Actions

Main Page: Difference between revisions

From Standout Property Manager Wiki Help

No edit summary
 
(4 intermediate revisions by 3 users not shown)
Line 1: Line 1:
__NOTOC__
= Standout Property Manager Help =
= Standout Property Manager Help =


Welcome to the Standout Property Manager knowledge base.
Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work and the current Standout interface.


This help system is organised around the jobs an estate or lettings team needs to complete, rather than simply describing every button on each screen. If you are trying to work out ''what to do next'', start with the workflow that matches the job in front of you.
{| class="wikitable" style="width:100%;"
 
'''New to Standout?''' Start with '''[[Standout - Quick Start|Standout Quick Start]]''' and '''[[Daily Negotiator Workflow|Daily Negotiator Workflow]]'''.
 
== Sales workflows ==
{| class="wikitable" style="width:100%"
! I need to...
! Guide
|-
| Register a buyer or applicant
| [[Registering a New Applicant]]
|-
| Record what they are looking for and find matches
| [[Managing Applicant Requirements and Matching]]
|-
|-
| Arrange a viewing
! style="width:25%;" | Start here
| [[Booking and Managing Viewings]]
! style="width:25%;" | Property & marketing
! style="width:25%;" | Communications & customers
! style="width:25%;" | Management & administration
|-
|-
| Record feedback after a viewing
| [[Quick Start]]<br />[[Daily Workflow]]<br />[[Dashboard]]<br />[[Diary]]<br />[[Tasks]]
| [[Recording Viewing Feedback]]
| [[Property Overview]]<br />[[Property Marketing Readiness]]<br />[[AI Data Quality]]<br />[[Feeds and Portals]]<br />[[Sales Progression]]
|-
| [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]]<br />[[Contacts Overview]]<br />[[Opportunity Finder]]
| Take a valuation enquiry through to instruction
| [[Reports Centre]]<br />[[Administration]]<br />[[Release and Version Information]]
| [[Sales Valuation to Instruction]]
|-
| Prepare and launch a property to market
| [[Marketing a Property]]
|-
| Record, negotiate and accept an offer
| [[Recording and Negotiating Offers]]
|-
| Manage a sale from offer accepted to completion
| [[Sales Progression to Completion]]
|}
|}


== Lettings workflows ==
== Current Standout highlights ==
{| class="wikitable" style="width:100%"
 
! I need to...
Standout now combines the CRM, property workflow, portal distribution, inbound communications, Customer Portal and reporting in one system. Important recent additions include:
! Guide
 
|-
* the redesigned property header and '''Marketing readiness''' checks;
| Take on a new rental property
* [[AI Data Quality]] with factual checks, AI review, safe copy Auto Fix and a 30-day trial for agencies that have not enabled AI billing;
| [[Adding a new Rental Property]]
* portal diagnostics and faster portal activity screens;
|-
* the unified [[Communications Centre]] for portal, website and Customer Portal conversations;
| Create and start a tenancy
* property-level [[Sales Progression]] health, next actions, blockers and target dates;
| [[Creating and Starting a Tenancy]]
* the modern [[Reports Centre]] and Communications Centre usage reporting;
|-
* secure support access, clearer version/session information and tighter impersonation controls.
| Check certificates, inspections and compliance
| [[Rental Compliance and Inspections]]
|-
| Record and manage maintenance
| [[Managing Repairs and Maintenance]]
|-
| Chase overdue rent
| [[Chase Outstanding Rent]]
|-
| See all current tenants and balances
| [[Tenant List]]
|}


== Customer service and prospecting ==
For the latest changes see [[Recent Changes - September 2026]].
{| class="wikitable" style="width:100%"
! Area
! Guide
|-
| Give customers secure self-service access
| [[Using the Customer Portal]]
|-
| Full Customer Portal feature reference
| [[Customer Portal]]
|-
| Find lapsed, dormant and property-to-sell opportunities
| [[Opportunity Finder]]
|-
| Carry out Landmark AML checks
| [[Landmark Anti Money Laundering Checking]]
|}


== Everyday tools ==
== Property and marketing ==
* [[The Dashboard|Dashboard]]: what needs your attention today.
* [[Property Overview]]
* [[Diary Overview|Diary]]: appointments, valuations, viewings and staff availability.
* [[Sales Property]]
* [[Task List|Tasks]]: follow-ups that must not be forgotten.
* [[Rental Property]]
* [[Contacts Overview|Contacts]]: the customer record and how it connects to everything else.
* [[Property Marketing Readiness]]
* [[Property Overview|Property]]: the live record for a sales property.
* [[AI Data Quality]]
* [[Rental Property Overview|Rental Property]]: tenancy, compliance, maintenance and finance.
* [[Marketing a Property]]
* [[Telephone wizard|Telephone Wizard]]: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.
* [[Feeds and Portals]]
* [[Sales Progression]]


== How to use these guides ==
== Communications and enquiries ==
Most workflow articles follow the same pattern:
* [[Communications Centre]]
* [[Inbound Enquiries]]
* [[Website Enquiry API]]
* [[OnTheMarket Inbound Enquiries]]
* [[Zoopla Leads API]]
* [[Homeflow Inbound Enquiries]]
* [[Customer Portal]]


* '''Before you start''' - the information you should have to hand.
== Reporting and administration ==
* '''How to do it''' - the practical sequence in Standout.
* [[Reports Centre]]
* '''What Standout does next''' - automatic activity, status changes or notifications to expect.
* [[Communications Centre Usage]]
* '''Things to check''' - common omissions that cause problems later.
* [[Administration]]
* '''Next step''' - where the process normally goes after this job is complete.
* [[Support Access and Security]]
* [[Meta Facebook Property Catalogue]]
* [[GDPR]]


For technical support, email '''support@issl.co.uk'''.
[[Category:Standout Property Manager]]
[[File:StandoutLogin.png|center|thumb|Standout Property Manager]]

Latest revision as of 13:28, 16 September 2026

Standout Property Manager Help

Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work and the current Standout interface.

Start here Property & marketing Communications & customers Management & administration
Quick Start
Daily Workflow
Dashboard
Diary
Tasks 		Property Overview
Property Marketing Readiness
AI Data Quality
Feeds and Portals
Sales Progression 		Communications Centre
Inbound Enquiries
Customer Portal
Contacts Overview
Opportunity Finder 		Reports Centre
Administration
Release and Version Information

Current Standout highlights

Standout now combines the CRM, property workflow, portal distribution, inbound communications, Customer Portal and reporting in one system. Important recent additions include:

  • the redesigned property header and Marketing readiness checks;
  • AI Data Quality with factual checks, AI review, safe copy Auto Fix and a 30-day trial for agencies that have not enabled AI billing;
  • portal diagnostics and faster portal activity screens;
  • the unified Communications Centre for portal, website and Customer Portal conversations;
  • property-level Sales Progression health, next actions, blockers and target dates;
  • the modern Reports Centre and Communications Centre usage reporting;
  • secure support access, clearer version/session information and tighter impersonation controls.

For the latest changes see Recent Changes - September 2026.

Property and marketing

Communications and enquiries

Reporting and administration

Retrieved from "https://standout-wiki.issl.co.uk/index.php?title=Main_Page&oldid=821"