Open it heretools.newtonfallowell-team.co.uk/moves.html
The dashboard lists every upcoming move in and move out for your office straight from Street, tells you when the inventory or check-out report should be booked, and sends the order to Kaptur with one click. Kaptur's progress and the finished report come back to the same row.
1
It appears
A lettings application with a move-in date, or a move out record, is created in Street. The row shows up on its own within a few minutes.
Automatic
2
You order
Check the row, click Order, glance over the form and place it. Two minutes at most.
You
3
Kaptur books it
Your No Letting Go team appoints a clerk and the row turns to Booked with the date. Updates arrive every 15 minutes.
Automatic
4
Report & readings
The PDF and meter readings land on the row. Key the readings into Street, then mark them entered.
You
Inventory is booked for the working day before the move in.
Check-out report is booked for the working day after the move out.
Rows go amber with 5 working days left and red once the booking day has passed.
A move in only appears as Confirmed once the agreed move-in date is set in Street. Proposed rows are hidden by default.
What you do
1
Choose your office at the top. Use the Move ins and Move outs tabs.
2
Check the row. Tenants come from Street. The landlord's name is prefilled and you can edit it. Only the name goes to Kaptur, never their contact details.
3
Click Order inventory or Order check-out. Address, bedrooms, furnishing, date and key arrangements are filled in from Street and your office defaults. Change anything that is wrong, add a note for the clerk if needed, and place the order.
4
When the report is in, open the row, key the meter readings into the Street utilities box, then click Mark readings entered in Street. That is the sign-off that the readings made it across.
What you'll see on the row
Ordered
Kaptur has the job. A note is on the Street application or tenancy and the lettings inbox has an email with the reference.
Booked
No Letting Go has appointed a clerk and the date shows. If Street's date changes after this the row says "Date changed".
Report ready
Report PDF link and the meter readings appear, and the lettings inbox gets the readings by email.
Readings in Street
Someone has confirmed the readings are keyed in. Their name and time are shown.
Cancel requested
A cancellation has been asked for. The row closes when Kaptur confirms it.
Not showing yet?
Rows refresh from Street every few minutes. Press Refresh from Street in the header to read it now. A job ordered directly shows under "Kaptur jobs not yet on the dashboard" with a Link button.
Need to change the date?
Change date works while Kaptur has not yet appointed a clerk. After that, use Ask Kaptur to cancel and place a fresh order for the new date.
Once the date has passed, contact your No Letting Go team
Kaptur locks a job after its appointment date. The dashboard cannot change or cancel it from then on. Ask Kaptur to cancel still records your request and emails the office, but someone must contact your No Letting Go team to cancel it.