Site visits

From “interested” to “visited”.

A site visit is where most bookings are won or lost. Realty Desk tracks every one — from the booking to the result.

01ScheduledBooked for a date, a time and a project.
02ConfirmedThe buyer said yes on the confirmation call.
03RescheduledMoved to a new date. The history keeps the old one.
04CompletedThe buyer came. Now it needs a result.
05No-showThe buyer didn’t come. Counted, not hidden.
06CancelledCalled off. Out of the upcoming list.
This quarter’s visitsSample data
Booked128
Completed94
No-show21
Cancelled13

Booked isn’t the same as visited. Realty Desk counts completed visits, no-shows and cancellations separately, so the site-visit report shows what actually happened.

Before the visit

Booked. Confirmed. Reminded.

A visit is booked straight from the call. Visits coming up that still need a confirmation call show in Smart Call. The team is reminded before the day, and a change of plan is a reschedule — not a deleted entry.

ScheduledConfirmedReminderVisit
How visits show up in Smart Call
After the visit

What happened at the site?

Every visit ends with a result, and every result creates the next step. Tap one to see what Realty Desk does next.

After the visit · Sat 11:00 · sampleWhat happened with Ankur Gogoi?
Realty Desk does nextThe lead moves to negotiation and the manager can see it.Visible on the lead, the caller’s task list and the site-visit report.
Needs an outcomeSample data
Bikash SarmaVisited Sat 19 Sep · Riverview Enclave5d without a result
Deepshikha BaruahVisited Mon 21 Sep · Green Acres3d without a result
Ankur GogoiVisited Wed 23 Sep · Skyline Residency1d without a result
Pick a result and the flag clears — and the lead’s stage moves on with it.
Visits without a result

A visit with no outcome is flagged.

The buyer came, but nobody wrote down what happened. Those visits are flagged until someone picks a result — and then the lead’s stage is moved on after the visit.

It’s the quiet gap where interested buyers go cold. Now it’s a list with names on it.

FAQ

Common questions about site visits.

How does Realty Desk track site visits?

Each visit has a status — scheduled, confirmed, rescheduled, completed, no-show or cancelled — with its date, project and lead. The team is reminded before the visit, and after it the caller records what happened.

What happens if nobody records the visit result?

Completed visits without an outcome are flagged so they can’t quietly disappear. Once a result is picked, the flag clears and the lead’s stage moves on.

Are no-shows counted?

Yes. No-shows and cancellations are counted separately in the site-visit report, so you see how many visits really happened, not just how many were booked.

Your real-estate operation has enough moving parts. They shouldn’t live in different systems.

See a lead enterget calledbecome a site visita bookingmove into collections