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How-to videos

Short walkthroughs recorded in the app. Follow them in order to set Agent37 up from scratch, or jump to the feature you need.

Prefer to read? The Getting Started guide covers every feature step by step.

01

Vendor groups and contacts

1 min 13 sec

Create vendor groups like Painters, Stagers and Inspectors, and pick the colour each one shows as on the timeline. Then add vendor contacts you can call, text or email straight from the app.

02

Building todo templates

2 min 4 sec

Build reusable checklists once and apply them to any buyer or seller in seconds from the ellipsis menu. Templates add to existing todos rather than replacing them, so you can layer more than one.

03

Adding a buyer or seller

1 min 16 sec

Adding a new client record, entering contact details and birthdays, and setting up the listing details or search criteria that everything else hangs off.

04

Calendar events and the timeline

4 min 48 sec

Schedule vendor events against a listing, then use the timeline to see every active listing and what's booked across the week at a glance. The longest of the four — it covers the calendar end to end.