Your assistant has the plan for a productive day, every day. Learn about Daily Sync and how to customize it to your work habits.
If you’ve ever felt like getting organized for your day is a job in and of itself, your HouseWhisper assistant can help you shake off that feeling and stay one step ahead of everything you have to do. The secret? A Daily Sync with your assistant.
What is Daily Sync?
HouseWhisper's Daily Sync is an essential part of how your assistant helps you ensure nothing falls through the cracks. With Daily Sync set up, your assistant will start and end each day by reviewing appointments, to-do’s, and follow-up tasks for the day.
When it comes time to wind down for the day, your assistant will send you a text to let you know what tasks remain and help you close them out efficiently.
If things need to be pushed, your assistant can help set up reminders, reschedule meetings, and more to make sure that even if you didn’t have time to get it all done today, your to-do list won’t get forgotten in the shuffle.
Sometimes you will have already completed some of the steps that your assistant is flagging: that's OK! The beauty of a Daily Sync is that you can give a quick verbal update, and your assistant will reflect that information in your CRM. Say goodbye to dedicated sessions in front of the computer manually enter data about your day!
Pro tip: Customize Daily Sync
Choose what times to receive your AM and PM Daily Syncs so they will be most helpful for you. Here's how:
Just let your assistant know with a quick text, e.g., "Send me my morning sync at 7:30 AM and my evening sync at 8:00 PM."
Give Daily Sync a try and let us know what you think!
