Introducing AutoPilot Express; Send AutoPilots Without Logging In!

August 27, 2013 — Happybodyfood

Today we are announcing AutoPilot Express.  It is one of the most significant features in the history of Relocation Specialist!  ReloSpec can now send your AutoPilots for you even if you have not logged in.  Do you have AutoPilot emails that need to be sent on the weekend or on days that you’re not working?  How would you like to have them sent for you automatically?

Imagine the time this will save you!  You can schedule update requests from agents or even schedule reports to be sent to your agents or managers, then have AutoPilot Express send them on the date they’re due.

How does this feature work?  We’ll add your name and other details to the AutoPilot Express Users page.  AutoPilot Express looks up the names on the list and runs the AutoPilots for each individual.  The process is repeated every hour throughout the day.  Let us know if you want to get a confirmation email each time the AutoPilots are sent.  The email will have your UserName and the total number of AutoPilots processed in the last hour.  (The default setting is to NOT get an email each hour.)

How do I get started?  Just let us know you want to use AutoPilot Express, and we’ll get it set up.  We’ll need your Database Name and name(s) of the User(s) who want this service turned on for them.  Just send an email to info@prosws.com and ask for AutoPilot Express.

How much does this cost?  It’s FREE!!!  We want everyone who wants this exciting feature to be able to use it without paying more to get it.  Just let us know and we’ll set you up!

Posted in 411, AutoPilot, Reports, System, Tickler, Uncategorized. 1 Comment »

June & July Web Seminars Are Available

June 3, 2013 — Happybodyfood

Invest just 30 minutes now, then save tons of time later!  The ReloSpec Web Seminars are a great way to learn about great features in a short amount of time.  And, the updated schedule includes a couple new Seminars.

The Thursday, June 6th Seminar is about the new Agent Access feature announced last week.  Learn how to create IDs/Passwords for your Agents to provide them with Read-Only access to records you assign to them.  Allow them to provide updates, read “Public” Notes and submit new outgoing referrals!  The Seminar and the new feature is FREE!

The Tuesday, June 11th Seminar is about the new ‘Scheduled Reports’ feature.  (Announcement to be blogged here tomorrow!)  Learn how to schedule which reports you want sent to whom and when, then let AutoPilot do the work for you!  Again, the Seminar and the new feature is FREE!

Check out all the Web Seminars by clicking here and register for as many as you like.

Posted in 411, ActionPlans, AutoPilot, Communicating with your Agents, Managing your Users, Reports, Tickler, Tips & Tricks, ToDo Page. Leave a Comment »

New ReloSpec Features – Something For Everyone!

May 10, 2013 — Happybodyfood

 

Today we’re happy to announce many new features that are available today, or will be available very soon.  And, there is NO CHARGE for the licensing of any of these features.  Enjoy!

Reports, Reports, Reports

You have been telling us what you want and we have been listening!  We admit there are too many ReloSpec reports, but you aren’t expected to use them all.  You should just use the ones you’ll call your ‘Favorites’.  How do you find your ‘Favorite’ reports?  That’s where we can help!  As a free service, you just let us know what you’re looking for and we’ll provide you with an updated short list of reports that meet your needs.  No more searching, trying and viewing endless reports to find what you need.

Better yet, if you have a report you’re producing now and want ReloSpec to do the work for you, just email us a copy of the report(s) and we’ll match it with your new ReloSpec ‘Favorite’.

Use the ReloSpec ‘Help Desk’ to submit your request and we’ll help you find the report(s) that will save time and effort!

A Possible New Favorite Report?

What’s one more ReloSpec report, right?  But wait.  This one is special.  You may already know about the ‘Scorecard – Agent’ reports.  There are now 6 versions and the latest may be the best.  Click the REPORTS link, browse to ‘Scorecard – Agent 6’ and open the report.  In one concise report you’ll know totals for Incoming vs. Outgoing, Est Close Dates and Amounts, Dead records with the Dead Reason, % Closed, % Returned Surveys and Agent Generated info!  What a great report!  Soon there will be a variation of this report for ‘Scorecard – Offices’ that uses similar results for Offices instead of Agents.

Let us help you with all your ReloSpec reporting needs!

AutoPilot and Responses Pages Are More User-Friendly

Beginning today when you filter records in your AutoPilot or your Responses pages you can ‘Process’ individual records and the filtered records will remain in the grid.  This allows you to select the records you want, ‘Process’ records one at a time and not have to re-filter the records to process the next one(s).  This makes it much easier to select records and process only the ones you want without interruption.  Nice!!!

