Free Web Seminars Available for January, February

January 7, 2014 — Happybodyfood

New Web Seminars are now available for the rest of January and the first half of February.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

NOTE:  Most of the time in the past the web seminars have been on Tuesdays and Thursdays.  Beginning this month most seminars are on Tuesdays at 11:00AM Central time and Wednesdays at 1:00PM Central time.  There is one exception to this so be sure to check the dates and times for the seminars you want to attend.

They’re free and 30 minutes invested now will save you hours later!  Click here to review the schedule.

Posted in 411, AutoPilot, Common Questions, Tickler, Tips & Tricks, Training. Leave a Comment »

Want a Chance to Win a Kindle Fire HDX? Complete the Survey

October 31, 2013 — Happybodyfood

Relocation Specialist has a lot to offer. Many times new users learn the basics then get so busy they don’t go back to learn the shortcuts and cool features that would save a lot of time.

Need help? Click the link below to complete the ReloSpec Features Checklist. There’s about 40 questions that will help you identify what’s missing in your ReloSpec repertoire. Many of the possible answers are “Tell me how…” or “Set it up for me…”. The idea is to identify where you could use some help and have a ReloSpec Team member help you.

Plus, once you complete the survey your name will be entered into the drawing for a new Kindle Fire HDX to be given away on Wednesday, November 27th.

CLICK HERE TO TAKE THE SURVEY

We look forward to hearing from you, and Good Luck in the drawing!

Posted in 411, AutoPilot, Calendar's, Forms, Reports, Tips & Tricks, Training. Leave a Comment »

New Web Seminars for November & December

October 29, 2013 — Happybodyfood

New Web Seminars are now available for the rest of October as well as November and December.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars

Posted in 411, AutoPilot, Calendar's, Forms, Reports, Tips & Tricks, Training. 1 Comment »

New Web Seminars for October

October 10, 2013 — Happybodyfood

New Web Seminars are now available for the month of OCTOBER and one is already available for November.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars

Posted in 411, AutoPilot, Calendar's, Forms, Reports, Tips & Tricks, Training. Leave a Comment »

Scheduled Reports; Now Send on Any Day of the Month

September 25, 2013 — Happybodyfood

By now many of you are using the AutoPilot to build your Scheduled Reports that are sent to Brokers, Office Managers, Agents and others.  On the designated date, AutoPilot sends an email with a link in the body of the email.  The receiver opens the email, clicks the link and opens the report.

The Scheduled Reports that are sent using the AutoPilot save time because you don’t have to generate the report(s) or send them to whoever needs them.  AutoPilot does that for you!

But, what if you want to repeat the AutoPilot on a certain day of the month?  How can you ensure that your monthly Office Manager reports go out on the last day of the month?  Or the third of every month?  Or any day you select?

There’s a little trick to making this happen.  When completing the AutoPilot in the ToDo page, do the following.  Use the calendar to select the date you want the AutoPilot containing the report to go out the first time.  Select ‘Repeat’ = YES.  In the field for ‘Repeat in How Many Days’ enter a “12” plus the date you want it to repeat.  For example if you want it to repeat on the third (3rd) of every month, enter “1203”.  If you want it to go out on the 15th of every month, enter “1215”.  If you want it go out on the last day of every month, enter “1231”.

We all know that some months have fewer than 31 days, but ReloSpec is smart enough to make the adjustment.  If you enter “1231” and the next month is February, it will be scheduled for February 28th, but then in March it will be scheduled for the 31st.

Let us know if you need help building your AutoPilot Scheduled Reports.  It’s really a matter of knowing:

  1. Which report to send,
  2. Who you want to send it to, and
  3. When you want to send it

We look forward to helping you use this great time-saving feature!

 

Posted in 411, AutoPilot, Common Questions, Reports, Tips & Tricks, ToDo Page. 1 Comment »

New Web Seminars for September

September 3, 2013 — Happybodyfood

New Web Seminars are now available for the month of September and a few are already available for October.  Are you willing to invest 30 minutes to save hours of time each week?  The Web Seminars are a great way to learn those time-saving features you’ve been wanting!

Click here to register for your choice(s) of the Web Seminars

Posted in 411, ActionPlans, AutoPilot, Body of Letter, Common Questions, Forms, Reports, Webinars. Leave a Comment »

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 »

Save Time With Scheduled Reports

June 4, 2013 — Happybodyfood

Are you spending a lot of time generating ReloSpec reports, then needing to distribute them to others?  Use the ‘Scheduled Reports’ feature to save time and effort!

With Scheduled Reports you identify which report(s) go to whom on what date and let the ReloSpec AutoPilot do the rest for you.  Create a separate Referrals table record to which you’ll assign the AutoPilots.  Each AutoPilot (ToDo table record) will have the date, addressee, the form name (‘Custom Letter (blank)’) and the Body of Letter that identifies which report to send.

If it sounds a little complicated, it’s not.  Check out the new Training Video for ‘Scheduled Reports’ (7 1/2 minutes), and as always, your ReloSpec support team is ready to help you save time.  Just let us know.

Posted in AutoPilot, Body of Letter, Common Questions, Forms, Reports, Tips & Tricks. 2 Comments »

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 »
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