SalesPro, an application for agents in the field.
SalesPro is the field application Mark Spain Real Estate agents use on listing appointments. On each visit an agent records a walkthrough video of the home, completes the seller survey, adds notes and submits everything so the home can be valued and an offer prepared. The project covered the branding and visual design of the application.
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Full appointment. Every screen of one listing appointment played in order, from the launch screen and sign in through the walkthrough video and seller survey to the final upload.
A complete appointment runs on one phone, and the walkthrough video, seller survey and notes are sent in a single upload so the home can be valued and an offer prepared.
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Launch. The SalesPro logo builds in on the launch screen, then moves up to become the header of the sign in screen.
The logo carries straight into the sign in screen, so the brand is set before any task begins.
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Sign in. The sign in screen, with fields for the agent’s MSRE email address and Salesforce password, the Face ID option and the authenticator code step.
Agents sign in with their MSRE email address and Salesforce password, and can turn on Face ID so later sign ins skip the password. A six digit code from an authenticator app verifies the session.
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Appointments. The day’s appointments as a scrolling list of cards, each showing the seller, the address, the drive time, a status badge and a checklist of the media, survey and notes still to be completed.
Appointments are grouped by day under Overdue, Upcoming and Completed. Directions open in the agent’s chosen maps app. A submitted appointment uploads in the background, so the agent can leave the app before the upload finishes, and a notification confirms when it is complete.
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Walkthrough video. The camera recording the home in landscape, with still photos taken during the recording and added to the appointment as media thumbnails.
Record Walkthrough opens the camera to record the home in landscape, and still photos can be taken during the recording. The video and photos are added to the appointment as media thumbnails, and the button changes to Resume Walkthrough so an unfinished recording can be continued.
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Seller survey. The seller survey, with category chips across the top and tap to answer controls for bedrooms, bathrooms, occupancy and recent updates.
The reason for selling is typed and most other answers are a tap, so the survey can be completed while the agent is standing in the home. The survey row on the appointment is checked off once every question is answered.
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Profile. The Profile screen, with the agent’s chosen navigation app, the Face ID setting, resources, sign out and the app version.
Settings chosen elsewhere in the app, such as the maps app picked the first time directions are opened, are collected here so a choice made once carries across the app.
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Appointment cards. Three appointment cards, one overdue and two upcoming, each with the seller’s name, the appointment time, the property address and a status badge.
Overdue is set in yellow so a missed visit stands out from the upcoming ones.
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Driving directions. An open appointment where the directions button raises the Driving Directions sheet, offering Apple Maps, Google Maps and Waze.
The appointment header holds the seller’s details, the drive time, and shortcuts to message, call or email. The first time directions are opened the agent chooses Apple Maps, Google Maps or Waze, and the choice can be changed later in Profile.
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Submitted. The Submitted confirmation laid over the appointment, thanking the agent and showing the time of the next appointment.
The next appointment time is shown on the confirmation so the agent can move straight on to the next visit.
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Completion notification. A SalesPro push notification on the phone’s home screen, confirming that the appointment has uploaded and is complete.
The upload runs in the background, so the agent does not have to keep the app open while it finishes.
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Agent profile. The Agent Profile screen, with Apple Maps selected as the navigation app and Face ID turned on for sign in.
Both settings can be changed here at any time, alongside the app’s resources.
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Walkthrough capture. The landscape recording screen with its clip timer, pause control and still photo button, beside the media review screen and the SalesPro app icon.
The review screen lays the video and photos out as thumbnails, so the capture can be checked before the appointment is submitted.
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Chart graphics. The segmented donut graphic drawn twice, once in the brand reds and black and once in a neutral grey set.
Both color sets share the same segments and proportions.