Goals For Agents And Offices Coming Soon

Coming soon you’ll be able to enter specific goals for Agents and for your Office(s), and then be able to report on percent accomplishment of the goal.  Proposed Goals for Agents include: % Closed, # of Outgoing, # Surveys Returned, Survey Ratings, # of Agent Generated referrals and % of BMA Variance.  You’ll be able to enter the fields in the Agents table then run specific reports to view Current Status.  If you have specific suggestions for use of the Goals and the Reports needed, please let a member of the ReloSpec Team know.

Agent Access is Available for FREE!

Do you have agents who want to login and view records assigned to them?  Or, perhaps they don’t want to wait for the Update Request to be emailed before they provide an update?  Now you can assign an ID/Password for your agents to use that will allow them Read-Only access to ONLY the records assigned to them.  They may View the records, provide Updates that go directly to your Responses page, run reports on their performance and Submit New Referrals that go directly to the ReloSpec Import table.

One of the reports will include their performance as compared to their Goals you entered for them in the Agents table in a concise format.  You’ll be able to enable or disable as many agents as you like.  You will control their access and what they’ll see.  Watch for the Training Video coming soon.  This option is scheduled for release by the end of May 2013.  The license for Agent Access is free, but on your Annual Maintenance you’ll be charged $10/year for each agent using the service.  Quantity discounts may be available for more than 30 agents.

 

 

Posted in 411, AutoPilot, Forms, Referral List Page, Reports, System, Tips & Tricks. Leave a Comment »

Why Pay Thousands To Get What You Already Have?

March 14, 2013 — Happybodyfood
ReloSpec is already very economical but it probably does so much more than you know!  Following are a few features you may not be aware of, but when used can save you time and money!  (Click the links to view a short video on the selected feature.)
And, except for the Cartus Broker Center IMPORT feature, everything else is already in the database and is FREE!!!
  • Automatic Action Plans (add AutoPilots and other tasks in one click when the Action Plan name matches the Referral Type)
  • Agent Access (Agents have Read-Only access to the records assigned to them.  They can provide updates and run their own reports.)
  • Manager Access (Managers have Read-Only access to the records assigned to their office.  They can provide updates and run their own reports.)
  • Mobile Access (Run ReloSpec with pages formatted specifically for use with your smart phone or tablet.)
  • Referral Submit Form (Use links on your company website or email signature or emailed forms to allow agents and contacts to submit referrals into your database.)
  • AutoPilot Reports (NEW!  Tired of generating your own reports, then emailing them others?  Have AutoPilot regularly send emails with a link to the report(s) of your choice.  What could be easier?)
  • AutoAssign/AutoAccept  (Use ‘AutoAssign’ Action Plan to send assignment to the agent.  Upon accepting the assignment the tasks associated with the Action Plan ‘AutoAccept’ are run immediately; without being logged in!)
  • Broker Center IMPORT feature  (Optional $690 per year feature that imports records directly from Cartus Broker Center in 2-3 clicks.  Call for demo and ask about a 30-day FREE trial.)

Let us know if we can help you take advantage of the features you already have!  Either call or submit a Help Desk request and we’ll be there to help you save more time!

The ReloSpec Team

Posted in 411, ActionPlans, AutoPilot, Broker Center Import Feature, Cartus, Common Questions, Forms, Referral List Page, Reports. 1 Comment »

Agent Access Now Available; During March first 5 Licenses FREE

March 5, 2013 — Happybodyfood

The Agent Access option is now available and during March 2013 your first 5 licenses are FREE.  (Annual Maintenance costs will still apply.)

This exciting option allows your agents to login and have Read-Only access to the records assigned to them.  They may view the Referral records, Notes (that are marked “Public”) and Closing information.  Agents view their records, click the ‘Send Update’ button and the AutoUpdate page opens.  They complete the fields, SUBMIT the form and the results go right into your Responses table.  The advantage is that the agent may select all ‘Actives’ and quickly provide updates for each.

Agents may also click the ‘Add New’ button and the Referral Submit Form opens with the agent information fields already completed.  Once the online form is SUBMITted, the new record is inserted into your Import table and the ReloSpec user is notified that the new record is there.

This option includes special navigation buttons so the agent can quickly ‘View ALL’, ‘View Actives’, ‘View Pending’ and ‘View Closed’.  And, the agent may use the SEARCH button to find any specific record assigned to him/her.

Agents may use their smart phone, tablet, PC or any Internet-ready device to view their records.

