This month, we’ve introduced more powerful new tools to help agents work more efficiently and deliver an even better client experience. From pinning quick notes with Canvas to streamlining online bookings and reconciling multiple payments in one go, these updates are designed to make your workflows smoother than ever. Here’s everything that’s new…
Online Booking: Fast to set up, simple to manage
We’ve made setting up online booking effortless! A new guided setup flow lets you preview the applicant experience, from the booking interface to auto-responder emails. Flexible controls allow you to fine-tune your settings at any time — helping you capture more opportunities, while staying in complete control.
Book appointments straight from the branch calendar
No more jumping between screens! Now, you can book viewings, valuations, and other appointments directly from the branch calendar. Search properties, check availability, and add applicants in seconds, with details auto-filled for a faster, smoother workflow.
For more information, see our Booking an Appointment from the Calendar help article.
Reconcile multiple payments in one
Managing multiple transactions just got easier! You can now merge multiple bank transactions into a single entry, simplifying reconciliation and reducing admin time.
For more information, see our help article on Reconciling Outgoing Transactions.
Pin quick notes to pages with Canvas
Jot down quick details and pin notes right where you need them — at the top of any property, contact, or appointment page. Customise with colours and formatting, drag and drop, and track every change with built-in revision history. Stay organised and keep key information in sight at all times.
For more information, see our Canvas help article.
Bulk process payments to make
Process payment files with 100+ entries seamlessly in the background with no delays. Agents can keep working while payments are handled behind the scenes, with a notification once complete.
For more information on processing payments, see our Payments to Make help article.
Toggle cancelled maintenance jobs on or off, and keep contractors in the loop
Toggle cancelled jobs on or off in the maintenance table, giving you a clear view of either in one action. And now, when you cancel a maintenance job, you can automatically notify the contractor along with the tenant, ensuring everyone stays informed with no extra effort.
Easily identify applicants without an assigned area
A new filter in the applicant table allows you to spot applicants with no assigned area, ensuring you can follow up and understand their preferences.
Access applicant details instantly
With just one click from the Property Page, jump straight to an applicant’s ongoing lettings application by clicking the applicant's name from the lettings application card.
Instantly share safety certificates
Email safety certificates to landlords and tenants in a click. Whether you're adding a new certificate or renewing an existing one, everyone will have the latest certificates.
Add a note to an inspection
Keep all inspection details in one place with new note controls. Add, edit, and review full note history, ensuring a clear record of every update.
