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Quick start & feedback: the first ten minutes, and a word back from any page

AvailableIn every workspace, documented here, with its changes listed on its page.
On the broker’s path
Platform
Pets that work here
Guide

The problem this solves: A new workspace is an empty screen; the first ten minutes decide whether anyone comes back tomorrow.

In short: A new workspace does not start empty. The Quick start in the header speaks to the page you are on — Objekte, Kontakte, Anfragen, Provisionen, Unterschriften, Import, the firm page each bring their own first steps — and ticks itself as you go. Empty pages explain themselves with an example. Every page can send us feedback, and we read it.

  • Follow the Quick start page by page; it ticks itself the moment the step is done.
  • Ask the Guide. The Guide understands how people really ask in German and answers with steps that name the buttons on screen.
  • Tell us. Feedback from any page — and the „what is missing“ sheet on every Alpha feature — is kept and listed for us to read.
  • Find help. „Help & support“ in the user menu opens one page with the ways to get help that really work, and says when to expect an answer.

Sign-up is self-serve with a 14-day trial and no payment method; the first screen leads to the company workspace in one click. Trial and plan reminders reach owners and admins in good time, and a workspace whose trial ends rests in „Ruhemodus“ with its data kept.

  • The Quick start shows setup steps only to owners and admins.

New in this feature

The changes of this feature, newest first — one line per change, with the version it shipped in.

  • App 0.42.0The quick start now speaks to the page you are on: Objekte, Kontakte, Anfragen, Provisionen, Unterschriften, Import and the firm page each bring their own first steps.
  • App 0.42.0The front page now lets you start a free trial straight away, and the OpenImmo guide says plainly what moves over and what you keep.
  • App 0.41.0The quick start now includes having enquiries answered at once, and it ticks itself the moment the automatic reply is on.
  • App 0.41.0The quick start no longer asks for a first deal on pages away from Today when your pipeline already has one.
  • App 0.40.3The help page links the documentation and says when to expect an answer to a support mail.
  • App 0.40.3A new workspace is guided by a Quick start list in the header, empty pages explain themselves with an example, and every page can send us feedback.
  • Platform 0.25.4Feedback sent from any page of the app is kept and listed for us to read.
  • App 0.40.0An invitation link that no longer works now says why — replaced by a newer one, withdrawn, already accepted, declined or expired — instead of showing a sign-up form.
  • App 0.40.0The sign-up form's agreement to the terms and the privacy policy now reads as one sentence, in German without missing words.
  • Platform 0.25.1An invitation link that no longer works now says why, and a team joining from one office no longer gets an empty sign-up page.
  • App 0.37.3The sign-in, sign-up and invitation pages now name themselves in the browser tab.
  • App 0.37.3The German help pages now address readers formally throughout, including the notice on pages that exist only in English.
  • Platform 0.20.5Enquirers' contact details stay inside your workspace when pets help with their enquiries.
  • App 0.33.8Sign-up says plainly what stands in the way, and from a personal space you can start a company workspace in one step.
  • Platform 0.19.11Trial and billing reminders reliably reach your workspace's owners and admins, so no deadline passes unannounced.
  • App 0.31.0When a trial or plan ends, the workspace rests in "Ruhemodus" with its data kept, and billing says so plainly.
  • App 0.31.0The documentation now explains pricing, the free trial, invoices and cancellation in plain German and English.
  • App 0.31.0The price table now says plainly how to start a free trial without a card and what a portal connection adds.
  • App 0.31.0Near the end of a trial, the sidebar gives fair warning and leads straight to booking a plan or extending the trial.
  • Platform 0.19.0The allowance of help from your pets now follows your plan, and special arrangements stay as agreed.
  • Platform 0.19.0A workspace whose trial or plan ends rests in "Ruhemodus" with all its data, ready whenever you book.
  • Platform 0.19.0Owners hear in good time before a trial or special price ends, and the move to Basic happens without surprises.
  • Platform 0.18.0Usage shows what your pets' help was spent on and how full recent months were.
  • App 0.28.2Sign-up and invitations show a short preview of the data processing agreement before you accept it.
  • App 0.28.2Sign-up offers the design-partner programme as an option, with its terms on their own page.
  • Platform 0.14.2Invitees without an account are greeted with your company's name, who invited them and the address to sign up with.
  • App 0.16.0A new brokerage workspace opens on Today with its first steps, each linking to where it is done and ticking itself off.
  • App 0.11.4"Help & support" in your user menu opens one page with the ways to get help that really work.
  • App 0.11.4The Pets page explains what a pet does for your deals and offers help setting up your first one.
  • App 0.11.1The sign-up page now says plainly how to get started.

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