Scheduling software for real estate and property management: what it is and which tasks to perform with it

Being a real estate agent involves tasks that include multiple functions, large amounts of data, and constant communication with property sellers, buyers and developers, although most of these functions can be entrusted to specialised software for real estate management. Are you surprised? Then, let's discuss in detail how real estate software for property management and scheduling assists businesses in maintaining the highest level of service and, therefore, high customer satisfaction.If you want to succeed in the competitive real estate market, it's crucial to stay ahead of other agents. This means you shouldn’t restrict yourself to one location and should acquire as many property offers as possible to sell. A real estate showing scheduler will be useful to help you streamline your business and team.Real estate scheduling apps don’t just limit you to scheduling routines. They are extensive and also assist you with numerous tasks you may have:

• controlling your busy schedules;
• securing more listing appointments;
• planning cleaners’ visits and decorators’ work during the pre-showing stage;
• calculating payroll for your staff if you are a real estate agency owner;
• providing easy and effective communication within your team.

If you manage your schedule well, you will maximise the number of appointments and showings, which will directly impact your commission cheque.

The Features of the Best Property Management Software in 2024

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

Job scheduling option

When you have a team working for you, you need to schedule their work, spread the load, and check their assignments to ensure the smooth operation of the agency, which attracts clientele and thus, profit. An opportunity to build optimal schedules for your employees based on each employee’s submitted availability and job qualifications is something to appreciate in modern real estate scheduling software. In Shifton, for instance, you can add all relevant details, such as location and tasks, and share assignments with your employees online, so your staff has everything they need to perform at their best on their mobile phones. Everyone receives their share of the work, and you avoid drawbacks and overlaps due to the use of a well-conceived real estate scheduler.

Digital tasks, forms, and checklists for your best operations

Having a shared field for simultaneous work with your team can simplify the entire workflow. Moreover, this option can be used for both your employees’ tasks and your personal task management plans.

• You create tasks quickly and assign them to your employees,
• You maintain a clear overview of their progress in real-time right within the real estate scheduling software. This could be anything from one-off maintenance requests to routine inspections and cleaning jobs.
• You can add all the information your employees need to start work and complete tasks on time, such as notes and deadlines.
• In a real estate scheduler like Shifton, you can develop custom reports, forms, and checklists for your staff to fill out, use electronic signatures to confirm each employee’s identity, and submit them back for your review to remain in the loop and ensure compliance.

Manage your facilities with ease

When running a real estate agency, working as a freelance real estate agent, doing an inspection service, or facilities management business, you need full oversight of all your resources at a glance. That’s what real estate software for property management is used for. With it, you can list all the facilities and housing, manage them, and assign tasks related to these facilities to your staff. The main benefits you gain from such solutions are as follows:

• You can flexibly manage each facility or real estate object and input all the information about it using software for real estate management.
• You can assign housing for sale to your employees to distribute responsibilities.

Ensure the safety and performance of your field staff

Real estate shift scheduling software enables you to equip your brokers, agents, inspectors, and field staff with the necessary tools to do great work, including digital safety forms and secure site sign-in and out. Besides, when your staff is in the field, they don’t need to spend time after completing their tasks to draft reports. In the best app for realtors, Shifton, checklists and reports can be completed remotely, from a mobile phone, and even on the go, simplifying the working process.

Improve customer experience

Shifton, as an example of the best planner for real estate agents, offers all the capabilities needed to elevate customer experience due to advanced functionality, including the following built-in tools:

• An automated appointment confirmation and reminders that prevent you from missing appointments.
• Quick replacement scheduling when an agent can’t complete an appointment— enabling you to replace them with another employee to streamline operations and retain customer loyalty.
• Location pairing to get the closest frontline workers to customers promptly and save time and costs on appointments requiring long travel.
• Comment fields to share information from previous jobs and provide instant feedback while your employees are in the field.
• Virtual meeting options to enhance team-building efforts and provide immediate communication with the staff in a single online working space.
• An intelligent job matching and automated staff scheduling based on business priorities to consistently meet SLAs. For instance, enables property valuation companies to rapidly allocate available workers to new jobs to meet tight turnaround times for larger clients.

Consequently, when you shift numerous operations to the online field in real estate scheduling software, you reap multiple benefits from streamlining these processes to the quicker completion of deals, and enhanced customer service.

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

The main benefits of using specialised software for real estate management relate to its helpful essence and the well-designed tools that are integrated into it.

• It enhances efficiency by automating complex and repetitive daily tasks and processes. This further enables you to save time so that you can focus on the bigger picture.
• It allows you to organise, manage, and track critical information and processes on a centralised platform. Moreover, you can share it instantly with your team using cloud technologies.
• It works in favour of your business’s security by offering a secure platform for managing sensitive information, such as tenant details, personal data of sellers, buyers, landlords, their payments, and other vulnerable information. Thanks to its high protection level, the real estate scheduling app and its cloud storage effectively shield against data leaks.
• It equips you with real-time insights, providing a clear overview of all data managed in the system and instant feedback from your workers. This enables you to maintain control of your operations and make informed decisions promptly and thoughtfully.

The days when a paper planner and a calculator were all you needed for successful operation in real estate are long gone. Today, to outpace competitors and secure more clients and profitable deals, you need to be quick, client-oriented, provide agile and informed decisions, and cultivate synergy within your team. All of this can be achieved through high technologies. In 2024, a real estate scheduler is indispensable for agents and agency owners. Furthermore, if this scheduler is as advanced as Shifton, you gain even more benefits and develop an ecosystem that enhances staff communication.