exact Address

    • Days on Market (DOM)

    • Open House

    • List Date

    • Transit Info

    • Map

    • Floorplan

    • Status

    • Neighborhood

    • Cross-Streets

  4. Specify the Contact Information to be displayed:

    • Listing Agents – Displays the listing agent’s information.

    • My Contact Information – Displays your information.

    • None

  5. Select the layout orientation: Portrait or Landscape.

  6. Use the 'Drag and Drop' feature to arrange the listings in your preferred order.

Generating the Report

  1. The report can be shared via email, print, or download options.

  2. For Email sharing:

    • Email addresses - Enter the email addresses of the clients who should receive the report.

    • Email Subject - Craft a subject line for the email. Note: Both you and your client will receive a copy of the report.

    • Message - A default message is provided for the email, but you are free to modify it. It's possible to create Base Template messages which can be shared across your entire Brokerage.

Need More Help?

For further assistance with creating a show sheet, our support team is always available to assist. You can reach out by selecting the chat box in the bottom left-hand corner or emailing us at support@perchwell.com.

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