Homepass F.A.Q's

1. How does a Homepass check in appear in your system?
   
1. We will automatically add new contacts and update existing contacts for new check ins. We will also create an inspection attendance for the relevant listing and OFI time.
2. Agents can add full name, mobile number, landline, email and address to the contact, which of these details sync to Aro?
   
1. All
3. When a contact is edited in Homepass, will the updates reflect in Aro?
   
1. Yes
4. Are there any duplicate checks in your system? So if a contact entered into Homepass syncs to Aro and there is an existing contact that matches, will this create a new contact or add to an existing?
   
1. It will add to the existing contact
5. What are the contact ownership rules in your system? i.e. Does the agent who checked the buyer in attach to/own the contact or does the lead listing agent attach or both?
   
1. If the contact already exists, the current owner will retain ownership and the new agent will get access to that contact. If it is a new contact, the agent will be the owner.
6. How do inspection notes sync to Aro?
   
1. As notes against both the contact and listing
7. When a agent adds an inspection note in Homepass, there is a toggle "visible to vendor”; if this toggle is turned on, will the note sync to the vendor report in Aro?
   
1. Correct, the agent can also opt to hide or show notes on vendor reports when generating a vendor report as well.
8. When an inspection note is edited in Homepass, will the note also update in Aro?
   
1. Yes
9. How do contact notes sync to Aro?
   
1. As notes against the contact. If there is a listing linked to the note then this note will also show against the listing.
10. When a agent adds a contact note in Homepass, there is a toggle "visible to team”; if this toggle is turned off, will the note be private in Aro?
    
1. We do not use the "Visible to team" toggle to determine the visibility of notes within Arosoftware. It will depend on the users permissions inside Aro. If the user has permission to view all details on contacts then they will see all notes. If they only have permission to view their own notes then they will only see their own.
11. When a contact note is edited in Homepass, will note also update in Aro?
    
1. Yes
12. Can you have one Homepass office account syncing to multiple Aro accounts?
    
1. Yes
13. Agents are able to send documents via the Homepass One app. We do send this information in our data feed. Are you able to display when a document has been sent via Homepass?
    
1. Yes, we store this as a communication against the contact.
14. How do I set up Homepass to Integrate with Arosoftware
    
1. Should you wish to upload from aro to Homepass, please contact them and say you would like to Integrate via Arosoftware. Homepass will then set up the feed and email Arosoftware with the necessary information needed. We will then do some set up steps on our end and let you know when its ready.  
15. How much does Homepass Cost?
    
1. You will need to consult homepass to see if they have any charges associated with the integration 
16. Does Aro have a cost for the integration with Homepass?
    
1. Arolite subscriptions have a small fee but this fee is waived if you have the Essentials subscription with Aro