Here are some terms that we use in OSL Office Live, we don’t like to use technical jargon but some things we just have to use!  Go on have a look, did you know them all?


TABLE OF CONTENTS

Adcopy

The most commonly used word, we mean the listing Advertising copy. headline and main advertising for a Listing.

Agents

Agents, Staff, Property managers, Brokers, Owners - found under the Staff tile

Appraisal

Create an Appraisal for a potential Listing/Vendor

Button

Example Copy button

Checkbox

Use to Select or Unselect something

Clearing

Sales module - The clearing account can be thought of as your Trading or similar bank account, money comes into this account once it has been released from the Trust account. We Use Sales > Clearing to pay your agents and other companies, tax office, and or the office share on each sale.

CRM

Client relationship management

Contacts

Your People database

Database

We do not like this term because everything is a database, but in our industry many clients refer to their contacts as their database.

These are all called drop downs, used to select something from a list

Fields

There are many types of fields but simply they are boxes that you can type stuff into, There is usually a limit to how much you can enter into a field. We usually call these boxes but sometimes we slip and call them fields!

Grids

Grids are just like spreadsheets, with rows and columns.

Memo box

You can enter a lot more information into a memo box

Pro Forma statement

Sales module - This report can be sent to a solicitor prior to the sale being Released. Pro forma means "a statement prepared in advance of a planned transaction", it is not a final statement of account.

People

This is another word for your contact database

Popups

A popup is, usually, a small window or banner that appears in the foreground while browsing a website - Make sure that you enable Pop Ups when running OSL Office Live

Promotions

Our name for the module used to manage Vendor paid advertising

Radio button

A radio button allows only a single selection

Release 

Sales module - This is our term for when you Release a sale, when a Sale has been Released you can they pay your agents.

QR code

A quick response code. Think of it as a more intelligent type of barcode - we use QR codes to allow links to your website for listings and Agents profiles & Open Homes

Sales Proforma

A proforma invoice or statement, also known as an estimate, is essentially a preliminary statement of account. It outlines what is due but may change with the final account.

Staff

Your staff list includes anyone who works in your office; Administrators, Staff, Agents, owners and property managers.

Tabs

We use tabs so that you don’t have to scroll further and further down the page, we use tabs extensively in OSL Office Live

Toolbar

A toolbar appear at the top of the page and usually has lots of buttons.

Vcard

We use Vcards on the Contact details screen. vCard is a file format standard for electronic business card.

URL

The URL is the address of a World Wide Web page. “type a URL into a your browser address bar"