Site visits with OTP verification

A site visit is where deals are won. PropZolo schedules it, reminds everyone, proves it happened with a one-time code from the client, and captures how it went.

Schedule a visit

1. 1
   From a lead (or Site visits → Schedule), choose Schedule a site visit — or pick Site visit scheduled in the status sheet.
2. 2
   Who and when: the agent, an optional pre-sales colleague, the visit time and a meeting point.
3. 3
   What to show: a project, listings in visiting order (a tour), or both.
4. 4
   Optionally pick the client up — pickup address and time.

PropZolo warns you when the agent has another visit close to this time. Reminders with the map pin go out to the client on WhatsApp or SMS 24 hours and 2 hours before (with the Site visit reminders recipe), and the agent is reminded too. The client can confirm or ask to reschedule from their link.

Verify the visit with the client’s code

1. 1
   At the site, open the visit (in the app or on the web) and choose Send code to the client. The client receives a 6-digit code on WhatsApp, SMS or email.
2. 2
   The client reads it out; enter it at check-in. Wrong tries are counted and a code expires — send a new one if needed.
3. 3
   Check-in records your GPS position and distance from the site; check-out records the time spent.

The result is a tamper-evident site visit certificate: code verified, check-in and check-out with location and time. It is your proof for brokerage claims — especially for channel-partner visits.

After the visit

• Record feedback for each home shown: interest, objections and the next step. With the Post-visit follow-up recipe, a client who liked it moves to Negotiation with similar options; otherwise the owner gets a “show more options” task.
• Client did not come: mark the no-show with a reason and offer a new time.
• Reports → Visits shows scheduled, done, verified and no-show visits, and how they turned into deals.