Posts about Tech Tip

Tech Tip: Is this the homeowner’s mobile number?

on September 26, 2023

How can you tell if your appointment text confirmations are being sent to a homeowner’s mobile number? If you’re using ScheduleAssist, you’re automatically notified if your message will be seen. Check out what to look for in this tech tip. (:46)

Tech Tip: Right-click to launch ScheduleAssist

on September 12, 2023

It takes just two clicks to open ScheduleAssist in TOTAL — allowing you to easily schedule appointments with homeowners and set up automatic reminder text messages so they don’t forget about you. ScheduleAssist also adds the appointments to your calendar! Learn more in the video below. (:46) We’re sharing even more tips and tricks for getting the […]

Tech Tip: Rush orders with ScheduleAssist

on August 29, 2023

When you add a rush appointment to your calendar with ScheduleAssist, it automatically works around all of your other appointments to find the best time for both you and the homeowner. Learn more in this video. (:57) We’re sharing even more tips and tricks for getting the most out of ScheduleAssist in upcoming webinars — […]

Tech Tip: Create a comps-only map in TOTAL

on August 24, 2023

When deciding which comps to use in a report, or even which comps to put first, it’s often helpful to see them on a map, to visualize where each property is relative to the subject, each other, and where they are in the neighborhood. Use the comps side-by-side in TOTAL to generate a comp map […]

Tech Tip: Flexible Timeslots in ScheduleAssist

on June 27, 2023

Need a little more time in between appointments today for that complex assignment? Less time between because all you have are drive-bys today? ScheduleAssist gives you control over how flexible you want to be with your schedule.See how in this week’s Tech Tip above. (:56)

Tech Tip: Change Case in Selected Fields

on June 9, 2023

Has this ever happened to you? You start a report from an order file, and some data imports in all capital letters. Going back and manually re-typing that information is a hassle. So let TOTAL do that work for you.  See how this works in this Tech Tip video. (:51)

Tech Tip: Checking Form Compatibility with ENV

on June 2, 2023

In a previous video, we showed how to find ENV-compatible forms to add to your reports. But what if you’ve already done several days of work and want to double-check that all the forms in the report are compatible before delivery? TOTAL’s Contents window makes it clear which forms in your report are compatible. Check […]