Client & Agent Experience
The people on the job can see the job.
You decide who is on it.
The buyer, the seller, whichever agent brought you the work, and anybody else the transaction takes. They follow their own inspection without ringing your office, and your team sets who they are.
Representative
Booking for a client
- Choose the property and servicesAsked of them
- Pick a timeAsked of them
- Sign the agreementNot askedThat is the client's to sign
Customer
Booking their own property
- Choose the property and servicesAsked of them
- Pick a timeAsked of them
- Sign the agreementAsked of themTheir inspection, their signature
What the agent opens
Their clients’ inspections and their own, across the companies they work with, with the stage each one is at and what has happened on it.
Their clients’ inspections
- 412 Ridgeway DrErin SalasHome inspection, radonScheduled
- 1120 Ferncliff DrTracy MullenHome inspectionIn progress
- 88 Halloway CtLayla SandersHome inspection, sewer scopeComplete
Their own
- 3407 Blythe LnTheir own propertyHome inspectionComplete
Recent activity
- Report sentToday, 4:12 PM
- Invoice paidToday, 9:30 AM
- Invoice createdYesterday, 6:04 PM
- Inspection bookedMon, 9:14 PM
Nothing on that screen came from your office. The status questions that used to arrive by phone are answered before they are asked.
Who is on this inspection, and who decides
A job can come from either side of a sale. Whoever asked for it and whoever they act for are on the record, and everything after that is a decision your team makes in the app.
- Whoever asked for the inspectionA buyer's agent, a listing agent, or the client themselvesOn the record from the moment they book, with access to the appointment in their own portalOn by default
- The person they are acting forThe buyer, or the sellerOn the record too, because it is their inspectionOn by default
- The agent on the other sideWhichever side did not book itNot on this job unless you put them on it, which is a decision rather than an oversightNot on this job
- Anybody else the job needsA relocation company, a property manager, a second buyerOn the record when your office adds them, and off it when you sayYour call
Who is on it
Add somebody to one inspection or take them off it, from the app. The change is to that job and not to a person's account.
What they get
Access is to this inspection's information, so somebody added for one job does not inherit the rest of your work.
When it changes
A transaction changes shape. Whoever should be looking at a job today is a decision you make today rather than one you made at booking.
None of this depends on somebody remembering it. A job knows who is on it, and your team changes that from the app whenever the transaction changes shape.
What each of them sees
One worked example, a purchase booked from the buyer’s side. Swap who booked it and the same rule gives you a different set of names.
- Where the job standsErinYesAlecYesAnyone elseNo
- Date, time and who is comingErinYesAlecYesAnyone elseNo
- The agreement, and whether it is signedErinYesAlecYesAnyone elseNo
- The invoice, and a copy to downloadErinYesAlecYesAnyone elseNo
- The reportAvailable to download once the agreement is signed and the invoice is settledErinHeldAlecHeldAnyone elseNo
A portal does not replace the relationship. An agent who wants to talk to you will still ring, and that call is usually worth having. This removes the ones that were only ever a status check.
Common questions
Does the office still have to send anything?
The report and the invoice arrive on their own. What the office sends is the things that need a person: a note about access, a change of time, an answer to something nobody could have looked up.
Can a listing agent book an inspection?
Yes, for their seller, and then they are the agent on that job with access to it in their own portal. Which side the work comes from does not change how any of this behaves.
What does an agent see on a job they are not on?
Nothing. They see the inspections where they are on the record, and their own. Working at the same brokerage as somebody does not put them on that person's job.
Who is asked to sign when an agent books?
The client, when the agent is booking for them, because the agreement is the client's to sign. The agent, when the property is their own. Same flow, and the step behaves differently because the role did.
Can we put somebody unusual on an inspection?
A relocation company, a property manager, a second buyer. Your office puts them on the job and takes them off it, and what they get is that inspection rather than the run of your work. Bring the arrangement to the call and we will show you it.
Can access be taken away?
Yes. Access to an inspection is granted and restricted per job, so somebody added by mistake is removed rather than argued about.
What if the client and the agent disagree about who signed?
The agreement carries who signed it and when, on the same record both of them are looking at. There is nothing to reconstruct from an inbox.
Do agents need an account?
They reach their own inspections without one of your team setting anything up per job. Exactly how they are recognised is worth walking through on the call, because it depends on how your office adds them.
What does the client see before the report is released?
That it exists and is waiting on them. The agreement and the invoice are both on the same screen, so the thing blocking it and the way to unblock it are in the same place.
Show us who needs to see what
The stakeholder arrangement you find hardest to explain to a new hire. The seller’s agent who should not see the invoice, the relocation company, the second buyer. We will show you what each of them gets.
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