Property listing campaign desk: photos, buyer feedback and the vendor report

What goes on the desk

• Map with the property address (OpenStreetMap
• needs a connection) (widget map)
• Gallery of listing photos (widget gallery)
• Table ‘Buyer feedback’ (Date, Open home or private (single select), Groups (number), Price view, Comment) (widget table)
• Chart ‘Groups per open home’ (widget chart)
• Document ‘Vendor report — week N’ (widget document)
• Inbox for the vendor’s mail by rule (connected mailbox) (widget inbox)
• Tasks for the campaign checklist (widget tasks).

Set it up

one desk per listing, named by address; save the first as a template for the next listing (desk templates).

1. Create a desk named for the real outcome, client or deadline.
2. Add the suggested widgets and rename each one for the job it performs.
3. Bring in the existing files or tables before inventing another copy of the information.
4. Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

log every inspection straight after; on Friday draft the report from the chart.

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

Plexii answers from the desk with sources and proposes changes as cards you approve before anything changes (ai assistant); the Document’s Draft with AI writes a first report you review before inserting (widget document).

Related resources

• demo
• real estate listing checklist
• status report