AgentOS is one of the letting and estate agent software products with a smart look and features, built by agents for agents. Connect your agentOS account to TouchRight for a fully integrated solution and share property and appointment data at the push of a button, meaning that no no double data entry is required.
Property, landlord, tenant and appointment information will flow from agentOS into TouchRight, without the need to duplicate information.
Links to final reports will automatically be stored against the property in agentOS.
Once connected, use your agentOS diary to schedule your appointments, making sure to select the appointment types that you specified in TouchRight.
Then go to your TouchRight dashboard and click on Properties > Appointments then ‘Sync with Back Office Provider’
All appointments for the next 7 days will be synced, and the property/tenant/landlord records will be created in TouchRight automatically
Then simply edit the ‘provisional’ appointments and select the Report Type and Template
The appointments are now ready to be synced to the app, or converted into a report
If you have added any properties manually in TouchRight, then those properties can be 'matched' with agentOS to avoid duplicates - please click the 'Match Properties' button in the Properties screen, to start this process. Properties will either be listed as:
Unmatched - click the pencil icon to find an agentOS property to match to. This should be done on any 'unmatched' properties, before clicking the 'Confirm' button.
Partially Matched - this means that a suggested match has been made - if the suggestion looks correct them click the 'Confirm' button.
Already Matched - nothing needs to be done, as these properties have successfully matched.
You can download our handy PDF guides here: