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Extra Data Examples
If you are unsure of what to use Extra Data for, or even if you need to use Extra Data, the best thing to do is to add a few example properties in, work your way through the property form and see what questions and date fields are there already.
If there is anything you need to add you can add it in as Extra Data. Below are a few examples of what you may be using Extra Data for.
Example One
Lets go with an example that you want ask the Vendor Status when you add in a property.
1) Type “Vendor Status” into the Text Column of Dropdown One. I have also ticked that it is “Enabled” and “Add Property”. This means it will ask everyone this question when they add in the property onto Expert Agent.
2) Click on the Edit Items links.
1) I have entered the status items into the box on the Left. I can filter on these at a later date from the Property grid, so I can find all of my Vendors with a status of Hot – No Onward Chain.
2) Each item you add in you need to press Save and then New.
3) Once you have finished select Close.
These items will now be available when you add a property into the system.
You can also see it on the Property Form -> Extra Data tab.
Example Two
Example two is of a text box. Lets say your business does Sales and Lettings, when you mark a Property as Available To Let, a text box will pop up asking for the Sales information.
1) Change the Department Drop Down at the top to the relevant Department.
2) I have typed in "Sales Information" into the text box and select "Enabled" and "Confirm Valuation".
For example, on a Sales property worth £350,000 you might think that it is worth £1000 per calendar month. You can have this information pulling through onto certain letters if you want them.
1) This will then appear on the Confirm a Valuation popup on a Lettings Property, on the Status Tab.
2) Fill the information into the Text Box. This can be merged onto Valuation Follow Up Letters.
Example Three
Example three is of a Date field. So lets say you wanted to make a note of the EPC expiry date. You might have this being asked when you put the property on the Market.
1) This example could be for both departments, if that is the case you would need to do this process twice by choosing the Department Drop Down.
2) Click into the Dates tab.
3) Write the name of the date field into the text box and choose when that appears.
This will then appear on the right hand side of the "On Market" pop up.
Example Four
Example four is of a Number field. This is an example for Lettings and Sales perhaps. If there is a property that has Service Charge, you can have this question being asked when you add the property into the system.
1) Click onto the Numbers tab
2) Type the name of your number field into the text box. I have added (£) into the Text field because the number field will only pick up numbers.
With all of these examples you can keep track of them from the Extra Data tab on the Property form.
Expert Agent Mobile
Mobile Expert Agent Mobile was launched in June 2016.
It is designed to get you out of trouble whilst out of the office by giving you access to important data. You can check your appointments and your tasks. You can look up vendor or applicant details and you can log file notes, send emails and texts. It isn't designed to let you run your businesses on it. If you are serious about working remotely, you need to use a laptop or tablet.
To access Expert Agent Mobile, just point your mobile's Google Chrome browser at:
http://mobile.expertagent.co.uk
Use your normal Expert Agent Login and Password
More Info:
Expert Agent Mobile Intro Video
Expert Agent Mobile Intro Video
Browser Choice
You should use Google Chrome - it will probably work in Apple's Safari but we've not tested it. We have tested it on Windows Mobile which won't run Chrome. The Windows Mobile Edge/Internet Explorer browser seems fine with EA Mobile.
User Names and Logins
Logging into Expert Agent mobile kicks you out of Expert Agent itself so take care!. When you log in, it checks for the total number of subscriptions in use - if you have 5 subscriptions, 5 of you are logged in at the office you won't be able to get into Expert Agent Mobile whilst out and about.
Enhancements and Bugs
To Log an Enhancement or Bug Fix Request on Expert Agent mobile, please click here and fill in the details requested
How Do I Delete A Contact?
Due to the changes in GDPR, you can now delete contacts from Expert Agent if they do not break the Data Retention rules (Data Retention Configuration).
On the Contact Record -> Right Click -> Data Management -> Delete Contact
Please see GDPR Deletions Contacts for more information.
Lettings Bookkeeper Support
Before we launched our Lettings Financial functionality, your support tickets related to "things that should work but wouldn't" and questions that started with "how do I.. ?". That's why we split our support team into the technical specialists who dealt with the former and the ex-estate agent product specialists who dealt with the latter.
Increasingly, though, we were being asked to provide bookkeeping support. Your requests ranged from help with simple mis-postings at one extreme to help with reconciling for ARLA inspections or ROPL-01 reports at the other. It became clear that we needed a separate team to deal with this.
Lettings Bookkeeper Support from our qualified, experienced lettings bookkeepers is £50+VAT per month per branch and that guarantees one hour of one-to-one advice and help in any month. In many cases, the help will be in the form of booked sessions where we share a screen with you and work on the issue together. Simpler issues will be dealt with in the normal way via the support ticket system. Our Bookkeeper Support team prioritise their response based on the priority you give to each ticket logged. They are nice people and don't "clock" each bit of help they give you. So, as long as you've paid for Bookkeeper Support, they'll often go beyond the call of duty. We guarantee an hour but there's a bit of "fair usage" flexibility here.
If you don't want the regular commitment, we can sometimes offer the same service in one hour blocks at £75 per hour - subject to availability.
The test we apply to deciding whether we can provide support for a matter when a customer doesn't have our optional Bookkeeper support is this:
If we're being asked to help with processes and functionality in general terms, we're happy to help without the need for the additional, chargeable Bookkeeper support. So, if you want advice on how to do a bank reconciliation or the best way to process your ARLA or NRL reports, we're happy to help as part of your standard support contract.
Here's an example of the type of ticket we can solve WITHOUT the need for Bookkeeper support:
However, if you want us to look at individual transactions, nominals, ledgers or reports, you'll need help from one of our bookkeepers and that help is only available if you have the optional bookkeeper support.
Here's an example of the type of ticket we can only resolve WITH the agency in question having subscribed to Book Keeper Support.
You can sign up for Bookkeeper support via an email to This email address is being protected from spambots. You need JavaScript enabled to view it. or put your request in a support ticket. We'll just start to bill your direct debit in the usual way.
If you have any queries, please call our customer service team on 01225 303500 option 2.
Tel: 01225 303500 | Email: account.managers@webskyltd.com
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