How can you use the Map and Calendar features to help assign appraisals? | Admins
Save yourself and the appraisers on your team lots of time by using these tools to schedule appointments and inspections!
The Map
The Dashboard Map View is a great resource when it comes to scheduling appointments and assigning appraisers to orders. Instead of aimlessly setting up inspections and appointments for your appraisers, use the map view to:
- Easily see which appraisals require appointments.
- See if an appraiser already has an appointment in an area near a property that you’re scheduling an appointment for.
- Cut down on driving distance by scheduling appointments based off the location.
- Look for trends regarding where appraisal requests are coming from.
- Ultimately save your appraisers time and allow them to complete more appraisals efficiently!
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Example
As an Admin, I go to the Map view and use the Appraiser filter to see all the orders that are currently assigned to Brenda Smith in this area.
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By using the Unscheduled filter I can see there is an appraisal assigned to Brenda that still needs an appointment date set on Geary Blvd, San Francisco.
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Now that I know Brenda has an unscheduled appointment in this area, I will zoom in a bit on the map and remove the Unscheduled filter. This way I can see if there are any other scheduled appointments nearby, so I can save Brenda from having to drive to the same area on different days.
There are 2 scheduled appointments very close to the unscheduled order on Geary Blvd. Clicking on either of the pins will reveal the Quick View panel, so I can see when the appointments are scheduled.
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450 Fell Street is scheduled for October 28th at 10:30am, and 5 Franklin Street is scheduled for October 28th at 3pm. This is perfect! I can schedule the appointment on Geary Blvd right between Brenda’s other appointments that day.
Once the appointment has been scheduled, I can go to the Calendar and use the Week or Grid:Week view to see the 3 appointments assigned to Brenda, in this area, on October 28th.
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Calendar
The Calendar is particularly useful if you’re an Admin that manages a team of appraisers, but even if you only have 1 appraiser to manage, having an organized layout simplifies the scheduling process.
Using the Anow Calendar to schedule appointments will save you a ton of time; you can easily drag and drop any unscheduled appointments directly from the right side of the screen over to the day on the calendar.
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There are also different calendar views available that give you more freedom to manage your team the way you find works best for you.
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