Outcome. A viewing request lands on an agent who covers that area and is not out of office, with a task due inside the agreed response window and a manager alert the moment that window is missed.
flowchart TD
A[Ticket created, request type viewing_request] --> B[Copy area onto the ticket]
B --> C{Requested date within 48h?}
C -->|yes| D[Priority High]
C -->|no| E[Priority unchanged]
D --> F{Ticket area?}
E --> F
F -->|area known| G[Rotate to the area pool]
F -->|blank| H[Owner = listing agent or duty owner, notify office manager]
G --> I[Call task due in 2h, notify owner]
H --> I
I --> J[Delay 2 business hours]
J --> K{Still New or never contacted?}
K -->|yes| L[SLA missed, alert manager, reassign task]
K -->|no| M[SLA met]

When to use it, when not to
- UseUse it when viewing requests arrive from several places at once, a portal enquiry, a website form and a phone call logged by reception, and you need one queue instead of three.
- UseUse it when agents are organised by area, so the right person is a function of the property and not of who happens to be free.
- SkipDo not use it when a single agent handles all inbound. A notification and a task are enough, and the routing branches will only add maintenance.
- SkipDo not use it as the calendar. This spec picks the owner and starts the clock. Confirming the slot stays a human action, or a meeting link, because a workflow cannot see whether the seller is home on Thursday.
or the real estate pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.