Cost is just $20 per agent to get started.  The annual Maintenance is $10 per agent.  If you purchase during March 2013, the first five (5) licenses are free.  For example, if you want 10 of your agents to have Agent Access and you purchase during this month the cost is $100 now ($20 x 5 = $100) and then next year the added Maintenance will be $100 ($10 x 10 = $100).  Quantity discounts may be available.  Contact Jim Evans for more information.

To see some Frequently Asked Questions about this option, click here.   To view what a sample of what your agents will see, go to the ReloSpec Main Menu page and login using AgentDemo / AgentDemo for the ID / Password.

To order the Agent Access option, contact Jim Evans (jevans@prosws.com)

Posted in 411, Forms, Referral List Page, Tips & Tricks, Training. 1 Comment »

Business Rules Announced

February 5, 2013 — Happybodyfood

Today we’re announcing the Relocation Specialist Business Rules option.  This exciting option provides automatic programming to your database.  It monitors your data and sends texts, email or both when the data meets certain criteria.  You define what data you want to monitor and who is notified, and Business Rules does the rest!

The Standard Business Rules option includes the following rules:

  • Run AutoPilot Automatically
  • Email/text administrator if there are records in the Import table
  • Email/text Administrator if agent responds that he/she will NOT accept an assignment
  • When agent update request is not answered in a certain amount of time, notify owner to take action
  • Email/text administrator if AutoPilot item is missing the email address
  • When a response is submitted by an agent and marked “Urgent”, automatically text/email the administrator
  • Email/text administrator if LastUpdateDate for an ‘Active’ referral record is > 2 Weeks old
  • Email/text administrator if Referrals table record has no MgrConsultant assigned
  • Email/text Link for up to three (3) Customized Advanced Reports at pre-determined times

The cost of the Business Rules option is $899/year and includes customization of the Standard rules.  Additional rules, if needed may be configured at the rate of $140/hours.

Click here to view the Business Rules Worksheet used to make selections for rule options.

To get started, contact Jim Evans (jevans@prosws.com) or call 402/426-9542.

Posted in 411, ActionPlans, AutoPilot, Common Questions, Referral List Page, Reports. 2 Comments »

2 Days to Get Lower Price on Training Seminars

January 31, 2013 — Happybodyfood

There are just two days left (today and tomorrow) to get the lower price for the ReloSpec All-Day Training Seminars in Las Vegas and Phoenix.  These seminars will be helpful for ReloSpec beginners and advanced users alike.  Come and learn time-saving features from the experts and other ReloSpec users.

Click this link to view the proposed Agenda

Las Vegas Training Seminar (in person)
WHEN:        Monday, February 25th, 9:00AM-4:00PM
COST:          $195/person; includes a catered lunch  (After 1 FEB 2013 cost is $245)
REGISTER:   https://www2.gotomeeting.com/register/720623946

Phoenix Training Seminar (in person)
WHEN:        Tuesday, February 26th, 9:00AM-4:00PM
COST:          $195/person; includes a catered lunch  (After 1 FEB 2013 cost is $245)
REGISTER:   https://www2.gotomeeting.com/register/502914698

Phoenix Training Seminar; Morning Session via Internet
WHEN:    Tuesday, February 26th 9:00AM-11:00PM (Mountain Time)
COST:            $39/person   (After 1 FEB 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/280688002

Phoenix Training Seminar; Afternoon session via Internet
WHEN:          Tuesday, February 26th, 2013 from 1:00PM-3:00PM (Mountain time)
COST:            $39/person   (After 1 FEB 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/763367178

 

We hope to see you soon!

Posted in 411, Managing your Users, Products, Referral List Page, Reports, Tips & Tricks, Training. Leave a Comment »

Six New ADVANCED Reports Now Available

January 21, 2013 — Happybodyfood

Six new Advanced reports are now available for Relocation Specialist, making it easier than before to get the report you need.  The new report names all begin with “Incoming/Outgoing…” meaning that only records that sent or received (or both) within the Date Range are included.  They also allow for NULL values, meaning that records that may not have a value in the Category/Affinity or Network/Anagram or Office field will still be included in the report if the other selection criteria such as Date Range, Type and Status are met.

Here is a brief explanation of ReloSpec REPORTS.

What are Advanced Reports?

  1. Advanced reports are run entirely over the Internet (do not need additional software to view/print)
  2. They can be exported to a PDF file, Excel or Word
  3. Once saved as a PDF they may be emailed to others as attachments
  4. Advanced reports include a ‘Sample’ that may be viewed to display what to expect.  Just click the ‘View Sample’ link
  5. Names of Advanced reports indicate what records will be included
    1. “Activity…” reports will include records sent/received AND records that closed within the Date Range
    2. “Closed…” reports include records that closed within the Date Range
    3. “Incoming/Outgoing…” reports include records that were either sent or received or both, depending on the selection criteria
    4. Other reports start with different titles, depending on their specific function, such as “Scorecards..” for agents and offices
  6. Advanced reports are where most of the development occurs due to considerations such as formatting issues and smart phone use

What are ‘Standard’ Reports?

