1. Organise your properties
Set the status of the properties via the list view:
Or via the board view:
You can also update the order properties appear on the schedule by dragging and dropping via the board view:
2. Fill-in missing information
Scan down the financials column to see what information is missing
👉 Hint: low 'Estimated totals' usually indicates some missing financial information
If you need to add missing details, click to open the property and add the information to the panel below:
These will then appear every time you export this client's report.
👉 Tip: you can override quoted rents, if for example you find out that they'd accept a lower rent, in the same way you can add it if the information was missing.
3. Add report comments
Report comments appear when you export the properties for your client.
They enable you to add a narrative on top of the property, for example "This provides you great flexible space and location but does come in about £1k/m over budget".
