Pocket is built for the jobs you do away from your desk. Some jobs still need Loop on a computer. This table shows which is which.
| Area | In Pocket | In Loop |
|---|---|---|
| Diary | View your own, your team's and any colleague's diary. Add tasks, calls, meetings and custom appointments. Edit, complete and delete them. Use saved views. | Book lettings inspections. Create saved views (Create New Saved Diary in the diary). Set up custom appointment types and diary colours. |
| Viewings | Book sales and lettings viewings. Mark as done or didn't turn up. Book another, reschedule and cancel. Record feedback and send it to the seller or landlord. Turn automated viewing feedback on for a viewing. | Change the viewing type of an existing viewing. Switch automated viewing feedback on for your team. |
| Appraisals | Book sales and lettings appraisals. Edit figures, fees, property details, material information and appraisal answers. | Change the status or outcome. Reschedule or cancel. Change the address, or the seller or landlord. |
| Properties | View the full record. Add photos. Add keysets. View Rightmove statistics for sales. | Change status, price, description or details. Delete, reorder, crop or rotate photos. Check keys in and out. Manage portal listings. Upload documents. |
| Offers and applications | View offers and lettings applications, with all their details. | Add, accept, reject or withdraw offers and applications. |
| Lettings inspections | View inspections, with access details and tenants. Make notes. | Book, complete, rate or write up an inspection. |
| People | Search and view people and their profiles. Call, text or email them. Add a buyer or renter while booking a viewing, or a seller or landlord while booking an appraisal. | Edit a person's details. Add profiles. Merge duplicates. |
| Enquiries | View, claim and close enquiries. Call or email the enquirer. | Assign an enquiry to someone else. Re-open a closed enquiry. Turn an enquiry into a person, viewing or appraisal. |
| Notes | Add, pin, update and delete notes. Add activities to a record. | Attach files or photos to notes. Keep formatting when editing notes. |
| Documents | Open and share documents. Download them (Android). | Upload documents. |
| Your account | Choose notifications and theme. Sign out. | Change your profile details, roles or team. |
Coming soon
We're adding more to Pocket. The next updates include making and rejecting offers, and more detail on buyers' viewings and offers. We'll update these articles as each one arrives.
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