Agency Central - Training Videos
On this page you will find video demonstrations on all areas of the software. Click on the relevant boxes below to see the a short video demonstration about a specific topic.
Setup & The basics
1. Logging on
Downloading your shortcut
Running the anywhere helper
New features
2. Navigation
Navigation menu
Common buttons
Using filters
3. Initial setup
Adding users
Populate default fields
Setting up emails
4. Adding images
Upload your images
Associating images
Floorplans
5. Diary
Adding appointments
Viewings & follow-ups
Email confirmations
6. Letter templates
Creating a new template
Editing
Emailing
7. Virtual tours
Adding a tour
Live example
Publishing live
8. Data Grids
Hide/show columns
Filter
Export data
Key areas of the system
9. Valuation
Adding a valuation
Win the instruction
History
10. Property
Creating a new record
Descriptions & images
Key features
11. Applicant
Create a new record
Add a solicitor
Requirements
12. Matching
Email match
Generate template
Bulk matching
13. Progression
Offer process
Memorandum of sale
Invoices
14. Reminders
Overview of reminders
'Go to' links
User specific
15. Tasks
Creating a task
Re-occurring tasks
Tasks and the diary
Rentals Management
16. Basics
Adding property/landlord
Link the records
Converting applicant to tenant
17. Tenancy
Initial setup
Tenancy agreement
Rent collection schedule
18. Deposits
Receiving the deposit
Managing the deposit
Returning the deposit
19. Invoice
Setting up the invoice
Applying fees
Printing or emailing the invoice
20. Bills
Adding suppliers
Adding items
Paying bills
Agency Connect
21. Introduction
Login detail
Saving shortcut
User settings
22. Diary
View appointments
Call user directly
Using Google Maps
23. Maintenance
Adding a new job
Select a supplier
Taking a photo