Boost Property Success: A Guide to Real Estate Scheduling Software

Boost Property Success: A Guide to Real Estate Scheduling Software
Written by
Daria Olieshko
Published on
10 Mar 2024
Read time
6 - 8 min read
Being an estate agent is a role that encompasses multiple functions, vast data, and ongoing communication with property sellers, buyers, and developers. However, most of these functions can now be assigned to bespoke software for estate management. Surprised? Let's delve into how estate software for property management and scheduling assists businesses to maintain top-tier services and consequently, ensures high customer satisfaction.If you wish to succeed in the competitive real estate sector, it's crucial to stay ahead of other agents. This implies not confining yourself to a single location and securing as many property listings as possible. A property viewing scheduler will be invaluable for streamlining your business and team.Real estate scheduling apps extend beyond just organising routines. They provide assistance with numerous tasks you may encounter:
  • managing your busy schedules;
  • securing more listing appointments;
  • planning cleaners' visits and decorators' work before viewings;
  • calculating payroll for your staff if you own an estate agency;
  • facilitating simple and effective communication within your team.
By organising your schedule well, you can maximise the number of appointments and viewings, which will directly affect your commission earnings.

The Features of the Best Property Management Software in 2024

Let's examine how software for estate management can simplify your daily routines, and which features are particularly beneficial for estate agents:

Job scheduling option

When you have a team working for you, you need to organise their work schedules, distribute workloads, and monitor assignments to ensure smooth operation of the agency, attracting clientele and generating profit. Creating optimal schedules for your employees based on their submitted availability and job qualifications is a key feature of modern estate scheduling software. In Shifton, for example, you can include all relevant information, such as location and tasks, and share assignments with your employees online, so they have everything needed to perform optimally on their mobile devices. Each person completes their portion of work, and you avoid issues and redundancies thanks to a well-conceived estate scheduler.

Digital tasks, forms, and checklists for seamless operations

Having a shared platform for collaborative work with your team allows you to streamline the entire workflow. In addition, this feature serves both your team's tasks and your personal task management plans.
  • You rapidly create tasks and assign them to your employees,
  • You maintain a clear view of their progress in real-time directly within the estate scheduling software. This could involve anything from ad-hoc maintenance requests to routine inspections and cleaning duties.
  • You can provide all necessary information for your employees to commence work and complete tasks on time, including notes and deadlines.
  • In a real estate scheduler like Shifton, you can create bespoke reports, forms, and checklists for your staff to fill in, use electronic signatures to verify each employee’s identity, and submit them back for your review to remain informed and ensure compliance.

Manage your facilities with ease

Whether you’re operating an estate agency, working as an independent estate agent, conducting property inspections, or managing facilities, you need complete oversight of all your resources at a glance. That’s where property management software comes into play. It enables you to list all facilities and properties, manage them, and allocate tasks related to these properties to your staff. The primary benefits of these solutions include:
  • Flexibility in managing each facility or estate item and documenting all relevant information through estate management software.
  • Assigning properties for sale to your team to distribute responsibilities.

Ensure the safety and performance of your field staff

Estate shift scheduling software equips brokers, agents, inspectors, and field staff with essential tools for excellent work, including digital safety forms and secure site check-in and check-out. Moreover, when your staff is on-site, they need not spend time post-task completion compiling reports. In the premier app for realtors, such as Shifton, checklists and reports can be completed remotely, via mobile, even while on the move, thus simplifying the work process.

Enhance customer experience

Shifton exemplifies a leading planner for estate agents, offering all the capabilities necessary to elevate the customer experience thanks to advanced functionality, including these built-in tools:
  • Automated appointment confirmations and reminders to avert missed appointments.
  • Rapid replacement scheduling when an agent can't complete an appointment – with the ability to assign another employee to maintain operations and enhance customer loyalty.
  • Location pairing to swiftly match frontline workers with customers, saving time and reducing costs for longer appointments.
  • Comment fields for sharing information from past tasks and providing instant feedback while staff are on-site.
  • Virtual meeting options to expand team-building efforts and enable instant communication within a unified online workspace.
  • Intelligent job matching and automated staff scheduling based on business priorities to consistently adhere to SLAs. For example, enabling property valuation companies to allocate available workers promptly to new tasks to meet strict deadlines for large clients.
By transferring numerous operations to the online realm using estate scheduling software, you reap several benefits, including streamlining processes for speedier deal completion and improved customer service.

What Are the Benefits of Property Management Software for Real Estate Businesses?

The primary advantages of utilising specific software for estate management lie in its practical nature and the meticulously designed tools incorporated within.
  • It enhances efficiency by automating complex and recurring daily tasks and processes, permitting you to save time and focus on overarching goals.
  • It allows you to organise, manage, and monitor crucial information and processes on a centralised platform, which you can instantly share with your staff via cloud technologies.
  • It improves business security by offering a secure platform to handle sensitive details, such as tenant information, personal data of sellers, buyers, landlords, and their financials. With advanced protection measures, the estate scheduling app and its cloud storage safeguard against data breaches.
  • It offers real-time insights by providing a comprehensive view of all data across the system and delivering instant feedback from workers. This enables you to remain at the forefront of your operations and make informed, timely, and astute decisions.
The days when operating a successful real estate business relied on a paper planner and a calculator are long past. To outpace competitors and secure more clients and lucrative deals today, you need to be quick, client-focused, provide flexible and informed decisions, and cultivate teamwork synergy. All of this can be achieved with high-tech solutions. In 2024, an estate scheduler is essential for agents and agency owners. Moreover, if this scheduler is as advanced as Shifton, you gain even further benefits, nurturing an ecosystem that enhances staff communication.
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Daria Olieshko

A personal blog created for those who are looking for proven practices.