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Open Home Visitor Tracker

Our brand new Open Home Visitor Tracker has just launched – built directly into iDashboard and available for use on any tablet device – not just iPad’s! We’ve spent a lot of time on our new Visitor Tracker, making sure to take great care to introduce a beautifully simple tool with a focus on touch. We also enlisted the help of several agencies to use the new Visitor Tracker live at their open homes over the last three months to capture the details of real life visitors, helping to ensure we were delivering the perfect capture tool. Combined with our online Vendor Reporting tool, the Visitor Tracker is the best way to capture visitor details at your open homes and report their feedback to your vendor in real-time.

Features

Timer and progress bar at the top of the screen, counting down the minutes remaining for the open home.
Quickly add existing contacts as visitors, with search support for name, email and mobile.
Create new contacts, with a “quick create” from search results if the person doesn’t already exist in your contacts database.
Edit your contacts after adding them as visitors, such as adding or updating key contact details and contact categories.
Add your visitors opinions of the property, either Interested, Unknown or Not Interested.
Record notes, with 10 “quick notes” we have created from 10 years of anonymised note data.
Track visitor answers to your own customisable comment or yes/no questions.
Save warnings to make sure you save your existing visitor before loading another visitor.
Send documents you have attached to the property, such as a contract or inspection report.
Multi-agent support, allowing unlimited agents to track visitors on different devices for a single open home, which updates the visitor list for all participating agents.
Tap the property on the visitor screen to get vendor contact details and other key property info, such as the listing search price, land size and building size.
New admin setting to prompt the agent at the start of the open who should automatically be added as the owner when creating a new contact.
Be notified on-screen in real-time of repeat visitors to the same property.
Remove visitors if you accidentally add the wrong person.
New admin setting for “Default Contact Categories” when creating a new contact.

How do I get it?

The new Visitor Tracker is available to all iDashboard users on a full-package subscription. To access the Visitor Tracker simply login to iDashboard and click in the top left corner of the Dashboard screen – no app required!

Before your first open home…

Review your open home questions
These can be found in iDashboard under Admin & Account Settings > Company > Open Home Questions. These questions will appear on all open homes for all agents and are completely optional when adding a visitor to the open home. Questions can have either a comment or yes/no answer.
Practice! Practice! Practice!
We recommend you go into an upcoming open home and practice adding visitors, changing the opinions, answering questions and removing the visitors. Practice makes perfect and it is vital you familiarise yourself with the new Visitor Tracker before you use it at an open home with real visitors.
Make sure your device has internet
Ensure the device you are going to use to record your visitors has a 4G/LTE connection OR test out connecting your device to the hotspot feature of your phone. Make sure your device is not connecting to your office WiFi during your tests.
Carry a spare charger
Make sure you have a spare charger and charging cable for your device that you can dedicate for use at open homes. We recommend getting a 3m-5m charging cable, or better yet get yourself a power bank for portability.
Have a fallback plan
Make sure you have a manual fallback procedure to record your visitors, such as a visitor form or visitor log book. Whether your device runs low on power or an internet connection is not available, you should always have a manual procedure in place ready to go.

Some things to keep in mind…

An internet connection is required
The Visitor Tracker is an online product so you’ll need a WiFi or 4G/LTE connection to access and use it. This can include a tablet with built-in 4G/LTE or connecting your device to the hotspot feature on your phone.
Any tablet device is supported
The Visitor Tracker can be used on any tablet-sized device and up; such as an Apple iPad, Microsoft Surface or Samsung Galaxy Tab, other Android tablet or laptop (a touch-enabled device will give you the best experience).
No more sync
We’ve done away with sync, so your visitor data is stored in iDashboard immediately when you tap save on each visitor, including opinions, notes and questions/answers. Also no more “open to sync” before leaving the office!
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