Property Card Customization
The property card shows details about the property on the survey home page and show cases a summary of each property. You have the ability to control what data shows on this card to assist your client in seeing the pertinent information quickly and without too many clicks.
Each property card will show the following:
The name of the property and address will appear over the property photo
Up votes, down votes as well as comments from client interactions
The rate and square footage of the Space will populate on the card (or a range of rates and sizes of all the visible spaces on the property)
The monthly cost will be generated and automatically show when you create a new survey. There is a setting under Survey Settings to not show the monthly cost on the property card if you'd prefer
Under survey settings, you can add the info icon that will show the Space data broken out
Choose to display features or amenities here on the card to customize your card. Communicate the more impactful information to your clients in a quick and easy manor.
To customize your card, click the "More" button on the right, indicated by the three dots.
Display Features
Customize the Property card by selecting "Display Features". Here you will be able to select which features and amenities you'd like to display on the property card. You can click "Apply to all Property cards" at the bottom. If the feature or amenities exists on that property, then it will display on the property card.
Internal Notes
To add customize your card by adding private notes, click "internal notes". Here you can type out information regarding a contact, listing broker, or any tour details that you do not want your client to be able to see.
Note: to generate a PDF that will be a "Broker Version" PDF, you can toggle a setting on under the Modern Template, under Property Page, to include Internal Notes on the property page of the Tour Book. You can give this version of your tour book a customized title like "Broker Version". This will enable you to have these details in the PDF for the actual Tour.
Broker Notes
To add customized comments or notes for your client to see, click "Add Notes". These are also referred to as Broker Notes. This will enable you to customize your commentary to your client by filling in this field.
Map Icon
Override the number pin on the map with an image by selecting Map Icon. This will allow you to add a jpg or png to replace the Number pin on the Map.
Property Status
Customize how you'd like to display Verified, unverified data to your clients by selecting Status. Here you can choose to show your property as Verified, Unverified. This will be indicated by a blue check mark for Verified and a gray question mark for Unverified. In this view, you will also have the ability to Hide a building. This feature is useful for Properties that have been eliminated from the survey. You can keep all the property data on the survey, but mark its status as Hidden. It gray it out on the broker view, but completely hide it on the client view (as well as the PDF).
To learn how to add the Property Group color banner at the top of the Property card, click here.