Tours

Overview

The Tours feature allows agents to create curated property tour itineraries for clients. Tours include route optimization, printable views, public sharing, and automated notifications for property changes.

Creating Tours

Tours can be created from multiple entry points:

  • Within a client: Select properties from the client's search results and add to a new or existing tour.
  • Without a client: Agents can use the tours functionality independently, not tied to a specific client record.
  • Custom addresses: Agents can add properties by entering a custom address (not limited to MLS listings).
  • Adding to existing tours: Additional listings can be added to a tour after creation.

Tours can be renamed after creation.

Route Optimization

Tours include a route optimization feature that calculates the most efficient driving order between properties. The optimization uses Google Maps for accurate drive time calculations.

The "Optimize Route" feature was refined based on agent feedback (including direct comparison with Compass's touring tool) to ensure a competitive experience.

Tour Views

Agent View: Full details for each property including notes, showing instructions, and access codes.

Client View: Streamlined view appropriate for client sharing. Access codes are included in property views for client convenience.

Print View: A single-page print layout per property, designed for agents to print and bring to showings. The print view includes property photos, key details, and agent notes.

Public Link: Tours can be shared via public URL. Public tour links display all properties with photos and addresses correctly rendered (including when shared via text message).

Tour Emails

Email Notifications: Agents can email tour itineraries to clients. Email subjects have been optimized for clarity.

Property Change Alerts: The system sends email alerts when a property in a tour has a status change (e.g., goes under contract) or price change, keeping both agents and clients informed.

Tour Tracking

Tour views are tracked in the system's analytics (cp_views table), including which properties were viewed, by whom, and when.

Known Behaviors

  • Tour notes persist across sessions (a previous bug causing disappearing notes has been resolved).
  • The "Show Request" vs "Show Instructions" fields are correctly differentiated.
  • List view for tours includes subdivision data and is sortable, matching Matrix conventions. -e
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