Acquaint Help Topics
Acquaint Help Topics
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Progression List

🧭 Property Progression Overview

The Property Progression function provides a streamlined view of properties currently in progress—whether they are For Sale and Under Offer, or Lettings with a Pre-Tenancy created.

You can access this screen by clicking the Property Progression icon from the Main tab on the ribbon menu.

Clicking on a property within this screen will automatically open the Progression tab for that property.

🏡 Sales Progression Details

For properties marked For Sale and Under Offer, the following information is displayed:

  • ID

  • Picture (if “Show Property Pictures” is enabled)

  • Address

  • Owner

  • Purchaser

  • Offer Amount

  • Offer Date

  • Commission

  • Solicitor

  • Purchaser’s Solicitor

  • Exchanged Date

  • Completion Date

  • Invoiced

  • Last Note/Task

  • Progression

🏘️ Lettings Progression Details

For properties with a Pre-Tenancy, the following details are shown:

  • ID

  • Picture (if “Show Property Pictures” is enabled)

  • Address

  • Owner

  • Tenant

  • Tenancy Start Date

  • References

  • Last Note/Task


📅 Completion Date Logic

The Completion Date for a sales property is automatically calculated when an offer is accepted, based on the system configuration setting:
Default Estimated Completion Date After Accepted Offer (weeks)

  • Default value: 12 weeks

  • This automation only applies if:

    • No completion date has already been entered

    • The configuration value is not set to 0

You can manually edit the Completion Date from the Progression tab on the Property Offer screen.

A Home Page reminder titled Properties With Estimated Completion Date Passed alerts users when a property's estimated completion date has lapsed.

🧰 Menu Options

Accessible via the Menu button or by right-clicking on the screen:

  • Show Property Pictures – Toggle property images on/off

  • Edit – Modify selected property details

  • Note – Add a note related to the property

  • Task – Create a task for follow-up or action

  • Reports – Generate relevant progression reports

  • Letters, Emails & SMS Texts – Send communications to associated contacts

  • Find – Search for specific text or entries

  • Export Grid to Excel – Export progression data to a spreadsheet

  • Refresh – Reload the latest property progression date