Home and schedule

Home opens your personal dashboard for the current branch. Use Create new to start a listing, contact, reminder, or appointment in that branch.

Counters

Five counters link to your lists:

• Scheduled events: your upcoming events, as well as calendar view.
• Tracked contacts and Tracked listings: the contacts and listings you are responsible for that have Track contact or Track listing turned on.
• Pending leads: leads waiting to be converted or deleted.
• Open reminders: reminders assigned to you that are not complete.

Schedule

The Schedule has four views.

List shows the next 10 days:

• Appointments you attend.
• Viewings and listing milestones (instruction, agreement, exchange, and completion dates) for listings you are responsible for.
• Alerts assigned to you.
• Contacts you are responsible for whose Follow-up date falls in that window.

Day, Week, and Month lay out appointments, viewings, alerts, and listing milestones on a calendar. Select an item to open its record.

Reminders and inspections are not in the schedule. Reminders have their own Open reminders list, and inspections appear in the Portfolio report.

Which branch Home covers

Home and its lists cover the current branch only, for every role including Directors, and each list shows the record’s branch name. Switching branch in the header keeps you on the same list. Your calendar feed covers every branch you have access to.

Your calendar on Home is laid out in your device’s time zone, unlike the rest of AvaroAI, which uses each branch’s time zone.