Property Showing and Tour Scheduling Workflow

Начало на работния поток/процеса.

Create a new entry in the 'Showing Requests' data model when a potential buyer expresses interest.

Retrieve property information (address, availability, features) from the 'Properties' data model based on the request.

Add a 15-minute buffer to the scheduled tour end time to account for travel between properties.

Create a task for the assigned Real Estate Agent to prepare the property for the showing.

Create a task containing a checklist for cleaning, lighting, and lockbox verification.

Update the 'Properties' data model to mark the property as 'Under Showing' during the scheduled window.

Send an email to the prospective buyer with the date, time, and meeting instructions.

Send a text message to the agent with the tour address and client contact details.

Check the 'Agent Availability' data model to ensure no conflicts exist for the requested time.

Create a task for the agent to collect feedback from the client immediately after the tour.

Update the 'Showing Requests' entry with the client's notes and interest level after the tour.

Aggregate the number of completed showing entries to provide a weekly volume summary for the manager.

Create a report summarizing all completed tours, feedback scores, and conversion rates for the week.

Delete the 'Showing Request' entry if the tour is cancelled by the client to keep the dashboard clean.

Край на работния поток/процеса.