PROPERTY SHOWING AND TOUR SCHEDULING WORKFLOW Created by ChecklistGuro (https://checklistguro.com) [ ] Create Showing Request: Create a new entry in the 'Showing Requests' data model when a potential buyer expresses interest. [ ] Fetch Property Details: Retrieve property information (address, availability, features) from the 'Properties' data model based on the request. [ ] Calculate Buffer Time: Add a 15-minute buffer to the scheduled tour end time to account for travel between properties. [ ] Assign Agent to Tour: Create a task for the assigned Real Estate Agent to prepare the property for the showing. [ ] Property Preparation Checklist: Create a task containing a checklist for cleaning, lighting, and lockbox verification. [ ] Update Property Status: Update the 'Properties' data model to mark the property as 'Under Showing' during the scheduled window. [ ] Send Confirmation to Client: Send an email to the prospective buyer with the date, time, and meeting instructions. [ ] Notify Agent via SMS: Send a text message to the agent with the tour address and client contact details. [ ] Retrieve Agent Schedule: Check the 'Agent Availability' data model to ensure no conflicts exist for the requested time. [ ] Post-Tour Feedback Task: Create a task for the agent to collect feedback from the client immediately after the tour. [ ] Log Tour Feedback: Update the 'Showing Requests' entry with the client's notes and interest level after the tour. [ ] Calculate Total Weekly Tours: Aggregate the number of completed showing entries to provide a weekly volume summary for the manager. [ ] Generate Weekly Showing Report: Create a report summarizing all completed tours, feedback scores, and conversion rates for the week. [ ] Cleanup Cancelled Requests: Delete the 'Showing Request' entry if the tour is cancelled by the client to keep the dashboard clean. --- END OF TEMPLATE --- Transform this text into a digital, automated, and trackable mobile app! Visit: https://checklistguro.com/workflow-templates/real-estate/property-showing-and-tour-scheduling-workflow (Click "Install Template" to launch your digital inspection tool immediately)