Short walkthroughs of the real product. Nothing here is a mock-up — each one is recorded by driving the running assistant, so what you see is what you get.
A visitor signs themselves in on a tablet in your waiting room, and the person they came to see is told. Covers the check-in screen, your questions, tablets, and who hears about an arrival.
Link to share:
https://app.propertyansweringservice.com/tutorials/visitor-kiosk
What happens when somebody rings your number: how the assistant answers, what it knows about your practice, and what it does with a message.
The assistant that works from your mail, calendar, files and tools — how to give it access, and what it can do once it has it.
A day being run at the front desk: booking somebody into a gap, moving a patient when a crown fit runs over, and turning a website request into a real appointment.
Link to share:
https://app.propertyansweringservice.com/tutorials/appointments
The recall list, and what happens before a single text goes out: who is overdue, the exact message, and the four reasons somebody is left out of it.
Link to share:
https://app.propertyansweringservice.com/tutorials/due-recall
Type a question about your business in plain English and get the number back off your own records. No model ever writes a figure, so the answer and the screen behind it cannot disagree.
Link to share:
https://app.propertyansweringservice.com/tutorials/ask
One client from a name on a list to a signature: logging what was said, following up, and the Monday report that tells you whether it worked.
Link to share:
https://app.propertyansweringservice.com/tutorials/crm-sales
A priced document, from the client it is for through to the customer saying yes. A quote that has been sent is a record, and the product will not let you delete it or quietly rewrite it.
Link to share:
https://app.propertyansweringservice.com/tutorials/quotes
Build the questions you need answered, publish the form, and put one link on your website or the side of the van. Every answer becomes a contact without anybody retyping it.
Link to share:
https://app.propertyansweringservice.com/tutorials/intake-forms
One short film for each screen, the same one the Watch tutorial link on that screen opens.
Reception
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-reception-visitors
Reception
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-reception-staff
Kiosk settings, Staff
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-staff-sign-in
Check-in, Visitor log
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-visitor-log
Contacts
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-contacts
Kiosk settings, Welcome
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-welcome
Kiosk settings, Questions
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-questions
Kiosk settings, Notifications
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-notifications
Kiosk settings, Staff
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-staff
Kiosk settings, Tablets
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-tablets
Kiosk settings, Privacy
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-privacy
Kiosk settings, Sound
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-settings-sound
Financials, Receipt settings
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-receipt-settings
Financials, Expenses
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-expenses
Financials, Invoices
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-invoices
Financials, Quotes
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-quotes-page
Financials, Billing settings
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-standard-terms
Financials, Quotes
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-pipeline
Clients, Due for a visit
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-due
Schedule, Appointments
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-appointments-page
Schedule, My day
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-my-day
Financials, Sales report
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-sales-report
Phone, Dashboard
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-voice-dashboard
Phone, Phone lines
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-voice-lines
Phone, Assistant configuration
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-voice-assistant-config
Phone, Blocked numbers
Link to share:
https://app.propertyansweringservice.com/tutorials#guide-voice-blocklist
Digital Front Desk