As a User, I want a dedicated reminders and note section in Next gen
Proposed Feature Details
Dedicated Notes/Reminders/Tasks Section:
Add a clickable section in the highlighted area (currently an empty space to the right of the showing list) where users can add notes, reminders, and tasks for the listing.
When clicked, this section should trigger a pop-up window to provide ample space for typing detailed notes or setting reminders/tasks.
Pop-Up Functionality:
The pop-up should include fields for:
Notes: Free-text area for general comments or observations (e.g., "Buyer mentioned interest in the backyard space").
Reminders: Option to set a date/time for follow-ups (e.g., "Follow up with Nicole Ellison on 3/15").
Tasks: Ability to create actionable tasks with due dates (e.g., "Submit updated photos by 3/14").
Include a "Save" button to store the input and a "Cancel" button to discard changes.
AI-Powered Summary:
After saving the notes/reminders/tasks and closing the pop-up, the section should display a concise, AI-generated summary of the content.
For example, if I wrote a note saying, "Buyer loved the kitchen but mentioned the carpet needs replacing," the AI could summarize it as: "Positive feedback on kitchen, carpet concern noted."
Summaries should also highlight upcoming reminders or tasks (e.g., "Task: Submit photos by 3/14").
Overview Integration:
When viewing the listing overview (as shown in the screenshot), the notes/reminders/tasks section should provide a quick snapshot of the most recent or urgent items.
Include a small icon or indicator (e.g., a number badge) to show how many pending tasks or reminders exist, encouraging users to click into the section for more details.
Daily Email Summary of Tasks:
Each day, ShowingTime should send an automated email to the agent with a summary of all tasks across their listings.
The email should include:
Tasks Due Today: A list of tasks with due dates matching the current day (e.g., "Submit updated photos for 1027 Fellowship Road – Due 3/14").
Upcoming Tasks: A list of tasks due within the next 3–5 days (e.g., "Follow up with Nicole Ellison – Due 3/15").
Overdue Tasks: Highlight any tasks that are past due (e.g., "Update listing description – Due 3/10, Overdue").
Include a link in the email that directs the user to the specific listing’s notes/reminders/tasks section for quick access.
Allow users to customize the time of day they receive the email (e.g., 7:00 AM) and opt-out if desired through their account settings.
Benefits
Improved Organization: Agents can keep all relevant information about a listing in one place, reducing the need to use external tools for notes or task management.
Time Efficiency: The AI summary feature saves time by providing a quick snapshot of key points without needing to reread lengthy notes.
Proactive Task Management: The daily email summary ensures agents are reminded of tasks, helping them stay on top of deadlines and follow-ups.
Enhanced Communication: Notes and feedback can be easily shared with team members or clients, improving collaboration.
Customizable Workflow: The email opt-in/opt-out and timing customization cater to individual preferences, making the feature flexible for all users.
Suggested Placement
As shown in the screenshot, the highlighted area to the right of the showing list is currently underutilized. This space is ideal for the notes/reminders/tasks section because:
It’s visually balanced with the existing layout.
It’s easily accessible while reviewing showings or feedback.
It doesn’t overcrowd other sections like the showing schedule or feedback column.
Additional Notes
Ensure the feature is intuitive and aligns with ShowingTime’s clean, user-friendly design.
Consider adding a tagging or categorization system within the notes (e.g., tag a note as "Buyer Feedback" or "Maintenance Issue") to make filtering easier.
Allow syncing of reminders/tasks with external calendars (e.g., Google Calendar) to streamline workflows.
For the email summary, include a simple, clean format with clear headings (e.g., "Due Today," "Upcoming," "Overdue") and ensure the email is mobile-friendly for agents on the go.
Conclusion
This feature would greatly enhance ShowingTime’s functionality, making it a more comprehensive tool for real estate professionals. The combination of a notes/reminders/tasks section, AI-powered summaries, and daily email task summaries would save time, improve organization, and help agents manage listings more effectively. I’d love to see this implemented in a future update and would be happy to provide further feedback if needed.