Tech Tip: Hide pages in TOTAL’s scrolling forms view
Collapse any page of any form in TOTAL to scroll right by it when viewing your reports.Watch this short video to see how: (0:52)
Posts about TOTAL
Tech Tip: Set up autocorrect in TOTAL
The next time you misspell a word for what seems like the thousandth time, just add it to TOTAL’s Autocorrect. Watch this short video to see how (0:49)
Tech Tip: Autofill “No AMC” on Page 6 in a report
Stop typing NO AMC manually and locking the field. TOTAL can do this for you automatically. Watch this short video to see how (1:01)
Tech Tip: See your inspection status in the file manager
When you’re using ScheduleAssist, you can see the appointment time and completion status of all of your appointments in TOTAL. Check out this tech tip to see how to set it up. (:54)
Tech Tip: Right-click to launch ScheduleAssist
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: Create a comps-only map in TOTAL
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: Customize text templates with ScheduleAssist
Have you checked out ScheduleAssist yet? You can use it to automatically send reminders to your clients. We’ve created some templates for you to start with, but you can also customize the messages you’re sending. Take a look at how it works in this video. (1:15)
Tech Tip: Flexible Timeslots in ScheduleAssist
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
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
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 […]