App overview
With the Apex27 integration enabled it eliminates the need to enter Market Appraisal appointment data (i.e. client name, address, contact details, appointment date and time, etc) into Acaboom.
When a Market Appraisal is booked in Apex27, the appointment details are sent to Acaboom, where the Pre-Appointment presentation is automatically sent to the homeowner and the main presentation is created ready for the valuer to add comparables, etc.
SETUP
With the booking of a market appraisal within Apex27, the integration supports the automatic sending of your Acaboom pre-appointment presentation and the creation of the main presentation/proposal within your account, where it’s then ready for the valuer to add comparable property and supporting data.
Note that the integration does not support 'roaming' valuers at this time, Apex27 are due to add this at some point in the future.
The steps to set up the integration are as follows:
Go to the integrations page in your Apex27 interface (via admin > integrations)
Click the 'Add integration' button.
From the 'Integration' drop down select 'Acaboom'.
Enter the email address used to log into Acaboom.
Click 'save'.
You will then be asked to authenticate against Acaboom, click 'Authenticate' button and login to Acaboom.
That's it the setup is complete.
POST INSTALLATION
There are two methods that an Apex 27 user can use to send a valuation to Acaboom.
When onboarding a customer and booking a valuation in Apex 27 diary - click here for demo
If after you have booked the valuation, but decided not to send to Acaboom, this can be sent at a later date - click here for demo
Finally, any proposal sent from inside Acaboom (that was inserted by Apex27), will be available in the 'Vendors Portal' - click here for demo