  1. Standard reports may be accessed over the Internet, but do not have the same formatting as the Advanced reports.  Page numbers, column headings are other considerations may be missing with Standard reports.
  2. Entering filtering criteria is not always as easy with Standard reports.
  3. Very little new programming is done with the older Standard reports, though they remain popular with many and there are no plans to disable them.

What about the ‘Miscellaneous’ Reports?

  1. The Miscellaneous reports are ones that are unique to certain situations.  For example there are many reports that are available only to members of Cartus.  They are included in the this section
  2. Some customers have their own customized reports that fall into this section

What are the new Advanced Reports now available?

  1. Incoming/Outgoing by Category/Affinity
  2. Incoming/Outgoing by Firm
  3. Incoming/Outgoing by Network/Anagram
  4. Incoming/Outgoing by Office
  5. Incoming/Outgoing by Referral Status
  6. Incoming/Outgoing by Referral Type

 

Check out the new reports by clicking REPORTS from the Referrals List page, then browse the ones starting with “Incoming/Outgoing…” and click the ‘View Sample’.  You’ll see a quick view of what to expect.

 

Posted in 411, Report Generator, Reports. 1 Comment »

‘LIVE’ Training Seminars in Las Vegas and Phoenix

January 17, 2013 — Happybodyfood

Two ‘Live’ Training Seminars have been announced for late February; one in Las Vegas and one in Phoenix.  Here is your chance to meet in person with members of the ReloSpec Team and learn how to do all those cool things you keep hearing about.

And, for those of you who cannot attend in person, the Phoenix Training Seminar sessions will be available over the Internet!  You can attend the morning session (9:00-11:00 Mountain time) or the afternoon session (1:00-3:00 Mountain time) or both!  (Register for either, or both sessions below.)

Cost to attend either ‘Live’ event in person is $195 and includes a catered lunch, if paid by 31 JAN 2013.  NOTE: If the registration fee is paid after 31 JAN 2013, the cost is $245.  Within 1 business day of registration you’ll receive an invoice via email.

Cost to attend the Phoenix Seminar via the Internet is just $39 for each Morning and Afternoon session, or $69 for both.

Las Vegas Training Seminar (in person)
WHEN:         Monday, February 25th, 2013 from 9:00AM-4:00PM
COST:           $195/person; includes a catered lunch  (After 31 JAN 2013 cost is $245)
REGISTER:  https://www2.gotomeeting.com/register/720623946

Phoenix Training Seminar (in person)
WHEN:         Tuesday, February 26th, 2013 from 9:00AM-4:00PM
COST:             $195/person; includes a catered lunch  (After 31 JAN 2013 cost is $245)
REGISTER:  https://www2.gotomeeting.com/register/502914698

Phoenix Training Seminar; Morning session via Internet
WHEN:         Tuesday, February 26th, 2013 from 9:00AM-11:00AM (Mountain time)
COST:            $39/person   (After 31 JAN 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/280688002

Phoenix Training Seminar; Afternoon session via Internet
WHEN:          Tuesday, February 26th, 2013 from 1:00PM-3:00PM (Mountain time)
COST:            $39/person   (After 31 JAN 2013 cost is $49/person)
REGISTER:   https://www2.gotomeeting.com/register/763367178

Click here to view the Proposed Agenda for the ‘Live’ Seminars

We look forward to seeing you at either Seminar; in person or via the Internet!

Posted in 411, ActionPlans, AutoPilot, Forms, Importing, Managing your Users, Referral List Page, Reports, Tickler, Tips & Tricks. Leave a Comment »

January & February Webinars Now Available

January 2, 2013 — Happybodyfood

The January and February Web Seminar schedule is ready for your review.  Attend one of our Web Seminars and see how much more efficient you can be!  They’re fun, last just 30 minutes and they’re FREE!

Click here to view the Web Seminar schedule

And don’t forget to register for one of the all-day Training Seminars.  There is one in Las Vegas on Monday, February 25th and one in Phoenix on Tuesday, February 26th.  The all-day Seminars are $195/person and include a catered lunch.  To see the Proposed Agenda for the all-day Training Seminars click here.

Posted in 411, Training, Webinars. 9 Comments »
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