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Android App - Open Home / Private Inspection Check-in Process

  • Updated

The Vault app is the perfect way to record your open home attendees or private viewings. This ensures you capture your inspection data for vendor reporting and further use.

Contents: 

Open Home Check-in Process

Adding a Scheduled Viewing and Check-in Process

If you would like to utilise the automatic SMS/Email function, please ensure this is set before checking in attendees by following the steps provided under Setting up Automatic Message

 

Additional information 

Creating a Scheduled Viewing 

You can schedule a viewing via the calendar widget, by following the below steps. 

1. Navigate to the Dashboard 

2. Tap on the plus (+) symbol above the calendar widget > tap Scheduled Viewing tab

3. You can toggle viewing confirmation, set start/end times, attach contacts, search for the property, and share the viewing with other users

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4. Once completed, you can tap Save to add the scheduled viewing

You can also create a scheduled viewing from within the property > tap Check In & Add Feedback > Tap the three dots in the top right-hand corner > Scheduled viewings.

Check In Scheduled Viewing Process

1. Navigate to a property > Check In & Add Feedback

2. Tap into the Calendar

3. Tap into the scheduled viewing attendee > Check In / Add Feedback

4. Once here we are then able to modify the attendee's details, add owner feedback, and further buyer information

5. Click Save to check in the attendee

Adding Open Homes

We can add further open inspection dates/times via the Open Homes widget. This can be done by following the below steps:

1. Navigate to the Dashboard 

2. Tap on the plus (+) symbol above the Open Home widget

3. You can select the property, set the start time/duration, update the primary agent, add secondary agents, and toggle to add the open home to your phone calendar

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3. Once completed, tap Save to add the open home

You can also edit existing Open Homes, by tapping on the edit (Pencil) symbol next to the Open Home showing in the widget.

Kiosk Mode & QR Code Check-in Process

We provide the option to set up Kiosk Mode or produce a QR Code for a contactless check-in process. This can be done via the below steps:

Kiosk Mode Check-in

1. Tap into the property that you are conducting the open home for 

2. Select Kiosk Mode

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3. This will then place the device in Kiosk Mode, to which the open home attendees may check themselves in by following the steps provided

You can also place your device in kiosk mode from within the property > tap Check In & Add Feedback > Tap the three dots in the top right-hand corner > Kiosk mode. 

TIP: We recommend locking your device so attendees cannot navigate within it. This can be done by activating Guided Access, as shown in the below steps.

1. Open the Vault App and tap Settings (top-left corner of the dashboard)

2. Tap Owner Feedback & Kiosk

3. Toggle Pinned Kiosk Mode Screen to on

When entering kiosk mode from a property, the screen will automatically lock. To unlock it, touch and hold the recents and back buttons at the same time. Your device will then lock, and you can easily unlock it and exit kiosk mode.

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QR Code Check-in

1. Tap into the property that you are conducting the open home for

2. Tap Check In & Add Feedback

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3. Tap the three dots in the top right-hand corner > Show QR code

4. This will then bring up the QR Code for the property, to which the open home attendees may check themselves in by scanning the QR Code and providing their details

You can also print a QR Code from the web version of Vault by going to the listing > Other or Open Homes tab > Print QR Check-In. The same QR Code can be used for the entire listing campaign, so it's not needed for each open home.

QR Code check-ins don't scan for duplicates and are added to your enquiry/holding area. They must be processed before appearing in your database or owner feedback report. Automatic SMS or email notifications won't be sent until the check-in is processed.

Processing enquries in the Holding Area

Once a contact has been checked-in via the QR code, you can process their check-in from the Holding Area widget. This can be done by following the below steps: 

1. Navigate into the Holding Area widget on your Dashboard or if you are currently in the property, tap Website Enquiries & Holding Area

2. Tap into the client record > tap Check In / Add Feedback 

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3. Once here, you can check for potential duplicates and add further details if required

4. When completed, tap Save to process the enquiry - This will then populate the enquiry/contact against the listing

You can click on Process Enquiry to automatically process the enquiry without checking for potential duplicates/adding further details or you can choose to Ignore Enquiry to remove the enquiry altogether.

Setting up Automatic Message

You can set up an automatic SMS or Email to be sent to the inspection attendee at the time they are checked in. This can be set up by following the below steps:

1. Navigate into the property

2. Tap Check In & Add Feedback > Tap into the speech bubble > Set automatic message 

3. You can enable automatic SMS or email by selecting the dropdown, then create a new message or choose an existing template

Once set up, the applied (SMS or Email) template will become the default for ALL inspections conducted on the device moving forward - Template merge fields are therefore recommended. The configuration can be modified or deactivated at any time.

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4. Once you are happy with your automatic response, you can toggle to send through MRI Vault CRM or leave it untoggled to send via your mobile device

If sending an SMS response via MRI Vault CRM is toggled, each SMS/TXT sent will incur a charge.

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