Board Management

🏡 Property Board Management Overview

The Board Management screen in Acquaint allows you to oversee all aspects of property board handling—from updating statuses to placing board orders. For agencies using third-party providers, Acquaint offers seamless integration with:

• Agency Express via their SignMaster software

• Countrywide Signs via their board management system

📍 Accessing the Property Board List

To open the Property Board List screen:

• Click the Boards button on the Main Ribbon

The screen displays the following columns:

You can filter the list by Category, Branch, and Board Type. Use the Grid or Map View icons to toggle between list and map-based views (Google Maps integration).

🛠️ Menu Options

Available via the Menu button or by right-clicking on a property:

• Edit – Modify an existing property board

• New – Add a new property board

• Report – Send a letter, email, or SMS to the property owner

• Find – Search for specific text within the board list

• Export Grid to Excel – Export the list to Microsoft Excel

• Refresh – Reload the data on screen

• Viewing Mode – Switch between List View and Map View

🧾 Adding Your Board Supplier

To set up your board supplier:

• Add them as a Contact with a Type of Board Supplier

• On first use, Acquaint will prompt you to select a board supplier contact

➕ Adding or Changing a Property Board

Add a Board

• From the Property Board List, click New

• Or go to Property → Details #3 and use the Board Erected dropdown

• Select the board type: None, For Sale/To Let, Sold/Let, or Not Allowed

• Click Save

Change a Board

• Right-click the property in the list and select Edit

• If the board type changes, Acquaint will prompt you to email the board supplier

• If no supplier is set, you’ll be prompted to choose one

• All changes are logged in the Property’s Journal

🔗 Agency Express Integration

For clients using Agency Express, Acquaint supports direct board requests via SignMaster.

Add a Board

• Click New from the Property Board List or go to Details #3

• Select the board type from the dropdown (includes standard, premium, etc.)

• Specify the Number of Boards

• Click Save

Once submitted, a Note is added to the property with type Agency Express, creating an audit trail.

Change a Board

• Double-click the property or right-click and select from:

  • Erect Board

  • Re-Erect Board (enabled only if previously sent)

  • Service Board (enabled only if previously sent)

• Use the Send to Agency Express checkbox to control whether the request is sent

🔗 Countrywide Signs Integration

For clients using Countrywide Signs, Acquaint enables job creation and board updates.

Add a Board

• Right-click the property and choose Countrywide Signs → Add Job

• The Property field will auto-fill

• Select the Job Type (e.g. Erect, Change, Collect)

• Optionally add Notes

• Ensure Send to Countrywide Signs is ticked

• Click Save

Change or Remove a Board

• To change: Right-click and select Countrywide Signs → Add Job

• To remove: Right-click and select Countrywide Signs → Collect Board

• Add optional notes and click Save

All changes are recorded in the Property’s Journal.