Eagle Software

Watch the video for an explanation on how to log inspection attendees through the Eagle CRM mobile app.

*Tip* Tap on an attendee in the Attendee tab to update their details or add notes

Note: You can download the mobile app on your phone (available on <a href="https://itunes.apple.com/us/app/eagle-crm/id1428278174" rel="nofollow noopener noreferrer" target="_blank">Apple iOS</a> and <a href="https://play.google.com/store/apps/details?id=au.com.eaglesoftware.crm" rel="nofollow noopener noreferrer" target="_blank">Android</a>). Log in with your Eagle user account.

Open the mobile menu, then tap into Inspections

Use the Mine/For Sale/For Rent tabs to find the open home time you are looking for

Contacts that have pre-registered or enquired on the property will show up underneath the search form so you can tap Check In to log them in quickly

Use the search box to find the person in your database, if they're not already in your database use the create contact button to create and check in the contact in one action.

After checking in a contact, you can tap Edit to add notes, set interest level, record a tenant rating (for rentals) or add contract status and price feedback (for sales).

After adding attendees, tap on the Attendees tab to see all attendees

Swipe left or right to rate the interest level of attendees

Tap on an attendee to update their details or change their notes

Use the Send Documents button to email all interested contacts with property documents

Tap on the Owner/s tab to send out an owner report or easily call, SMS or email to give an update after the inspection

1. Open the mobile menu, then tap into Inspections 
2. Use the Mine/For Sale/For Rent tabs to find the open home time you are looking for
3. Contacts that have pre-registered or enquired on the property will show up underneath the search form so you can tap Check In to log them in quickly
4. Use the search box to find the person in your database, if they're not already in your database use the create contact button to create and check in the contact in one action.
5. After checking in a contact, you can tap Edit to add notes, set interest level, record a tenant rating (for rentals) or add contract status and price feedback (for sales).
6. After adding attendees, tap on the Attendees tab to see all attendees
7. Swipe left or right to rate the interest level of attendees
8. Tap on an attendee to update their details or change their notes
9. Use the Send Documents button to email all interested contacts with property documents
10. Tap on the Owner/s tab to send out an owner report or easily call, SMS or email to give an update after the inspection

How to log an inspection attendee