Memorizing all the details about each property you are showing to your clients is unrealistic. Scheduling property showings can be more stressful when trying to pull out the various details about the property from your mind. This template simplifies the process of scheduling property showings thanks to the streamlined collection of related tables. This includes the Schedule table, which effortlessly presents whether the specific property is a good match based on the client’s requirements. Reduce the amount of work required for property showings by allowing this template to organize your property showings and equipping you with all property info required for your showings. Let’s take a tour around this template, organized by table:

Schedule

Having a properly organized schedule goes a long way in staying on top of all your property showing appointments. Property showings are not the same as open houses, and they may be adjusted and modified by the client or by the real estate agent. They typically happen at all times of the day, and having a single chart or table with all dates, times, addresses, and clients helps you stay on top of all your appointments with ease.

Fields

• Date and time. The showing’s date and time.
• Address. The address of the property, which is pulled from the Properties table.
• Contacts. The contact’s name(s) scheduled for the showing from the Contacts table.
• Meets size requirement. This formula field looks to the Contacts table and the Properties table to identify whether the size of the property meets the minimum requirement desired by the contact.
• Within budget. This formula field looks to the Contacts table as well as the Properties table to display whether the listed price of the property falls within the contact’s specific budget.
• Over/under budget. This formula field calculates by how much the property is above budget (positive number) or below budget (negative number).
• Date difference. This field looks to both the Contacts and Properties table to display the difference in ideal start date between the owner selling or leasing the property and the client’s ideal buy date or lease start date.
• Interest level. The contact’s rating of the property during the visit.
• Is complete. A boolean field that displays whether the showing was completed.
• Notes. Any additional notes about the showing or the contact’s interests.
• Price. This field is hidden in all views and is used solely for calculations.

Views

• Full schedule. Displays all property showings sorted in chronological order. The showing that have both size and budget requirement met are highlighted light green.
• Meet requirements. Displays showings where the budget and size requirement of the property are met for the client sorted in chronological order of the showing schedule date.
• Highly interested. Displays showings the client rating as a 5 on a scale of 1-5 sorted in chronological order of the showing schedule date.
• Incomplete. Displays showings that have not yet been completed sorted in chronological order of the showing schedule date.
• New showing. DIsplays a shareable form used to schedule a new showing.

Properties

Real estate agents deal with a variety of types of homes ranging from houses to apartments. It’s easy to mix up the different addresses, property size, and price without using an organizational tool such as this template. This table keeps track of all important details about the properties the real estate agent can show to prospective buyers or renters.

Fields

• Address. The property’s address.
• Photo. The property’s photo.
• Status. Whether the property is for sale, for rent, already sold or already rented.
• Type. The property’s home type. Is it a house, a condo, an apartment, etc.
• Size (m²). The size of the home in squared meters.
• Price. The property’s price.
• Bedrooms. The number of bedrooms.
• Bathrooms. The number of bathrooms.
• Year built. The year the property was built.
• Is available. Whether the property is currently available or not.
• Showings. This field links to the Schedule table to display the various times and dates the property has scheduled showings.
• Owners. This field links to the Owners table to identify the property owner.
• Amenities. A multi-select field that lets you select all amenities associated with the property.
• Date available. The ideal start date of either a contract to sell or a contract to lease for the property.
• Number of times presented. The number of times the property was toured.
• Average rating. This formula field looks to the Schedule table to display the average rating the property received from the showings.

Views

• All properties. Displays all properties sorted in alphabetical order of the addresses.
• Available. Displays properties that are currently available sorted in alphabetical order of the addresses.
• Properties gallery. Displays all properties in a gallery view sorted in alphabetical order of the addresses.
• By type. Displays properties stacked by Type in the form of a kanban view.
• By status. Displays properties stacked by Status in the form of a kanban view.
• New property. Displays a shareable form used to add new properties to the list.

Contacts

This table houses all details pertaining to clients. It holds all contact details to get in touch with the specific contract as well as all details pertaining to the client’s ideal home situation. The information included in this table is used to properly match the client to properties that fit within their budget and size requirements.

Fields

• Name. The contact’s name.
• Photo. The contact’s photo.
• Phone number. The contact’s phone number.
• Email. The contact’s email.
• Looking to. The contact’s desired outcome, whether they are looking to rent or to buy.
• Minimum space desired (m²). The contact’s smallest acceptable home size in squared meters.
• Budget. The contact’s budget.
• Ideal start date. The contact’s ideal start date of the purchase or the lease.
• Showings attending. This field links to the Schedule table to display the various showing the contact has been scheduled to attend.
• Locations toured. This field look to the Schedule table’s data to display the address of the property they toured during the showing.
• Number of showings attended. The number of showings the contact attended.

Views

• All contacts. Displays all contacts sorted in alphabetical order.
• By intent. Displays contacts stacked by what they are looking to do in the form of a kanban view.
• Contacts gallery. Displays contacts in a gallery view sorted in alphabetical order.
• New contact. Displays a form used to enter a new contact to the list.

Owners

Real estate agents must maintain a solid rapport and relationships with the owners of the houses. At times, certain property management companies may contract real estate agents to show all of their properties when they have openings. This table contains all contact and property info for each of the companies or individual home owners looking to either sell or rent out their homes.

Fields

• Name. The owner’s name.
• Type. Whether the owner is a private individual owner or a company.
• Phone number. The owner’s phone number.
• Email. The owner’s email
• Properties owned. This field links to the Properties table to display the properties owned.
• Number of properties. The number of properties the contact owns.

Views

• All owners. Displays all owners sorted in alphabetical order.
• By type. Displays owners stacked by Type in the form of a kanban view.
• New owner. Displays a shareable form used to add new owners to the list.